Financial Analyst
FieldPulse, Dallas, TX, United States
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.
Where You’ll Work:
Full-time in office at our HQ in Dallas, TX
You’ll be right in the heart of the action, surrounded by a team of passionate, high-energy individuals who thrive in a collaborative, fast-paced environment.
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
Catered Lunches Monday-Friday
Class Pass, Netflix, HBO, Hulu, and Peloton subscriptions
#J-18808-Ljbffr
Where You’ll Work:
Full-time in office at our HQ in Dallas, TX
You’ll be right in the heart of the action, surrounded by a team of passionate, high-energy individuals who thrive in a collaborative, fast-paced environment.
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
Catered Lunches Monday-Friday
Class Pass, Netflix, HBO, Hulu, and Peloton subscriptions
#J-18808-Ljbffr