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.