The Financial Analyst will improve financial reporting, enhance data quality, support forecasting, and collaborate with finance and other teams on analytics.
FieldPulse is a leading SaaS platform serving the trades industry (HVAC, plumbing, electrical, and beyond). We help contractors run their businesses more efficiently with tools for scheduling, dispatching, invoicing, customer management, and more.
About the Role
We are hiring our first Financial Analyst at a critical stage of growth. This is a high-impact role with direct exposure to finance and company leadership, focused initially on building reliable, executive-ready financial and operational reporting and improving data quality across systems. This foundational work is essential to supporting forecasting, planning, and strategic decision making at the Series C stage, and will provide deep insights into how the business operates, with opportunity to expand into broader FP&A and strategic analysis as the company continues to scale.
What You’ll Do:
- Own and improve core financial and operational reporting, with an initial focus on data quality and reporting timeliness
- Reconcile data across systems and help establish a single source of truth for key business metrics
- Develop and maintain reporting around revenue, expenses, SaaS KPIs and business performance
- Partner with Finance and cross-functional teams to answer analytics questions and support decision making
- Evolve reporting into deeper analysis, forecasting and planning as the business and data mature
- Help build scalable processes and foundations that will grow with the company
What We’re Looking For:
- Bachelor’s degree in Finance or Economics
- 1-3 years of experience as a financial analyst, in FP&A, or in a finance reporting role
- Experience with B2B SaaS or subscription businesses
- Strong Excel and/or Google Sheets skills
- Understanding of SaaS KPIs (ARR, churn, CAC, LTV)
- Comfortable owning reporting and analysis with limited existing structure
- Strong written and verbal communication skills, with the ability to clearly explain financial and analytical insights to non-finance stakeholders
Bonus If You Have These:
- Experience at a high-growth or VC-backed company
- Experience or exposure to field service management or SMB-focused businesses
- Exposure to Salesforce, Rillet and Nue CPQ / Billing
Why FieldPulse:
- Collaborative Culture: We believe in working together, learning from one another, and building lasting relationships.
- Growth Opportunities: As a fast-growing company, FieldPulse is the perfect place to launch your career and grow with us.
- Supportive Environment: You’ll be part of a team that is committed to your personal and professional development. We encourage open feedback and provide the resources needed for success.
- Impactful Work: Your contributions will make a direct impact on the growth and success of FieldPulse.
What We Offer:
- Covered Medical Insurance
- Dental & Vision Benefits
- Paid Parental Leave
- Catered Lunches Monday-Friday
- Class Pass, Netflix, HBO, Hulu, and Peloton subscriptions
- 401k
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