Director, FP&A
UpKeep
full-time
Posted on:
Location Type: Remote
Location: Remote • 🇺🇸 United States
Visit company websiteSalary
💰 $175,000 - $195,000 per year
Job Level
Lead
Tech Stack
ERP
About the role
- Own the company-wide planning cycle, driving alignment between finance and business leaders on goals, headcount, and investments.
- Partner with cross-functional leaders including GTM, RevOps, and Product to develop financial plans, track performance, and optimize investments.
- Drive key financial initiatives such as pricing strategy, sales capacity planning, incentive design, and customer acquisition ROI analysis.
- Design and maintain scalable financial models and scenario analyses to support business strategy, fundraising, and board-level decisions.
- Develop and deliver dashboards and executive-level reporting that provide insight into SaaS metrics, KPI trends, and cash flow performance.
- Oversee board and investor reporting, ensuring accuracy and alignment with company goals.
- Continuously evaluate and improve FP&A systems, tools, and workflows to ensure efficiency, scalability, and repeatability.
- Provide competitive benchmarking using SaaS industry data and translate findings into strategic recommendations.
- Serve as a financial advisor to the CFO and executive team on M&A, fundraising, and long-term planning initiatives.
- Partner with Accounting and RevOps to ensure data accuracy and consistency across systems (ERP, CRM, FP&A tools)
- Partner with the CFO and cross-functional leaders on financial operations and special projects, driving process improvements or system integrations that enhance forecasts accuracy, streamline reporting, and support strategic decision making across the business.
Requirements
- Bachelor’s degree in Finance, Accounting, Economics, or a related field; MBA preferred.
- 8+ years of progressive FP&A experience in high-growth SaaS or venture-backed tech environments.
- Proven ability to lead financial planning processes and build executive-level financial models.
- Demonstrated success in partnering with GTM, Product, and RevOps teams to drive business strategy.
- Experience supporting fundraising, board reporting, or M&A is a strong plus.
Benefits
- Competitive comp
- Meaningful ownership
- Benefits that support your health, focus, and long-term growth
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
financial planningfinancial modelingscenario analysisdashboard developmentKPI analysiscash flow analysiscompetitive benchmarkingdata accuracyprocess improvementsystem integration
Soft skills
leadershipcollaborationstrategic thinkingcommunicationanalytical skillsproblem-solvingalignmentadvisory skillsproject managementdecision making
Certifications
Bachelor’s degree in FinanceBachelor’s degree in AccountingBachelor’s degree in EconomicsMBA