Finance Lead

3 days 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.

  • Strategic Relations Lead

    4 weeks ago

    San Francisco, California, United States Best Friend Finance Full time

    Job Title: Strategic Relations LeadBest Friend Finance is seeking a highly skilled Strategic Relations Lead to spearhead our local engagement within the Bay Area's Latino tech community and beyond. This role is pivotal for our strategic positioning and brand representation.Key Responsibilities:Develop and execute a strategic approach to community engagement,...

  • Strategic Relations Lead

    2 weeks ago

    San Francisco, California, United States Best Friend Finance Full time

    Job SummaryBest Friend Finance is seeking a skilled Strategic Relations lead to foster strong connections within the Bay Area's Latino tech community. This role is crucial for our strategic positioning and requires a dynamic individual who can plan and execute impactful events, secure speaking engagements, and manage public relations efforts.Key...

  • Lead Site Reliability Engineer

    2 weeks ago

    San Francisco, California, United States Arta Finance Full time

    About Arta FinanceArta Finance is on a mission to empower individuals to take control of their financial lives. We value trust, teamwork, and adaptability in our team members.The RoleWe are seeking a skilled Site Reliability Engineer to join our Infrastructure team. As a key member of our team, you will be responsible for designing and building highly...

  • Lead Finance Applications Engineer

    2 weeks ago

    San Francisco, California, United States DocuSign Full time

    Unlock Business Potential with DocuSignAs a leading provider of electronic signature solutions, DocuSign empowers businesses to accelerate their agreements and simplify their lives. We're seeking a highly skilled Lead Finance Applications Engineer to join our team and drive innovation in our finance systems.About the RoleThis is a hybrid position, requiring...

  • Lead Scientist

    2 months ago

    San Diego, California, United States Flexi Finance Full time

    Principal Scientist - Medicinal Chemist & AI/MLStatus: ArchivedCompany: Flexi FinanceJob OverviewWorking with UsAt Flexi Finance, we redefine the conventional work experience. Here, you will engage in fascinating and impactful projects that contribute to the advancement of financial solutions. Collaborating with talented teams, you will have the opportunity...

  • GTM Finance Lead

    4 days ago

    San Francisco, California, United States Retool Full time

    About RetoolNearly every company in the world relies on custom software to operate. According to Gartner, up to 50% of all code is written for internal use. This includes tools for refunding orders, underwriting loans, onboarding employees, analyzing transactions, and providing customer support. However, most companies lack the resources to invest in these...

  • Lead Scientist

    2 months ago

    San Diego, California, United States Flexi Finance Full time

    Principal Scientist - Medicinal Chemist & AI/MLStatus: ArchivedCompany: Flexi FinanceJob OverviewAbout UsAt Flexi Finance, we are committed to delivering innovative solutions that have a meaningful impact on the financial industry. Our work environment is designed to foster creativity and collaboration, allowing our employees to thrive in their careers while...

  • Lead Scientist

    2 months ago

    San Diego, California, United States Flexi Finance Full time

    Principal Scientist - Medicinal Chemist & AI/MLStatus: ArchivedCompany: Flexi FinanceJob OverviewAbout UsAt Flexi Finance, we redefine the boundaries of innovation. Our work is not just a job; it is a commitment to transforming lives through groundbreaking financial solutions. Here, you will engage in meaningful projects that challenge the status quo and...

  • Strategic Finance Systems and Operations Lead

    4 days ago

    San Francisco, California, United States Figma Full time

    About the RoleFigma is seeking a highly skilled and experienced Strategic Finance Systems and Operations professional to join our team. As a key member of our Strategic Finance team, you will play a critical role in driving business growth and success through the development and implementation of strategic financial systems and operations.Key...

  • Lead Scientist

    2 months ago

    San Diego, California, United States Flexi Finance Full time

    Principal Scientist - Medicinal Chemist & AI/MLStatus: ArchivedCompany: Flexi FinanceJob OverviewAbout UsAt Flexi Finance, we are dedicated to making a significant impact in the financial sector through innovative solutions. Our work environment is characterized by a commitment to excellence, collaboration, and diversity. Here, you will find opportunities...

