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FleetPulse

Director of Finance

FleetPulse

Director of Finance managing financial reporting, forecasting, and compliance at FleetPulse. Collaborating with cross-functional teams and serving as a strategic partner to the CEO.

Posted 4/20/2026full-timeChicago • Illinois • 🇺🇸 United StatesLead💰 $120,000 - $135,000 per yearWebsite

Tech Stack

Tools & technologies
ERP

About the role

Key responsibilities & impact
  • 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.

Requirements

What you’ll need
  • 5+ years of progressive finance experience, including direct ownership of accounting close, financial reporting, and FP&A functions.
  • Prior experience as the senior-most finance resource at a startup or growth-stage company; ideally SaaS or technology.
  • Hands-on experience owning tax compliance and working with external tax advisors.
  • Demonstrated experience implementing or managing an ERP migration (QuickBooks Online Advanced, or similar).
  • Strong financial modeling skills; advanced Excel or Google Sheets proficiency required.
  • Strong perspective on leveraging AI in Finance function.
  • CPA strongly preferred.
  • Based in Chicago, IL.

Benefits

Comp & perks
  • Offers Equity
  • Offers Bonus

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools
financial reportingaccount reconciliationsvariance analysisAR process managementAP process managementtax compliancefinancial modelingERP migrationadvanced ExcelGoogle Sheets
Soft Skills
leadershipcommunicationcross-functional collaborationstrategic planningproblem-solvingprocess improvementvendor relationship managementaudit readinessthought partnershiprisk management
Certifications
CPA