Finance Lead

4 weeks ago

San Francisco, California, United States Workstream Full time

We are seeking a highly skilled Finance Lead to join our team at Workstream. As a key member of our finance team, you will be responsible for driving end-to-end financial planning and reporting, including budgeting and forecasting, actuals vs. budget variance analysis, and identifying key drivers.

This role will play a critical part in coordinating and executing various People and Office processes, working cross-functionally with other teams across the organization.

Key Responsibilities:

  • Drive financial planning and reporting, including budgeting and forecasting, actuals vs. budget variance analysis, and identifying key drivers.
  • Own, maintain, and build on our internal operating model, including headcount and operating expense tracking and modeling.
  • Drive ad-hoc analyses, business cases, and scenario analyses to influence investment decisions, business strategy, and make 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.

Requirements:

  • 6+ 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.
  • Ability to be on site 4-5 days a week.

Salary Range:

In compliance with the California Pay Transparency Law, the base salary range for this role is between $170,000 - $200,000 in San Francisco. This range is not inclusive of our equity package. When determining a candidate's compensation, we consider a number of factors including skillset, experience, job scope, and current market data.

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