Join to apply for the Head of Finance role at Workstream Join to apply for the Head of Finance role at Workstream Get AI-powered advice on this job and more exclusive features. 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 degree in Finance, Accounting, Business, Economics, Engineering, or a related field. CPA or MBA is a plus.

Skills & Competencies

Deep understanding of SaaS metrics: LTV:CAC, CAC payback, ARR, NRR, Rule of 40. Strong proficiency in Excel/Google Sheets, Mosaic, Tableau, and SQL (ability to write queries). Exceptional communication skills—capable of distilling complex financial concepts for executive and board audiences. Proven track record in building financial infrastructure, forecasts, and board-ready presentations. Self-starter with strong judgment, organizational skills, and attention to detail. Ability to speak Chinese is a plus (not required). Comfortable commuting to our Menlo Park office at least 4 days per week.

Working at Workstream

We operate with urgency, ownership, and a growth mindset. This is not a traditional 9-to-5 role—we value accountability, flexibility, and getting results. If you thrive in high-growth environments and are passionate about building from scratch, we’d love to connect.

What We Offer

A mission-driven and value-based company dedicated to empowering deskless workers and local businesses An early employee opportunity at a Series B hyper-growth startup with over $120M in funding Work directly 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 premiums for employees and 85% for dependents In-office amenities and stocked kitchen 401(k) Plan Pre-tax commuter benefits Learning and development stipend Unlimited PTO

Salary Range

In compliance with the California Pay Transparency Law, the salary range for this role is between $175000 to $225000 in Menlo Park. This range is not inclusive of our discretionary bonus or 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.

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