Finance Lead

Posted:
8/22/2024, 11:49:31 AM

Location(s):
San Francisco, California, United States ⋅ California, United States

Experience Level(s):
Senior

Field(s):
Finance & Banking

Workstream is a mission-driven company that believes in building premium, modern software solutions for hourly businesses. There are 2.7 billion hourly workers, who make up 80% of the global workforce, but they've been heavily underserved by technology and deserve better. We help local businesses around you hire, manage, and pay qualified workers.

Our customers include leading brands from multiple sectors, including Burger King, Carl's Jr./Hardee's, IHOP, KFC, and Culvers. At series B, we are quickly expanding our product portfolio. We are backed by legendary VCs and industry experts like Founders Fund, BOND, and Coatue.

We are looking for a self-motivated, detail-oriented Finance Lead to join our small but mighty team. The ideal candidate will have strong attention to detail, thrives in a fast paced environment, and loves organizing. This role will pay an integral role in coordinating and executing various People and Office processes and will work cross functionally with other teams across the organization.

Responsibilities:

  • Drive end-to-end financial planning and reporting, including budgeting and forecasting, actuals vs. budget variance analysis, identifying key drivers etc.
  • Own, maintain and build on our internal operating model, including headcount and operating expense tracking and modelling
  • Drive ad-hoc analyses, business cases and scenario analyses to influence investment decisions, business strategy and making recommendations for change
  • Support month-end close process, working together with Accounts Payables and Accounting
  • Collaborate closely with business partners to review financial performance and implement scalable processes for managing finance requests
  • Facilitate deal negotiations with vendors and partners, including financial analysis.
  • Prepare presentations and maintain regular communication cadence with internal and external stakeholders
  • Assist teams with other ad-hoc projects, analysis and reporting
  • Serve as a thought leader by keeping up to speed on the latest FP&A best practices and available systems and tools

What we are looking for:

  • 2+ years of experience within an FP&A/Finance role 
  • 2+ years of experience in investment banking, private equity or venture capital is a plus
  • Bachelor's degree in Accounting, Finance, Business, Economics, or other quantitative field
  • Excellent analytical and Excel/Google Sheets skills with the ability to independently design model solutions
  • Robust ability and experience in building three-statement financial models and a thorough understanding of accounting principles
  • Strong attention to detail (without getting lost in them)
  • Structured and strategic thinking and the ability to tell the story/draw insights and conclusions from the data
  • Effective communication skills, able to partner with colleagues at all levels and strong presentation skills
  • Self-starter with an ownership mentality, who is proactive, intellectually curious, and not afraid to seek out projects independently

Additional Information 

Workstream provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. 

We are committed to the full inclusion of all qualified individuals.