Financial Planning and Analysis Manager at Workstream

Lehi, Utah, United States

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Not SpecifiedCompensation

Mid-level (3 to 4 years), Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Technology, HR Tech, SaaSIndustries

Requirements

Strategic thinker and proactive business partner
Thrives in a fast-paced environment
Highly resourceful and able to wear multiple hats across finance, systems, and operations
Hands-on yet strategic, enjoys solving complex problems, building structure out of ambiguity, and leveraging systems to streamline financial workflows
Ability to collaborate closely with Controller, Accounting, and cross-functional leaders
Full-time hybrid position based in Lehi, Utah, with in-office days on Tuesday, Wednesday, and Thursday

Responsibilities

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
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 (HRIS, Payroll, Spend Management (Airbase), Payments/PO systems, ERP, EPM (Mosaic), 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
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
Collaborate cross-functionally to design and implement new processes that enhance financial visibility and discipline
Translate complex financial concepts (incomplete in description)

Skills

FP&A

Financial Planning

Financial Reporting

Financial Modeling

Business Partnering

Financial Systems

Data Analysis

Excel

Financial Visibility

Scalable Processes

Workstream

HR platform for hiring and onboarding

About Workstream

Workstream.us is a platform that helps businesses streamline their hiring and onboarding processes, particularly for hourly workers. It offers tools for applicant tracking, digital onboarding, payroll management, and employee engagement, all designed to attract and engage job candidates effectively. The platform uses artificial intelligence to automate HR tasks, allowing businesses to focus more on their employees. Workstream differentiates itself by providing a comprehensive suite of HR solutions tailored for hourly worker employment, with a subscription-based revenue model.

San Francisco, CaliforniaHeadquarters

2017Year Founded

$114.8MTotal Funding

SERIES_BCompany Stage

Enterprise Software, AI & Machine LearningIndustries

201-500Employees

Benefits

Medical, dental, & vision

Paid counseling sessions

Competitive market compensation

Generous stock

Flexible PTO

Paid parental leave

Professional development

Risks

Emerging HR tech startups may erode Workstream's market share.

AI-driven solutions face potential biases, leading to legal and reputational risks.

Economic downturns in the restaurant industry could impact Workstream's revenue.

Differentiation

Workstream offers a comprehensive HR platform tailored for the hourly workforce.

The platform integrates AI to automate and streamline HR tasks efficiently.

Workstream's multilingual AI chatbot enhances communication for diverse workforces.

Upsides

Growing demand for AI-driven HR solutions boosts Workstream's market potential.

Mobile-first HR solutions are increasingly popular among deskless and hourly workers.

Subscription-based model provides steady revenue and upselling opportunities.

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