Strategic Finance Associate

Hi, Future Homie!

As a Homie, you’ll be part of an unstoppable team that puts customers first, embraces each day with excitement, and strives for excellence in everything you do. We’re revolutionizing the way small businesses manage their teams and grow their business. What this means for you is a shared passion for innovation and making a difference for the people we serve. So what do you say, will you join us on our mission to empower small businesses?

You are a bar raiser, which means you come with:

• 2 - 4 years of experience in investment banking, management consulting, private equity, corporate finance, or Strategic Finance at a high-growth startup
• Excellent financial modeling and presentation skills (e.g., Excel, Google Sheets, Google Slides)
• Experience with SQL, Looker, or other data visualization tools is preferred
• Experience in evaluating and forecasting SaaS and subscription business models is considered a valuable asset
• Strong communicator who can effectively convey complex analyses to a broad set of people
• A structured thinker who is data-driven and has a bias for action
• Track record of success in working cross-functionally, identifying and resolving issues by oneself, and generating results
• Fundamentally curious and relentless in understanding the “why”
• Possesses a sense of urgency in line with our value of “No Day Wasted”
• A lover of local businesses – supporting and building great products for them
• Ability to collaborate in the office weekly on Tuesdays and Wednesdays

What to expect as a Homie?

Are you ready for an exciting opportunity as a Strategic Finance Associate? You’ll be joining a fun, high-performing team of 4 (CFO, Director, 2 Associates) to shape business priorities and influence our company’s strategy through data-driven decision-making. This role demands a delicate balance between addressing immediate tactical needs and spearheading visionary long-term initiatives. As a key member of the Strategic Finance team, you’ll contribute to forecasting and financial reporting efforts, and play a crucial role in driving our organization forward. You will make an impact by: 

• Developing and maintaining both short-term and long-term financial forecasts across our business lines
• Conducting rigorous analyses of Homebase’s financial performance across business units and product lines and providing data-driven insights for weekly, monthly, quarterly, and annual reports
• Collaborating  with Product, Sales, Marketing, and Analytics team members to drive budgeting processes, strategic decision-making, and initiative prioritization
• Partnering with key cross-functional stakeholders (e.g., GMs, PMs, & CxOs) to surface insights and drive initiatives forward
• Diagnosing and pinpointing areas for improvement within the organization (cost reductions, changes to stale processes/systems) as you evaluate the company’s financial health and performance
• Preparing board materials and investor presentations that clearly and succinctly communicate the overall financial health of Homebase
• Supporting any fundraising / M&A / corporate development initiatives as they arise

• Stock Options - Everyone is an Owner! 
• Competitive group health benefits  coverage for you and your eligible dependents
• Group Investments, TFSA as well as an RRSP plan which offers a 4% company match
• Employer supplemented Medical, Dental, and Vision Insurance Plans
• Company-paid holidays and 20 days accrued PTO per year
• Continued learning and development stipend
• Paid parental leave after 1-year of service
• Top-of-the-line equipment and stipend for workspace setup
• Work from home days, Monday, Thursday, & Friday
• Meals provided at our vibrant workspaces
• Team offsites and monthly opportunities to engage with fellow Homie

• Meet the Talent Acquisition team, Lauren B. 
• Meet the Hiring Manager, Richard Sun
• Participate in a Case Assignment + Read Out with Nick McGonegal, Richard Sun, and Dan Bi Park
• Meet the Leadership team, Phil Moon
• Professional Reference Checks
• Background Check + Offer Stage
• Welcome to the team, Homie💜🎉

Diversity, Equity, and Inclusion at Homebase

At Homebase, we take pride in fostering a welcoming space where every Homie of every gender, age, orientation, culture and walk of life can be their full selves. Diverse perspectives empower us to build the best-in-class platform for small businesses and hourly shift workers. We recognize that experience comes in many forms, so if you think you’re close to what we’re looking for (even if you don’t meet 100% of the qualifications), we encourage you to apply!

Our mission is to make small business teams unstoppable.

Homebase is the everything app for hourly teams, with employee scheduling, time clocks, payroll, team communication, HR, and more. More than 100,000 small (but mighty) businesses rely on Homebase to make work radically easy and give their teams superpowers. As the leader in small business team management, Homebase tracked 1+ billion hours for 2.5+ million workers last year.

Homebase is based in San Francisco, Houston, Denver, and Toronto. We are backed by leading venture investors L Catterton Growth, Emerson Collective, Notable Capital, Bain Capital Ventures, Khosla Ventures, Baseline Ventures, Cowboy Ventures, Bedrock Capital, and PLUS Capital.

**Interview Recording Notice