Finance Automation Manager

About the role

The Finance Automation Manager at ServiceTrade will be responsible for recurring planning and reporting cycles, building AI-powered tooling, executive partnership, automation and tool-building, cost planning infrastructure, data partnership, and commissions oversight.

Responsibilities

• Recurring FP&A cycles, long-range planning, annual budget, monthly financial reporting, re-forecasts, and executive performance reviews.
• Executive partnership with the executive leadership team and many of their direct reports.
• Proactively ship automations, prompts, plugins, and lightweight agents to compress recurring work and surface insights earlier.
• Design and ship a unified Excel-native experience for executives to build budgets, see budget vs. actual, and re-forecast in one coherent product.
• Work alongside the sales reporting analyst on BigQuery data shared by Finance and GTMOps, and coordinate with the AI transformation team on Finance's automation workflows.
• Owning commission and bonus administration end-to-end, including oversight, plan design input, and quality control of work as administrative support ramps up.

Requirements

• Roughly 5–7 years in FP&A, strategic finance, or a comparable analytical seat producing leadership- or board-grade work.
• SQL literacy, including authoring complex queries unaided if possible.
• 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.
• 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.

Skills

• SQL literacy, including reading, interpreting, validating, and debugging SQL fluently.
• A demonstrated builder instinct in the AI era, having shipped Claude or comparable LLM-based tooling.
• 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.
• 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 Dependent Care Account.
• Company-paid Life insurance, STD and LTD.
• 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.

Pay

Competitive salary based on experience and qualifications.

Schedule

Full-time position with standard business hours.