Head of Finance, Workstream
$175-225k
+ Equity
4 days a week in office (Menlo Park, CA)
Hourly worker recruitment platform
Posted today
Hourly worker recruitment platform
201-500 employees
Posted today
$175-225k
+ Equity
4 days a week in office (Menlo Park, CA)
201-500 employees
Company mission
To help businesses hire faster and smarter, so they can focus on supporting their team and serving their customers.
Role
Who you are
- 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
- 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
What the job involves
- 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
- 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
- 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
- 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
- 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
- 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
- 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
- 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
Our take
Recruiting new staff can be a time-consuming process for HR teams; requiring them to source, screen, and communicate with every potential candidate. Whilst the process has been made easier through online job boards, this has only led to larger pools of potential candidates, putting further pressure on the workload of recruiters.
Workstream provides an hourly worker recruitment platform, focused on automating digital communication and application management with candidates to reduce workloads for recruitment teams. The platform also allows users to post open roles to over 25,000 job boards at once, in addition to automating all paperwork workflows.
Whilst the prevalence of smart recruitment platforms will present difficult competition for Workstream, the company shows the potential to disrupt the market with its automated communication, paperwork, and mass job posting capabilities. It continues to launch new products and features - such as its multilingual and customizable AI chatbot - and has raised strong capital to support accelerated expansion and the broadening of product development.
Kirsty
Company Specialist at Welcome to the Jungle
Company
Funding (last 2 of 3 rounds)
Sep 2022
$60m
SERIES B
Aug 2021
$48m
SERIES B
Total funding: $118m
Company benefits
- Comprehensive medical, dental and vision plans
- Access to a generous number of fully-paid counseling sessions with licensed therapists every year
- Flexible PTO
- Paid parental leave
- Equity options
- Quarterly learning reimbursement that can be used toward continuing education, books, subscriptions and more
Company HQ
SoMa, San Francisco, CA
Leadership
Desmond Lim
(Co-Founder & CEO)Experience as Product Manager for WeChat. CEO and Co-founder of QuikForce from 2014 to 2016.
Max Wang
(Co-Founder & CTO)Experience as Software Engineer for Sinovation Ventures. Co-founder and CTO of VC.CN from 2011 to 2016.
Lei Xu
(Co-Founder)Worked on Revenue Acceleration and Software Engineering for Google from 2012 to 2015. Experience as Co-founder and CTO of Emote.
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