Director of Finance

First 30 Days

• Immerse in FleetPulse’s business: understand revenue model, key customers, current financial processes, and the existing accounting setup. Build strong working relationships with the CEO, leadership team, and any current accounting/bookkeeping resources. - Audit the current state: assess the close process, chart of accounts, existing systems, and AR/AP workflows; identify the most urgent gaps and quick wins. - Own your first month-end close, even if imperfect, and deliver a clear-eyed post-mortem with a prioritized improvement plan. - Evaluate ERP options: identify 2–3 candidate platforms appropriate for FleetPulse’s stage and complexity, complete demos, and deliver a recommendation with rationale to the CEO. First 60 Days

• Implement your highest-priority process improvements to the close, AR, and AP workflows—materially tightening cycle times and reducing manual effort. - Deliver the first fully owned FleetPulse financial package: monthly P&L, balance sheet, cash flow statement, and KPI summary, on time and ready for board-level review. - Kick off the ERP migration: finalize the vendor selection, execute the contract, and begin the implementation—data migration, configuration, and UAT planning underway. - Establish a recurring financial reporting cadence with the CEO and initiate the first pass of a rolling 12-month forecast. First 90 Days

• Complete the ERP migration: go live on the new system with clean historical data migrated, existing workflows transitioned, and the team trained and operational. - Complete the first full annual budget cycle or a mid-year reforecast, depending on timing, with full department-level detail and board-ready presentation. - Have a fully documented, repeatable close process in place with a target close timeline of 5 business days or fewer. - Present a 6-month finance roadmap to the CEO: what you’ve built, what’s next, and where the function needs to go as the company scales. COMPETENCIES (SKILLS & BEHAVIORS)

• Equally comfortable closing the books and building a five-year model; doesn’t wait to be asked and doesn’t outsource what can be done in-house. Full-Stack Finance Ownership:

• Has a strong point of view on how finance operations should run, the tools that support them, and the discipline to implement improvements without needing a large team. Systems & Process Builder:

• Can work through complexity in financial data, identify what’s driving variances, and communicate insights clearly to non-finance stakeholders. Analytical Rigor:

• Has operated in a fast-moving, resource-constrained environment and understands the trade-offs between speed, rigor, and scale. Startup Fluency:

• Comfortable at the CEO’s side for board prep, investor conversations, and business model discussions—not just reporting on what happened, but shaping what comes next. Strategic Partner:

• Brings an uncompromising standard to financial reporting, internal controls, and compliance—without letting perfect be the enemy of good. High Integrity:

CULTURAL FIT

• “Let’s figure it out!!” attitude — bias for action and relentless problem-solving

• Builder mentality — energized by creating structure and process where there isn’t any yet

• Humble, low-ego, curious, and resilient

• Energized by ambiguity; motivated by hard problems and real ownership

• Resonates with FleetPulse’s mission to unlock the full profit potential of every trailer

• Deep care about accuracy, integrity, and doing things right the first time

• Fits into a fast-moving, collaborative culture that values debate, accountability, and kindness

WHY JOIN FLEETPULSE

• Step into a high-impact, first-in-seat finance role with the opportunity to build a function from scratch at an inflection-point company. - Direct access to the CEO and full context on strategy, customers, and roadmap — no layers, no politics. - Strong investor backing and major OEM distribution partnerships put FleetPulse on a steep growth trajectory. - Work with a team that moves fast, balances ambition with sustainability, and makes room for diverse perspectives (no hierarchy). - Real ownership: you’ll set the direction for how finance works at FleetPulse for years to come. BASIC QUALIFICATIONS

• 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. 📩 Does this sound like you? We’d love to learn more.