Financial Analyst

Posted 5 Days Ago
Dallas, TX
In-Office
Mid level
Software
The Role
The Financial Analyst will improve financial reporting, enhance data quality, support forecasting, and collaborate with finance and other teams on analytics.
Summary Generated by Built In
FieldPulse is a fun, dedicated, and growing team that is building modern applications for small home service businesses (plumbers, electricians, HVAC, specialty contractors, etc.) to help organize and run their business operations.

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, Economics or related field
  • 2-5 years of experience in FP&A, finance or analytics
  • 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
  • Exposure to Salesforce, Rillet and Nue CPQ / Billing
  • Knowledge of SQL and Python


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.

Top Skills

Excel
Google Sheets
Python
Salesforce
SQL
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The Company
HQ: Dallas, TX
48 Employees

What We Do

FieldPulse is an all-in-one application to run your field service business.

Cut down on administrative tasks and endless paperwork. With FieldPulse, you can schedule jobs, send itemized estimates and invoices, and even receive payments through your phone.

Increase your team’s efficiency by keeping them updated and on-track. Your team can see job and client details, track assigned tasks, and provide status updates.

Manage customer information, log comments, and keep track of past jobs and invoices. Know your customer better than ever and never lose track of payments.

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