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Full-Time

Finance Lead

Confirmed live in the last 24 hours

Workstream

Workstream

201-500 employees

HR platform for hiring and onboarding

Enterprise Software
AI & Machine Learning

Compensation Overview

$170k - $200kAnnually

Senior

San Francisco, CA, USA

Requires onsite presence in San Francisco 4-5 days a week.

Category
Financial Planning and Analysis (FP&A)
Finance & Banking
Required Skills
Financial analysis
Business Strategy
Excel/Numbers/Sheets
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
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

Workstream.us is a platform that enhances the hiring and onboarding processes for businesses, particularly those that employ hourly workers. It offers a variety of HR solutions, including applicant tracking, digital onboarding, payroll management, and employee engagement tools, all powered by artificial intelligence to automate tasks and improve efficiency. What sets Workstream apart from competitors is its comprehensive suite of features combined with AI capabilities, allowing businesses to focus more on their workforce. The goal of Workstream is to streamline HR processes and foster better employee engagement through its technology.

Company Stage

Series B

Total Funding

$118M

Headquarters

San Francisco, California

Founded

2017

Growth & Insights
Headcount

6 month growth

-1%

1 year growth

0%

2 year growth

10%
Simplify Jobs

Simplify's Take

What believers are saying

  • Recent funding rounds, including a $60 million Series B extension, provide significant capital for expansion and product development.
  • The launch of the multilingual AI chatbot, Workstream Assistant, enhances the platform's capabilities and accessibility, potentially increasing user engagement and satisfaction.
  • Strategic hires like Jay Simons, former president of Atlassian, bring valuable expertise and leadership to the company.

What critics are saying

  • The competitive HR technology market requires continuous innovation to maintain a unique value proposition.
  • Focusing primarily on hourly workers may limit market reach compared to more versatile HR platforms.

What makes Workstream unique

  • Workstream focuses specifically on the hiring and onboarding needs of hourly workers, a niche often overlooked by broader HR platforms.
  • The integration of AI-driven tools like the Workstream Assistant chatbot sets it apart by automating and personalizing the hiring process.
  • Their mobile-first approach caters to the unique needs of deskless workers, making it more accessible and user-friendly for this demographic.

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Benefits

Medical, dental, & vision

Paid counseling sessions

Competitive market compensation

Generous stock

Flexible PTO

Paid parental leave

Professional development