Be a trusted business partner - the leadership team will rely on you to provide insights that drive key business strategies, highlighting opportunities for continued growth, and mitigating any potential risks
Own our close process - you will own the month end close process, driving operational efficiency and improvement
Partner cross functionally - you will have the opportunity to work cross-functionally (with Accounting, Operations, HR and the rest of the Finance team) to tackle complex projects that span across the GTM organization
Act as the primary finance business partner to Sales and provide financial leadership across headcount planning, budgeting, forecasting, and long-range planning
Help us scale - develop tools, systems, and process improvements to drive automation, efficiency, and discipline in deal structures
Own our forecasting process - you will own the monthly forecast for Sales expenses (headcount planning, resource allocation, discretionary spend tracking)
Build robust financial frameworks and reporting - you will own financial frameworks to drive decision making support across the Sales organization, owning both financial modeling and reporting
Requirements
sql
tableau
financial modeling
5+ years
cpa/mba
growth mindset
Knowledge of SQL (or other data querying languages) is a plus
Must possess a growth mindset - be endlessly curious to solve complex challenges and thrive while navigating the ambiguity
Experience with modeling and forecasting Sales Commissions is a plus
Superior written and verbal communication skills with the ability to present complex information clearly and concisely
Proven track record and ability to work cross-functionally, while manage multiple priorities in a fast-paced and ambiguous environment
Familiarity with creating visualizations (through Tableau, Looker Studio, Power BI) is a plus
Strong experience in financial modeling and strategic business planning, including the creation and execution of robust financial plans
5+ years of experience in financial planning and analysis, preferably from a SaaS tech company in a finance/strategy role or a top management consulting firm (CPA or MBA preferred). We are looking for candidates that have worked in high-performance teams using complex modeling to discover business insights
Experience with detailed systems (ie. Adaptive, Workday, Coefficient, Intacct) to ensure accurate and scalable reporting
Benefits
Holistic health and wellness benefits: Company-paid medical, dental, and vision (with 100% employer paid options and 90% coverage for dependents), FSA and HSA, 401k match, and telehealth options including memberships to One Medical.
Support for Titans at all stages of life: Parental leave and support, up to $20k in fertility services (i.e. IUI and IVF), surrogacy, and adoption reimbursement, on demand maternity support through Maven Maternity, free breast milk shipping through Maven Milk, pet insurance, legal advisory services, financial planning tools, and more.
Flextime, recognition, and support for autonomous work: Flexible time off with ample learning and development opportunities to continue growing your career. We offer a comprehensive onboarding program, leadership training for Titans at all levels, and other programs and events. Great work is rewarded through Bonusly, peer-nominated awards, and more.
Training + Development
Information not given or found
Interview process
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Visa Sponsorship
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Security clearance
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Company
Overview
$625 million raised
Initial Public Offering Financing
The company went public on December 12, 2024, raising $625 million and debuting with a significant stock surge on Nasdaq.
$62 billion processed
Annual Transaction Volume
By mid-2024, the platform processed over $62 billion in transaction volume, reflecting its scale and influence in the industry.
Launched a cloud platform in 2012 to modernize trades businesses.
Integrates scheduling, dispatch, CRM, invoicing, payments, marketing, and analytics into one system.
Supports both residential and commercial contractors in industries like HVAC, plumbing, electrical, pest control, and landscaping.
Expanded internationally with a development hub in Armenia and acquired companies like Aspire and Convex to enhance its platform.
Features include AI-powered tools ( Titan Intelligence ), integrated financing, mobile technician apps, and robust reporting.
Serves clients from single-location plumbing shops to large MEP contractors managing complex jobs.
Began as a summer project to help the founders' fathers' contracting businesses and grew into a public tech firm.
Culture + Values
Customer Obsession
Own It
Continuous Improvement
High Standards
One Team
Environment + Sustainability
2030
Net Zero Target
Aiming to achieve net zero emissions by the year 2030, demonstrating a strong commitment to sustainability and climate action.
Working to reduce operational carbon footprint
Focus on energy efficiency and reducing waste
Inclusion & Diversity
Fostering a diverse, inclusive culture where all employees are valued and respected
Ensuring equal opportunities for growth and advancement
Continuing to make measurable progress toward gender parity and diversity at all levels