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Director of Finance
FleetPulse. 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.
Posted 4/20/2026full-timeChicago • Illinois • 🇺🇸 United StatesLead💰 $120,000 - $135,000 per yearWebsite
Tech Stack
Tools & technologiesERP
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
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
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