Note: The job is a remote job and is open to candidates in USA. ServiceTrade is a best-in-class field service management platform that helps commercial fire protection and mechanical service contractors build efficient and growing businesses. They are seeking a Finance Automation Manager to oversee recurring planning and reporting cycles while developing AI-powered tooling to enhance finance team productivity and insights.
Responsibilities
- 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
Skills
- 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
- 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
Benefits
- 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
Company Overview