Financial Planning and Analysis Manager at Workstream

Oregon, 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 who thrives in a fast-paced environment
Highly resourceful and able to wear multiple hats across finance, systems, and operations
Hands-on yet strategic mindset for 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, office-based availability 5 days a week (Monday, Tuesday, Friday at Menlo office; Wednesday, Thursday at San Francisco office)

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 like Airbase, Payments/PO systems, ERP, EPM like Mosaic, CRM/Sales tools) to enable seamless financial reporting
Help evaluate and design the next-generation finance systems stack for 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 highlighting critical metrics (revenue trends, margins, CAC, LTV, operational KPIs)
Partner with business leaders to build financial and operational models evaluating 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 on strategic projects

Skills

Key technologies and capabilities for this role

FP&AFinancial PlanningFinancial ReportingFinancial ModelingBusiness PartneringFinancial SystemsData AnalysisExcelSQLForecastingBudgeting

Questions & Answers

Common questions about this position

Is this role remote or office-based?

This is a full-time, office-based role requiring presence 5 days a week, with Monday, Tuesday, and Friday at the Menlo office, and Wednesday and Thursday at the San Francisco office.

What skills are required for the FP&A Manager role?

The role requires strategic thinking, proactivity as a business partner, resourcefulness, ability to thrive in a fast-paced environment, problem-solving in complex scenarios, building structure from ambiguity, and expertise in financial systems like HRIS, Payroll, Airbase, ERP, EPM (Mosaic), and CRM tools.

What is the salary or compensation for this position?

This information is not specified in the job description.

What is the company culture like at Workstream?

Workstream has a fast-paced, high-growth environment focused on mission-driven innovation for the hourly workforce, emphasizing close cross-functional collaboration, data-driven decisions, and scaling financial infrastructure.

What makes a strong candidate for this FP&A Manager role?

A strong candidate is a strategic thinker and proactive business partner who thrives in fast-paced settings, solves complex problems, builds scalable processes from ambiguity, and has experience optimizing financial systems for data integrity and efficiency.

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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