[Remote] Finance Automation Manager

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 who will be responsible for managing FP&A cycles, building automation tools, and enhancing financial reporting processes.ResponsibilitiesThe 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 CFOExecutive 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 partnerAutomation 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 analysisCost 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 templatesData 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 workflowsCommissions 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 rampsSkillsRoughly 5–7 years in FP&A, strategic finance, or a comparable analytical seat producing leadership- or board-grade workSQL 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 teamA 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 examplesGoogle Sheets fluency, including QUERY, IMPORTRANGE, and connected sheets / BigQuery patterns. Excel proficiency required; Excel-only is not the right fit for our workflowSaaS numeracy: CARR, churn, NDR, LTV, CAC, payback, plus forecasting and scenario modeling fundamentalsCultural alignment with CREWPrior exposure to NetSuite, Maxio, Salesforce, or a comparable ERP / revenue subledger / CRM stackExperience owning an FP&A cycle end-to-end, not just contributing piecesBenefitsMedical through Cigna, PPO and HDHP options, including a Health Savings Account with company contributions Dental and Vision through UnumFlexible Spending Account and Dependant Care AccountCompany-paid Life insurance, STD and LTDVoluntary benefits including Supplemental Life Insurance, Critical Illness, Accident and Pet Insurance401(k) with up to 3% employer match and NO vesting periodFlexible PTO policy10 company holidaysParental LeavePaid Time Off for VolunteeringEmployee Reimbursement Program to use for well-being, technology and/or professional developmentCompany OverviewServiceTrade offers mobile and web apps for maintenance businesses to deliver more service calls and connect with their customers. It was founded in 2012, and is headquartered in Durham, North Carolina, USA, with a workforce of 201-500 employees. Its website is http://servicetrade.com.