Financial Analyst

Reposted 20 Days Ago
Hiring Remotely in Dallas, TX, USA
In-Office or Remote
Mid level
Software
The #1 Software for Field Service Businesses
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 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

Skills Required

  • 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)
  • Strong written and verbal communication skills

FieldPulse Compensation & Benefits Highlights

  • Affordable Benefits Employee medical premiums are reported as employer-paid, and postings consistently advertise medical, dental, and vision coverage. Feedback suggests the core health package delivers strong value relative to typical growth‑stage offerings.
  • Parental & Family Support Paid parental leave appears across current job postings and is presented as a standard part of the package. This support signals attention to family needs alongside core compensation.
  • Wellbeing & Lifestyle Benefits Dallas‑based roles highlight daily provided lunches and wellness or lifestyle memberships as ongoing perks. These everyday benefits enhance perceived total rewards for in‑office staff.

FieldPulse Insights

Am I A Good Fit?
beta
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

The Company
HQ: Dallas, Texas
250 Employees
Year Founded: 2015

What We Do

Trusted by thousands of service businesses, FieldPulse is an all-in-one platform that gets your entire field service team on the same page, across the office and the field, so that time is focused on growing the business and serving customers. Built with customization at the center, FieldPulse is the only service management software that adapts to the unique ways each service business manages their workflows. Backed by award-winning customer support, FieldPulse is the business partner contractors trust to simplify their operations and power growth. FieldPulse puts essential features like scheduling, estimates, invoices, payments, customer management, and job management into one platform and helps you scale while maintaining consistency across processes and service quality. As your business grows, opt in to advanced features for larger, more complex business types like custom reporting, inventory management, pricebook, Operator AI and more. Explore all features or get a demo at fieldpulse.com

Why Work With Us

FieldPulse was founded in 2015 and recently raised a $50 million Series C funding round in 2025. FieldPulse was named on the 2025 Inc. 5000 list of fastest growing private companies and has also been named Best Place to Work in Dallas by the Dallas Morning News.

FieldPulse Offices

Hybrid Workspace

Employees engage in a combination of remote and on-site work.

Typical time on-site: Not Specified
HQDallas, Texas

Similar Jobs

Remote
United States
250 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account