Position Description:We9re looking for a
Finance Automation Manager who9s excited to make an impact. In this role, you will be responsible for recurring planning and reporting cycles and building the AI-powered tooling that multiplies what a high-leverage finance team can deliver - more insight, more speed, same footprint.
Key Responsibilities and Activities:- The recurring FP&A cycles. Long-range planning, the annual budget, monthly financial reporting, re-forecasts, and executive performance reviews - you own the process, the deliverables, and the commentary with support from the Director of FP&A and CFO.
- Executive partnership. You are a trusted voice in the FP&A team9s relationships with the executive leadership team and many of their direct reports. The Director of FP&A is the primary point of contact; you carry your own working relationships and deliver ad hoc strategic analyses when leadership needs a partner.
- Automation and tool-building. You proactively ship automations, prompts, plugins, and lightweight agents - primarily inside Claude (Cowork, Code, and the Excel add-in), Gemini, and Notion - to compress recurring work and surface insights earlier. Early targets: accelerating the financial close and streamlining variance analysis.
- Cost planning infrastructure. You design and ship a unified Excel-native experience that lets executives build budgets, see budget vs. actual, and re-forecast in one coherent product - replacing yesterday9s templates.
- Data partnership. You work alongside our sales reporting analyst on BigQuery data shared by Finance and GTMOps, and coordinate with the AI transformation team on Finance9s automation workflows.
- Commissions oversight. You own commission and bonus administration end-to-end. As we bring on dedicated administrative support, the operational load will lighten - but ongoing oversight, plan design input, and quality control of that work remain part of this role. Expect roughly 30% of your time at the outset, declining as that support ramps.
Knowledge and Skills:Required- Roughly 5-7 years in FP&A, strategic finance, or a comparable analytical seat producing leadership- or board-grade work.
- SQL literacy. You read, interpret, validate, and debug SQL fluently - including SQL produced by AI tools. You investigate query outputs skeptically, recognize when results don9t pass the smell test, and correct course. Authoring complex queries unaided is helpful but not required; refusing to look under the hood of AI-generated SQL is not the right fit for this team.
- A demonstrated builder instinct in the AI era. You have actually shipped Claude or comparable LLM-based tooling - prompts, plugins, agents, automations - that did real work for real people. We will ask for examples.
- Google Sheets fluency, including QUERY, IMPORTRANGE, and connected sheets / BigQuery patterns. Excel proficiency required; Excel-only is not the right fit for our workflow.
- SaaS numeracy: CARR, churn, NDR, LTV, CAC, payback, plus forecasting and scenario modeling fundamentals.
- Cultural alignment with CREW.
Strong Preference- Prior exposure to NetSuite, Maxio, Salesforce, or a comparable ERP / revenue subledger / CRM stack.
- Experience owning an FP&A cycle end-to-end, not just contributing pieces.
Nice to Have- Python, dbt or comparable data modeling, hands-on BigQuery, LightDash or another modern BI tool.
- CaptivateIQ or other ICM tool exposure.
- Prior commercial-services, vertical SaaS, or scale-up finance experience.
A few things you9ll want to know:What does ServiceTrade do?ServiceTrade is a best-in-class field service management platform that helps commercial fire protection and mechanical service contractors build efficient and growing businesses. With more than a decade of innovation and 1500 customers, ServiceTrade streamlines operations from the field to the office, boosts technician productivity, and enhances the end-customer experience.
Ok, so why should I care about that?Our customers do essential work - often behind the scenes - and our software helps them do it better. They9re smart, hardworking people, and we take pride in helping them grow their businesses, earn more revenue, employ more skilled workers, and deliver greater value to their own customers. When you work at ServiceTrade, your impact extends beyond our walls, supporting communities and markets you might never have thought about - and making work that truly matters every day.
What kind of working environment do you have?We9re a growing business focused on building with intention and operating with purpose. You9ll have meaningful responsibility and the trust to do your best work from the start. We encourage calculated risks and bold experimentation, while providing opportunities to learn, grow, and turn today9s lessons into tomorrow9s breakthroughs-all in service of big ambitions and real customer impact.
Learn more about our culture and values on our About Us page.
What kind of benefits do you offer?- Medical through Cigna, PPO and HDHP options, including a Health Savings Account with company contributions Dental and Vision through Unum
- Flexible Spending Account and Dependant Care Account
- Company-paid Life insurance, STD and LTD
- Voluntary benefits including Supplemental Life Insurance, Critical Illness, Accident and Pet Insurance
- 401(k) with up to 3% employer match and NO vesting period
- Flexible PTO policy
- 10 company holidays
- Parental Leave
- Paid Time Off for Volunteering
- Employee Reimbursement Program to use for well-being, technology and/or professional development
Want to know more? Go ahead and apply! Let9s get to know each other.
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ServiceTrade is not registered to hire in all 50 states. You must reside in one of the states listed to be considered. (AL, AR, AZ, CA, CO, CT, DE, FL, GA, IL, IN, KY, LA, MD, MI, MN, MO, NC, NH, NJ, NY, OH, OR, PA, SC, TN, TX, UT, VA, VT, WA) 
