Workstream
Financial Planning and Analysis Manager
Workstream, San Francisco, California, United States, 94199
Join to apply for the
Financial Planning and Analysis Manager
role at
Workstream .
Workstream is a mission‑driven company building the all‑in‑one HR, payroll, and hiring platform for managing the hourly workforce. There are 2.7 billion hourly workers, making up 80 % of the global workforce, but this market has been heavily underserved by technology and deserves better. Workstream has been purpose‑built for the hourly workforce from day one so that these businesses and their employees can thrive.
Grow With Us We are seeking an exceptional
FP&A Manager
to join our growing Finance team and help scale the company’s financial planning, reporting, and systems infrastructure. This role will play a critical part in enabling financial visibility across the organization and supporting informed, data‑driven decisions at every level.
Business Partnering & Financial Guidance
Serve as a trusted partner to department and functional leaders, helping them understand financial performance, manage budgets, and make data‑driven decisions.
Deliver streamlined, consistent, and insightful actuals vs. budget reporting across all departments.
Educate and empower budget owners to manage spend, interpret reports, and optimize resource allocation.
Provide strategic guidance around budget efficiency, headcount planning, and investment prioritization.
Build frameworks that foster accountability and financial ownership across the organization.
Systems & Process Enablement
Partner with the Controller and Accounting teams to strengthen the company’s financial systems infrastructure, ensuring data integrity and scalability.
Map and optimize data flows between key systems — including HRIS, Payroll, Spend Management (Airbase), Payments/PO systems, ERP, EPM (Mosaic), and CRM/Sales tools — to enable seamless financial reporting.
Help evaluate and design the next‑generation finance systems stack that supports accurate, timely, and transparent reporting.
Identify and implement process improvements and automation opportunities to enhance efficiency and scalability within FP&A and accounting workflows.
Reporting, Forecasting & Insights
Lead the creation and distribution of monthly and quarterly management reports, providing key metrics, financial performance analyses, and actionable insights for leadership and the Board.
Design and deliver dashboards that highlight metrics critical to decision‑making, including revenue trends, margins, CAC, LTV, and other operational KPIs.
Partner with business leaders to build financial and operational models that evaluate growth opportunities, pricing scenarios, and investment returns.
Work with RevOps and SalesOps to streamline sales commission structures, model pricing, and improve visibility into revenue performance by channel.
Strategic & Cross‑Functional Projects
Collaborate cross‑functionally to design and implement new processes that enhance financial visibility and discipline.
Translate complex financial and operational data into clear narratives and visuals for executive and Board reporting.
Support ad hoc strategic analyses and scenario modeling to inform key company decisions.
Champion a culture of transparency, accountability, and continuous improvement across the Finance function.
Who You Are
5+ years of FP&A or Finance experience, ideally in a SaaS or high‑growth environment.
Strong understanding of financial planning, forecasting, and reporting processes.
Proven track record of business partnering with department leaders to drive accountability and strategic decision‑making.
Demonstrated systems acumen — ability to understand how HRIS, payroll, ERP, EPM, spend management, and CRM tools integrate to support reporting and insights.
Familiarity with SaaS financial metrics (ARR, NRR, GRR, LTV:CAC, payback).
Hands‑on experience building dashboards and reporting packages for leadership and Board audiences.
Advanced Excel/Google Sheets and financial modeling skills; able to translate data into actionable recommendations.
Excellent communication and presentation skills, capable of simplifying complex financial concepts for non‑finance audiences.
Strong project management skills with the ability to execute and deliver results independently.
Nice To Have
Experience designing or implementing financial systems integrations or migrations (EPM, ERP, Spend Management, HRIS, etc.).
Comfortable working cross‑functionally with Sales, Operations, and Product teams on pricing and revenue initiatives.
A proactive problem‑solver with a continuous improvement mindset who leverages technology to drive efficiency and insight.
Why You’ll Love Working Here
A mission‑driven company dedicated to empowering deskless workers and local businesses.
Opportunity to shape the controllership function at a fast‑growing Series B SaaS company.
Hybrid schedule with meaningful autonomy and flexibility.
Competitive compensation and benefits including equity, health coverage, and 401(k).
What We Offer
A mission‑driven and value‑based company dedicated to empowering deskless workers and local businesses.
An early employee opportunity at a Series B hyper‑growth startup with over $120 M in funding.
Work directly with the founding team and industry veterans to accelerate your career.
Competitive salary and equity.
Comprehensive health coverage: medical, dental, and vision. We pay 95 % of premiums for employees and 85 % for dependents.
In‑office amenities and stocked kitchen.
401(k) Plan.
Pre‑tax commuter benefits.
Learning and development stipend.
Unlimited PTO.
Salary Range In compliance with the California Pay Transparency Law, the salary range for this role is between $140,000 to $160,000 in San Francisco. This range is not inclusive of our discretionary bonus or equity package. When determining a candidate’s compensation, we consider a number of factors including skillset, experience, job scope, and current market data.
Workstream provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. We are committed to the full inclusion of all qualified individuals.
