Strategic Finance

Workstream is a mission-driven company that believes in building premium, modern software solutions for hourly businesses. There are 2.7 billion hourly workers, who make up 80% of the global workforce, but they've been heavily underserved by technology and deserve better. We help local businesses around you hire, manage, and pay qualified workers.

Our customers include leading brands from multiple sectors, including Burger King, Carl's Jr./Hardee's, IHOP, KFC, and Culvers. At series B, we are quickly expanding our product portfolio. We are backed by legendary VCs and industry experts like Founders Fund, BOND, and Coatue.

What You’ll Do

Financial Forecasting & Reporting

• Own, create, and refine Mosaic dashboards to provide real-time visibility into key financial metrics and projections.
  
  
• Maintain and continuously improve our financial forecasts to ensure consistent accuracy and reliability.
  
  
• Prepare and distribute investor updates on a regular basis.
  
  

Accounting, compliance and controls

• Partner closely with our accounting outsourced firm to manage accounting from bookkeeping, taxes, compliance, controls and more
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• Ensure that Workstream has a good accounts receivable and accounts payable process and that all payments are routed smoothly
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• Ensure that all compliance are done smoothly for Workstream as a company across our entities  

Board & Investor Relations

• Create and present board-level financial metrics, analyses, and slides for executive, investor, and board presentations.
  
  
• Lead the creation of investor materials, highlighting actionable insights for fundraising and due diligence.
  
  
• Support fundraising efforts by assembling data rooms and preparing critical investor documents.
  
  

Go-To-Market Guardrails & Unit Economics

• Provide in-depth analytical rigor to define financial guardrails for go-to-market teams.
  
  
• Partner with revenue operations to build an operational view of the business from a finance perspective, ensuring cross-functional alignment.
  
  
• Conduct detailed unit economics analyses—covering SaaS metrics like LTV:CAC, NRR, ARR, CAC payback, and Rule of 40—to guide strategic decisions.
  
  

Cross-Functional Collaboration

• Collaborate with data science, revenue operations, product, legal, and recruiting teams to develop data-driven financial recommendations and insights.
  
  

Independent & Proactive Work

• Operate autonomously with minimal guidance, applying sound business judgment to identify and solve problems quickly.
  
  
• Take the initiative to build processes, frameworks, and dashboards from scratch, reflecting our startup culture.
  
  
• Embody an owner mentality—work in a self-contained way without needing multiple teams for direction.
  
  
• Show curiosity and continuously improve: roll up your sleeves and iterate on financial models, dashboards, and analyses for optimal efficiency and clarity.
  
  

What We’re Looking For

Education & Experience

• Bachelor’s degree in Finance, Accounting, Business, Economics, Mathematics, Statistics, Computer Science, or Engineering (or related field).
  
  
• Ideally 6–8 years of total experience, with 3–4 years in investment banking, consulting, or Big Four, plus 3–4 years in a startup (preferably SaaS).
  
  

Skills & Competencies

• Deep understanding of SaaS metrics—such as LTV:CAC, NRR, ARR, CAC payback, and Rule of 40—and how they inform strategic decisions.
  
  
• Proficiency in Excel, Tableau, SQL (ability to write queries), Google Sheets, and Mosaic.
  
  
• Stellar communication skills: able to distill complex financial concepts in clear, concise English for board-level audiences.
  
  
• Proven track record creating and delivering board-ready presentations.
  
  
• Ability to speak Chinese is a plus (not required).
  
  
• Self-starter mindset: enthusiastic about owning projects with limited direction.
  
  
• Exceptional attention to detail, superb organizational skills, and the ability to manage competing priorities.
  
  
• Curiosity and a passion for continuous learning and self-improvement.
  
  

Working Hours & Expectations

• This is not a typical 9-to-5 role; we value individuals who love their work, take ownership, and embrace flexibility to get the job done.
  
  

We seek driven individuals who genuinely enjoy rolling up their sleeves and going the extra mile to achieve outstanding results.

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.

Additional Information 

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.