FleetPulse

Financial Planning and Analysis

• Own the end-to-end monthly close process—managing journal entries, account reconciliations, and variance analysis—and deliver accurate financials to leadership on a consistent, predictable schedule.
• Prepare and present monthly and quarterly financial packages for the CEO and board, including P&L, balance sheet, cash flow, and KPI dashboards.
• Establish and enforce accounting policies and internal controls appropriate for a high-growth SaaS company.
• Own and continuously improve the AR process: invoicing, collections, aging management, and customer billing reconciliation. Reduce DSO and ensure cash collection keeps pace with revenue growth.
• Own the AP process: vendor onboarding, invoice approval workflows, payment runs, and expense management. Drive efficiency while maintaining strong vendor relationships.
• Identify process gaps and implement improvements—whether through better tooling, automation, or tightened workflows—to scale AR and AP without proportional headcount growth.
• Manage all federal, state, and local tax filings (income tax, sales tax, payroll tax) in coordination with external tax advisors; ensure FleetPulse is fully compliant across all jurisdictions.
• Maintain corporate records and manage audit readiness; coordinate annual audits or reviews with external accountants.
• Stay ahead of tax planning opportunities relevant to a venture-backed SaaS company (R&D tax credits, state nexus, etc.).
• Lead the annual budget process: partner with department heads to build a bottoms-up operating plan that is realistic, aligned to strategic priorities, and board-ready.
• Maintain a rolling 12-month financial forecast, updating assumptions based on actuals and business developments; surface risks and opportunities proactively.
• Own cash flow forecasting and runway visibility; keep the CEO informed of treasury position at all times.
• Build and maintain financial models that support strategic decisions—pricing, headcount, new customer economics, and capital allocation.
• Evaluate, select, and implement an ERP system that scales with FleetPulse’s growth—owning the full lifecycle from vendor selection through migration and go-live.
• Define and manage the broader finance tech stack (billing, expense management, payroll, etc.) to support a lean, automated operation.
• Serve as the internal owner of financial data integrity and reporting infrastructure.
• Serve as a trusted thought partner to the CEO on business model decisions, commercial deal structures, board preparation, and investor reporting.
• Partner cross-functionally with Sales, Customer Success, and Operations to ensure financial processes support (rather than impede) the business.
• Support future fundraising processes, including data room preparation, financial due diligence, and investor communications.

Director of Finance