Head of 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.

We are a team from UC Berkeley, Cornell, SJTU, Cambridge, NUS, with broad industry experiences from Tencent, Alibaba, Amazon, ByteDance, and more. 

Grow With Us

We’re seeking a strategic and hands-on Head of Finance to lead and scale our Finance, Accounting, Legal, and Business Operations functions. You’ll own financial forecasting, reporting, compliance, investor relations, and company-wide performance tracking (including OKRs). This role is highly cross-functional and central to our next phase of growth.

Reporting directly to the CEO, you'll play a key role in executive decision-making, strategic planning, and operational execution—ensuring financial discipline and clarity across the company.

This is a hybrid role based in Menlo Park, CA. The ideal candidate is comfortable working from our office at least 4 days per week. SaaS B2B experience is required.

Day in the Life

Financial Forecasting & Reporting

• Own and evolve company-wide financial forecasts and models to ensure accuracy and clarity.
• Build and refine Mosaic dashboards for real-time visibility into key financial metrics.
• Prepare and distribute regular investor and board updates, translating complex data into actionable insights.
• Lead annual and quarterly budgets, forecasts, and variance analyses.

Accounting, Compliance, and Controls

• Partner with our outsourced accounting firm to manage bookkeeping, reporting, tax filings, and audits.
• Ensure seamless accounts payable and receivable processes and maintain reliable payment operations.
• Oversee financial compliance across all domestic and international entities, ensuring sound controls.

Board & Investor Relations

• Create and present board-level materials, financial analyses, and strategic insights.
• Lead the preparation of fundraising and due diligence materials, including investor presentations and data rooms.
• Communicate financial narratives clearly to both internal stakeholders and external partners.

Go-To-Market Guardrails & Unit Economics

• Define and track key SaaS metrics, including LTV:CAC, CAC payback, ARR, NRR, and Rule of 40.
• Partner with Revenue Operations to provide financial insights that guide growth decisions and budget allocations.
• Deliver in-depth analysis on unit economics to support strategic planning and efficiency improvements.

Legal, Risk, and General Operations

• Manage legal operations and coordinate with external counsel on compliance, contracts, and corporate governance.
• Lead company-wide OKR tracking and cross-functional operational planning.
• Build and scale operational processes that support business growth and efficiency.

Cross-Functional Leadership

• Collaborate with teams across Product, Data, Legal, Recruiting, and more to align finance with broader business goals.
• Operate with autonomy and initiative—building models, frameworks, and dashboards from the ground up.
• Embrace an ownership mentality and a continuous improvement mindset.

Who You Are

Education & Experience

• 15+ years of progressive experience in finance, accounting, and business operations roles, including time at high-growth startups and established companies.
• Prior experience in SaaS B2B environments is required.
• Strong foundation in FP&A, accounting oversight, compliance, and investor relations.
• Bachelor's de