#J-18808-Ljbffr
Financial Planning and Analysis Manager
role at
Workstream .
Workstream is a mission‑driven company building the all‑in‑one HR, payroll, and hiring platform for managing the hourly workforce. There are 2.7 billion hourly workers, making up 80 % of the global workforce, but this market has been heavily underserved by technology and deserves better. Workstream has been purpose‑built for the hourly workforce from day one so that these businesses and their employees can thrive.
Grow With Us We are seeking an exceptional
FP&A Manager
to join our growing Finance team and help scale the company’s financial planning, reporting, and systems infrastructure. This role will play a critical part in enabling financial visibility across the organization and supporting informed, data‑driven decisions at every level.
Business Partnering & Financial Guidance
Serve as a trusted partner to department and functional leaders, helping them understand financial performance, manage budgets, and make data‑driven decisions.
Deliver streamlined, consistent, and insightful actuals vs. budget reporting across all departments.
Educate and empower budget owners to manage spend, interpret reports, and optimize resource allocation.
Provide strategic guidance around budget efficiency, headcount planning, and investment prioritization.
Build frameworks that foster accountability and financial ownership across the organization.
Systems & Process Enablement
Partner with the Controller and Accounting teams to strengthen the company’s financial systems infrastructure, ensuring data integrity and scalability.
Map and optimize data flows between key systems — including HRIS, Payroll, Spend Management (Airbase), Payments/PO systems, ERP, EPM (Mosaic), and CRM/Sales tools — to enable seamless financial reporting.
Help evaluate and design the next‑generation finance systems stack that supports accurate, timely, and transparent reporting.
Identify and implement process improvements and automation opportunities to enhance efficiency and scalability within FP&A and accounting workflows.
Reporting, Forecasting & Insights
Lead the creation and distribution of monthly and quarterly management reports, providing key metrics, financial performance analyses, and actionable insights for leadership and the Board.
Design and deliver dashboards that highlight metrics critical to decision‑making, including revenue trends, margins, CAC, LTV, and other operational KPIs.
Partner with business leaders to build financial and operational models that evaluate growth opportunities, pricing scenarios, and investment returns.
Work with RevOps and SalesOps to streamline sales commission structures, model pricing, and improve visibility into revenue performance by channel.
Strategic & Cross‑Functional Projects
Collaborate cross‑functionally to design and implement new processes that enhance financial visibility and discipline.
Translate complex financial and operational data into clear narratives and visuals for executive and Board reporting.
Support ad hoc strategic analyses and scenario modeling to inform key company decisions.
Champion a culture of transparency, accountability, and continuous improvement across the Finance function.
Who You Are
5+ years of FP&A or Finance experience, ideally in a SaaS or high‑growth environment.
Strong understanding of financial planning, forecasting, and reporting processes.
Proven track record of business partnering with department leaders to drive accountability and strategic decision‑making.
Demonstrated systems acumen — ability to understand how HRIS, payroll, ERP, EPM, spend management, and CRM tools integrate to support reporting and insights.
Familiarity with SaaS financial metrics (ARR, NRR, GRR, LTV:CAC, payback).
Hands‑on experience building dashboards and reporting packages for leadership and Board audiences.
Advanced Excel/Google Sheets and financial modeling skills; able to translate data into actionable recommendations.
Excellent communication and presentation skills, capable of simplifying complex financial concepts for non‑finance audiences.
Strong project management skills with the ability to execute and deliver results independently.
Nice To Have
Experience designing or implementing financial systems integrations or migrations (EPM, ERP, Spend Management, HRIS, etc.).
Comfortable working cross‑functionally with Sales, Operations, and Product teams on pricing and revenue initiatives.
A proactive problem‑solver with a continuous improvement mindset who leverages technology to drive efficiency and insight.
Why You’ll Love Working Here
A mission‑driven company dedicated to empowering deskless workers and local businesses.
Opportunity to shape the controllership function at a fast‑growing Series B SaaS company.
Hybrid schedule with meaningful autonomy and flexibility.
Competitive compensation and benefits including equity, health coverage, and 401(k).
What We Offer
A mission‑driven and value‑based company dedicated to empowering deskless workers and local businesses.
An early employee opportunity at a Series B hyper‑growth startup with over $120 M in funding.
Work directly with the founding team and industry veterans to accelerate your career.
Competitive salary and equity.
Comprehensive health coverage: medical, dental, and vision. We pay 95 % of premiums for employees and 85 % for dependents.
In‑office amenities and stocked kitchen.
401(k) Plan.
Pre‑tax commuter benefits.
Learning and development stipend.
Unlimited PTO.
Salary Range In compliance with the California Pay Transparency Law, the salary range for this role is between $140,000 to $160,000 in San Francisco. This range is not inclusive of our discretionary bonus or equity package. When determining a candidate’s compensation, we consider a number of factors including skillset, experience, job scope, and current market data.
Workstream provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. We are committed to the full inclusion of all qualified individuals.
#J-18808-Ljbffr