  • Lead Scientist

    2 months ago

    San Diego, California, United States Flexi Finance Full time

    Principal Scientist - Medicinal Chemist & AI/MLStatus: ArchivedCompany: Flexi FinanceJob OverviewAbout UsAt Flexi Finance, we are dedicated to pioneering innovative solutions that significantly impact the financial landscape. Our commitment to excellence is reflected in our dynamic work environment where creativity and collaboration thrive.Role SummaryWe are...

  • Lead Scientist

    2 months ago

    San Diego, California, United States Flexi Finance Full time

    Principal Scientist - Medicinal Chemist & AI/MLStatus: ArchivedCompany: Flexi FinanceJob OverviewAbout UsAt Flexi Finance, we are dedicated to transforming the financial landscape through innovative solutions. Our commitment to excellence drives us to seek talented individuals who are eager to contribute to meaningful projects that impact lives.Role...

  • Finance Director

    3 weeks ago

    San Francisco, California, United States Linea Energy Full time

    About Linea EnergyLinea Energy is a pioneering independent power company dedicated to developing, building, and operating renewable energy projects across the Americas. Our mission is to provide sustainable energy solutions that empower communities and drive the transition to a clean energy future. Headquartered in San Francisco, California, Linea Energy is...

  • Finance Director

    1 week ago

    San Francisco, California, United States Michael Page Full time

    Job Title: Director of FinanceAbout the Role:We are seeking a highly skilled and experienced Director of Finance to join our team at Michael Page. As a key member of our leadership team, you will be responsible for leading our finance function and working closely with our senior leadership team to drive business performance.Key Responsibilities:• Lead the...

  • Finance Systems Lead

    2 weeks ago

    San Mateo, California, United States Roblox Full time

    Join Our Team as a Finance Systems LeadWe are seeking a highly skilled Finance Systems Lead to join our team at Roblox. As a key member of our Finance team, you will be responsible for designing and building complex financial models in our Enterprise Performance Management (EPM) tool. Your expertise will help us drive business growth and improve financial...

  • Director of Finance

    4 days ago

    San Francisco, California, United States Michael Page Full time

    Job Title: Director of FinanceAbout the Role:Michael Page is seeking a highly skilled Director of Finance to join our client, a 5-star hotel and residence in San Francisco. As a key member of the leadership team, you will be responsible for leading the FP&A function, overseeing budgeting, forecasting, and financial analysis. You will partner with hotel...

  • Finance Director

    2 weeks ago

    San Francisco, California, United States Alignment Healthcare Full time

    Job Title: Director/Sr. Director, Market FinanceAlignment Healthcare is seeking a seasoned finance leader to join our team as a Director/Sr. Director, Market Finance. This role will play a critical part in driving financial strategy and planning across our markets.Key Responsibilities:Develop and execute financial plans and budgets for our markets, ensuring...

  • Finance Director

    1 month ago

    San Francisco, California, United States Medallia, Inc. Full time

    Job Title: Finance DirectorMedallia, Inc. is seeking a highly skilled Finance Director to lead our Corporate Finance team. As a key member of our finance team, you will be responsible for providing financial guidance and support to our executive leadership and investors.Key Responsibilities:Develop and manage the operating plan and key financial processes,...

  • Finance Director

    2 weeks ago

    San Francisco, California, United States Evergreen Services Group Full time

    Join Our Team as a Finance ManagerEvergreen Services Group is a leading holding company that acquires and operates B2B services companies across North America. Our mission is to create a unique and long-term oriented holding company that seeks to hold and grow businesses indefinitely.About the RoleWe are seeking a highly skilled Finance Manager to join our...

  • Head of Finance

    2 weeks ago

    San Francisco, California, United States Waabi Full time

    Head of Finance Job DescriptionWaabi, a pioneering AI company, is seeking a seasoned Head of Finance to lead its financial planning, management, and reporting functions. As a key member of the executive team, you will provide strategic financial guidance to senior management, ensuring the company's financial health and compliance, and optimizing financial...