Full-Time

Finance Manager

Confirmed live in the last 24 hours

HoneyBook

HoneyBook

201-500 employees

Clientflow management platform for freelancers

Compensation Overview

$140k - $160k/yr

Senior

San Francisco, CA, USA

Hybrid schedule requiring 3 days in-office per week.

Category
Financial Planning and Analysis (FP&A)
Finance & Banking
Required Skills
Financial Modeling
Requirements
  • 5-8 years of finance experience with a mix of startup and investment banking (or similar work experience)
  • Exceptional modeling skills including experience building metrics-driven revenue forecasts and integrated three-statement financial models
  • Innate curiosity and analytical skills with an ability to think critically about key drivers
  • Ability to collaborate and communicate effectively with cross-functional partners
  • Comfortable operating in an unstructured and fast-paced environment
  • Solid foundation in financial accounting and management reporting
  • Bachelor’s degree is required, an MBA is a plus
  • Experience in SaaS and/or payments is a plus
Responsibilities
  • Own the company's three-statement financial model and develop both short-term and long-range forecasts
  • Gain a deep understanding of our key operational metrics and conduct complex cohort modeling and unit economics analysis
  • Lead management and investor reporting, including KPIs and actuals vs plan in order to deliver monthly and quarterly performance analyses for our Leadership team and Board of Directors
  • Play an integral role in the semi-annual planning process and collaborate with department leads to build and track operational budgets
  • Interpret and present key findings directly to senior leadership across multiple functions
  • Build metrics-driven financial models to assess new business opportunities
  • Partner closely with cross-functional teams to provide value-added business insight and decision support
Desired Qualifications
  • MBA is a plus
  • Experience in SaaS and/or payments is a plus

HoneyBook provides a platform for managing client interactions and projects specifically tailored for independent businesses and freelancers. The platform includes tools for invoicing, contract management, scheduling, and workflow automation, allowing users to streamline their processes and improve efficiency. HoneyBook operates on a subscription model, offering different pricing tiers based on the features needed. This approach allows users to access a suite of customizable tools that help them maintain a professional image while managing their client relationships. Unique features such as automated replies, follow-ups, and interactive proposals enhance client engagement, setting HoneyBook apart from competitors in the business services market. The goal of HoneyBook is to empower freelancers and small business owners by simplifying their client management tasks.

Company Size

201-500

Company Stage

Series E

Total Funding

$498M

Headquarters

San Francisco, California

Founded

2013

Simplify Jobs

Simplify's Take

What believers are saying

  • AI tools enhance personalized client management without manual input, boosting user satisfaction.
  • Recent $250M funding round supports expansion and innovation in client management solutions.
  • Growing demand for seamless payment processing aligns with HoneyBook's integrated invoicing features.

What critics are saying

  • Competition from platforms like Dubsado and Bonsai may impact HoneyBook's market share.
  • Economic downturns could reduce subscription renewals and new sign-ups for HoneyBook.
  • Privacy concerns over AI data usage may lead to regulatory challenges for HoneyBook.

What makes HoneyBook unique

  • HoneyBook integrates AI to automate client management for freelancers and small businesses.
  • The platform offers customizable templates for professional client interactions and workflow efficiency.
  • HoneyBook's subscription model provides tiered access to invoicing, contracts, and scheduling tools.

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Benefits

Wellness Program

Parental Leave

Company Equity

Hybrid Work Options

Growth & Insights and Company News

Headcount

6 month growth

0%

1 year growth

0%

2 year growth

0%
PYMNTS
Mar 25th, 2025
Honeybook Debuts Ai Business Management Tools To Help Smbs

HoneyBook, a business platform for service-based entrepreneurs, introduced artificial intelligence-powered business management tools. “While AI solutions have largely been built for enterprises or consumers, independent entrepreneurs have been left with fragmented tools that require constant coordination,” the company said in a Tuesday (March 25) news release. “HoneyBook is changing that by embedding AI directly into business workflows, making automation seamless, proactive and deeply integrated into the way entrepreneurs work.”. HoneyBook’s AI offering can suggest leads and help create content to manage those leads. It can also manage projects and tackle finances after booking. Using “deep contextual intelligence” from 10 years of independent business data, HoneyBook AI allows for “smarter, more personalized decisions” with no need for users to train the AI, the release said

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Israeli-Founded Firm HoneyBook Raises $250M At $2B Valuation

Israeli-founded business management firm HoneyBook announced this week that they have raised a $250 million Series E equity round just six months after raising a $155 million Series D round in May and becoming a unicorn at over $1 billion valuation.

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HoneyBook, a business software tech startup and a provider of customer relationship management platform aimed at freelancers and small businesses in creative fields, announced today it has raised $250 million in funding led by investment giant Tiger Global Management. The […]

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HoneyBook, a San Francisco, CA-based client experience and financial management platform for independent service-based businesses, raised $155m in Series D equity funding at a $1 billion valuation. The round was led by Durable Capital Partners with participation from Tiger Global Management, Battery Ventures, Zeev Ventures, 01 Advisors as well as existing investors Norwest Venture Partners, […]