Financial Systems Analyst
Posted 28 Sep 2026
Advertised as “Senior Financial Systems Analyst - CRM, SaaS & Service”
BranchFactor Summary
The original posting with the fluff stripped out
- Expected experience
- 5+ yrs
- Management level
- People management
No salary listed for this role.
Field of studyBusiness, Computer Science, Data Analytics, Information Systems (or related)
Study levelBachelor's
Build the Future with Us — EquipmentShare is Hiring a Senior Financial Systems Analyst - CRM, SaaS & Service
At EquipmentShare, we’re not just filling a role — we’re assembling the best team on the planet to build something that’s never been built before. We’re on a mission to transform an industry that’s been stuck in the past by empowering contractors and communities through innovative technology, real-time support, and a team that truly cares.
We’re hiring a Senior Financial Systems Analyst - CRM, SaaS & Service at our Corporate Headquarters in Columbia, MO, and we’re looking for someone who’s ready to grow with us, bring energy and drive to their work, and help us build the future of construction.
The Senior Financial Systems Analyst supports the systems, automations, and integrations that enable T3 Sales and Service teams, ensuring HubSpot configurations, workflows, reporting, and related tools meet business and leadership needs. Working closely with leaders and frontline teams, this role translates business requirements into scalable HubSpot solutions, automation, reporting, integrations, and well-documented processes while leading initiatives and promoting best practices.
Primary Responsibilities
- Serve as a senior systems partner to T3 Sales and Service teams and leadership, converting business problems into scalable system and process improvements.
- Administer HubSpot users, teams, permissions, properties, objects, pipelines, quotes, playbooks, lists, workflows, reports, dashboards, and data-quality controls.
- Design and maintain CRM workflows that support sales execution, customer engagement, service operations, management visibility, and consistent business processes.
- Gather and document requirements, map current and future-state processes, identify control and data gaps, define acceptance criteria, and recommend practical solutions.
- Build and support low-code applications and other internal tools that improve operational efficiency, data quality, and user experience.
- Evaluate and implement with the help of Engineering, appropriate AI-assisted and agentic workflows using approved enterprise tools, with clear objectives, human review, testing, monitoring, and documented controls.
- Configure and troubleshoot integrations using REST APIs, webhooks, JSON payloads, authentication methods, and scheduled or event-driven automation.
- Use SQL and cloud data platforms to investigate production issues, validate records, reconcile system outputs, and confirm that workflows and internal tools operate as designed.
- Support secure and reliable data movement between HubSpot and connected enterprise applications, reporting platforms, and internal systems.