Grow With Us

We are seeking an exceptional Strategic Finance Manager to join our growing Finance team and help scale the company's financial planning, reporting, and systems infrastructure. This role will own all FP&A operations and play a critical part in enabling financial visibility across the organization and supporting informed, data-driven decisions at every level.

The ideal candidate is a strategic thinker, proactive business partner, and AI-savvy problem-solver who thrives in a fast-paced environment, is highly resourceful, and can wear multiple hats across finance, systems, and operations. You will collaborate closely with the Controller, Accounting, and cross-functional leaders to build scalable processes, improve financial transparency, continuously optimize our financial operations using emerging technologies, and deliver actionable insights that drive operational and financial efficiency.

This is a hands-on yet strategic role for someone who enjoys solving complex problems, building structure out of ambiguity, and leveraging systems and AI to streamline financial workflows. This position is based in the Bay Area and requires regular in-office collaboration (at least four days per week) in San Francisco and/or Menlo Park.

Day in the Life

Business Partnering & Financial Guidance

• Serve as a trusted partner to department and functional leaders, proactively identifying opportunities to improve financial performance, manage budgets, and make data-driven decisions.
• Deliver streamlined, consistent, and insightful actuals vs. budget reporting across all departments, translating complex financial data into clear narratives for different audiences.
• Educate and empower budget owners to manage spend, interpret reports, and optimize resource allocation with accountability and transparency.
• Provide strategic guidance around budget efficiency, headcount planning, investment prioritization, and cash flow management.
• Build frameworks that foster accountability and financial ownership across the organization.

AI-Powered Process Innovation & Systems Enablement

• Lead the adoption and integration of AI tools to automate financial processes, improve forecasting accuracy, and enhance financial modeling capabilities—actively experimenting with emerging technologies to optimize efficiency and insight generation.
• Partner with the Controller and Accounting teams to strengthen the company's financial systems infrastructure, ensuring data integrity, scalability, and seamless integration across key platforms.
• 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, real-time financial reporting and insights.
• Help evaluate and design the next-generation finance systems stack that supports accurate, timely, transparent, and AI-enhanced reporting and forecasting.
• Identify and implement process improvements and automation opportunities to enhance efficiency and scalability within FP&A and accounting workflows.

Reporting, Forecasting & Continuous Insight Generation

• 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, cash burn, and other operational KPIs.
• Continuously update and refine forecasts to maintain real-time visibility into financial performance, cash position, and variance drivers—identifying over/underspend and improving forecast accuracy over time.
• 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 across the organization.
• Support strategic analyses, scenario modeling, and M&A due diligence to inform key company decisions and long-term growth strategy.
• Champion a culture of transparency, accountability, continuous improvement, and proactive financial optimization across the Finance function and broader organization.

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, budgeting, 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.
• Hands-on experience with AI tools (ChatGPT, Claude, etc.) for financial analysis, modeling, and process automation; comfort building and refining financial models using AI assistance.
• Familiarity with SaaS financial metrics (ARR, NRR, GRR, LTV:CAC, payback, etc.).
• 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 and proactively.
• High attention to detail, ownership mindset, self-sufficient judgment, and ability to operate effectively in a fast-paced, scaling environment.

Preferred Experience

• Hands-on experience with M&A processes, including financial due diligence and acquisition modeling/valuation analysis.
• 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 and AI to drive efficiency and insight.

What We Offer

• A mission-driven and value-based company dedicated to empower deskless workers and local businesses
• An early employee opportunity at a Series B hyper-growth startup; work 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 your premiums for our employees and 85% for dependents
• 401K Plan
• Pre-tax commuter benefits
• Learning/development stipend
• Flexible PTO

Salary Range

In compliance with the California Pay Transparency Law, the base salary range for this role is between $130,000 – $160,000 annually, in San Francisco. This role includes participation in Workstream's stock option program, offering meaningful equity ownership in the company. When determining a candidate’s compensation, we consider a number of factors including skillset, experience, job scope, and current market data.

Values

Here are our Company Values and we’d love to have individuals who can be a culture-add to our team!

What We Offer

• Permanently Remote
• Pay wired directly to your bank account
• $50 Monthly Stipend
• Annual Bonus
• Flexible PTO
• Enjoy company time off during some of the major US and PH Holidays
• Company-issued Device
• Career fast track for performers and internal mobility
• Learn from a team of Stanford, MIT, Google and Harvard alumni

Grow With Us

We're looking for an experienced Recruiter to join the Philippine Recruiting  team at Workstream. You'll be a key part of our global talent strategy, dedicated to sourcing top talent for our startup culture. The ideal candidate will be passionate about connecting exceptional talent with our innovative environment, proficient in assessing qualifications, and deeply aligned with our mission.

As a Recruiter, you'll play a crucial role in identifying and hiring top talent, making a direct impact on our high-performing team in the competitive SaaS industry.

Day in the Life

• Drive the recruitment process from end to end, removing blockers and driving to a close
• Review and analyze resumes using our ATS software (Greenhouse) 
• Proactively source and engage potential candidates through various channels, including different job boards and social media
• Develop and execute creative sourcing strategies against prioritized requisitions
• Conduct comprehensive interviews and assessments to evaluate candidates' qualifications, skills, and cultural fit within our dynamic startup environment
• Manage various positions across different teams, including but not limited to sales, customer support, finance, and technology
• Partner closely with hiring managers to understand their talent needs, set expectations, and provide regular updates on candidate pipelines
• Ensure a positive and professional candidate experience throughout the recruitment process, from initial contact to offer acceptance
• Stay updated on industry trends, market dynamics, and competitor strategies to inform and refine our recruitment approach
• Monitor and report on recruitment metrics to enhance and streamline the recruiting process
• Contribute to the growth of Workstream's PH Recruiting function by developing and refining processes and serving as a thought partner for the rest of the team

Who You Are

• At least 1 year experience in recruitment, with the ability to manage a diverse range of roles effectively
• Proficiency in leveraging various recruitment tools and platforms to source and engage candidates
• Exceptional verbal and written communication skills to effectively convey job opportunities and requirements
• Strong relationship-building skills with candidates, hiring managers, and cross-functional teams
• Ability to assess candidates' qualifications and evaluate their alignment with our startup culture and values
• Willingness to adapt to changing priorities and thrive in a fast-paced, entrepreneurial environment
• Collaborative mindset and the ability to work closely with diverse teams
• High ethical and professional standards, ensuring compliance with all relevant laws and regulations
• Prior experience in Recruiting for sales positions within a Tech company

Nice To Have

• Experience in Recruiting Sales positions within a SaaS company
• Experience in a startup environment

Know More About Workstream

• https://www.workstream.us/blog/funding-series-b
• https://techcrunch.com/2021/08/26/workstreams-text-based-recruitment-tool-gets-a-48m-bet-from-bond-and-beyond/
• https://techbuzz.news/buzzworthy-august-27-2021/