Finance Automation Manager

Position Description:

At ServiceTrade, you’ll build technology that matters — for your career, your team, and the thousands of commercial contractors who rely on our platform every day. We’re on a mission to partner with commercial trades to deliver technology that enhances technician productivity, improves customer experiences, and drives scalable growth.

We’re looking for a Finance Automation Manager who’s 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.

Why ServiceTrade:

You’ll belong here from the start.

We bring together kind, curious people with diverse perspectives and trust them with meaningful work. You’ll have ownership, clarity, and support to solve real problems, make a visible impact for our customers, and continue growing as your role evolves.

On the Finance team, you’ll have the opportunity to work at the forefront of evolving finance operations — building the systems and automation that make recurring analysis run itself, so your time stays focused on the questions that actually move the business.

About You:

You're energized by what the modern finance toolkit — Claude, Gemini, Notion, BigQuery, Excel, and Sheets — makes possible, and you build better processes rather than wait for them. You lead through the systems you create and the trust you earn, not through direct reports. And you're comfortable growing into the role — the bar here is trajectory, not day-one mastery.

You think in numbers naturally — translating mathematical concepts for partners who don't share the same fluency, and tracing logic through formulas, SQL, and data outputs without missing a beat. That's not a credential we're looking for; it's just how you're wired.

You also understand that FP&A means handling information no one else in the company sees. Discretion isn't a nice-to-have here — it's a prerequisite, and you'll come ready to speak to it directly.

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 team's 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 yesterday's 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 Finance's 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.

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 don't 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 you’ll 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. They’re 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?

We’re a growing business focused on building with intention and operating with purpose. You’ll 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 today’s lessons into tomorrow’s 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! Let’s get to know each other.

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EEO Statement:
ServiceTrade provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

Please Be Aware of Recruiting Scams

To protect yourself against the increasing number of recruiting scams, please make sure that you are communicating with ServiceTrade. We communicate through our corporate website servicetrade.com, through corporate emails utilizing our domain name of @servicetrade.com, and through servicetrade.greenhouse.io. Be vigilant when checking domains because imitators often make very small changes to trick the eye. Additionally, please know that ServiceTrade does not use text messaging or public messaging platforms, such as Telegram or Whatsapp, to make initial contact with candidates and ServiceTrade will never ask an employment candidate for financial information or for payment of any kind.