Finance Lead

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.

Grow With Us

We are looking for a self-motivated, detail-oriented Finance Lead to join our small but mighty team. The ideal candidate will have strong attention to detail, thrives in a fast paced environment, and loves organizing. This role will pay an integral role in coordinating and executing various People and Office processes and will work cross functionally with other teams across the organization.

Day in the Life

• Drive end-to-end financial planning and reporting, including budgeting and forecasting, actuals vs. budget variance analysis, identifying key drivers etc.
• Own, maintain and build on our internal operating model, including headcount and operating expense tracking and modelling
• Drive ad-hoc analyses, business cases and scenario analyses to influence investment decisions, business strategy and making recommendations for change
• Support month-end close process, working together with Accounts Payables and Accounting
• Collaborate closely with business partners to review financial performance and implement scalable processes for managing finance requests
• Facilitate deal negotiations with vendors and partners, including financial analysis.
• Prepare presentations and maintain regular communication cadence with internal and external stakeholders
• Assist teams with other ad-hoc projects, analysis and reporting
• Serve as a thought leader by keeping up to speed on the latest FP&A best practices and available systems and tools

Who You Are

• 6+ years of experience within an FP&A/Finance role 
• 2+ years of experience in investment banking, private equity or venture capital is a plus
• Bachelor's degree in Accounting, Finance, Business, Economics, or other quantitative field
• Excellent analytical and Excel/Google Sheets skills with the ability to independently design model solutions
• Robust ability and experience in building three-statement financial models and a thorough understanding of accounting principles
• Strong attention to detail (without getting lost in them)
• Structured and strategic thinking and the ability to tell the story/draw insights and conclusions from the data
• Effective communication skills, able to partner with colleagues at all levels and strong presentation skills
• Self-starter with an ownership mentality, who is proactive, intellectually curious, and not afraid to seek out projects independently
• Ability to be on site 4-5 days a week 

Grow With Us

We are looking for a Founder in Residence, GTM Innovation at Workstream, who will own the vision, strategy, and execution of AI-powered workflows that reinvent how we generate pipeline, close deals, and support customers. You’ll operate as the CEO of a high-impact GTM Innovation squad, driving one of Workstream’s most forward-looking initiatives.

This is a full-time, in-office role based in San Francisco, requiring up to 5 days a week onsite.

This is designed as a bootcamp for potential founders — ideal for operators, builders, or aspiring startup leaders who want hands-on exposure to modern GTM systems inside a high-growth company. You’ll have the opportunity to identify bottlenecks, evaluate emerging AI platforms, test bold hypotheses, and deploy solutions at scale. Our goal is for you to leave this role more prepared to launch your next venture — though we’re equally open to you continuing on with us beyond the initial term.

What You’ll Own

• AI-First GTM Strategy: Lead the vision and roadmap for embedding automation into the sales and customer journey — from lead gen to onboarding and retention.
• Opportunity Identification: Surface high-impact use cases for AI and automation across Sales, Marketing, Customer Success, and RevOps.
• Rapid Prototyping: Build and test AI-driven workflows using modern agentic platforms, low/no-code tools, and custom integrations.
• Cross-Functional Execution: Partner with GTM stakeholders to launch solutions that directly impact revenue, conversion, and team productivity.
• Performance & Iteration: Define KPIs, track outcomes, and continuously optimize workflows based on data and feedback.
• Culture & Enablement: Champion an AI-first mindset, helping teams adopt automation and rethink how work gets done at scale.

How to be successful in this role 

• Founder Mentality: You own the problem end-to-end, navigate ambiguity with confidence, and bias toward action and impact.
• AI-First Thinking: You instinctively look for scalable, automated solutions and understand how to apply modern AI to real business problems.
• Execution at Speed: You’re comfortable iterating in the wild, testing assumptions, and shipping fast to learn what works.
• Influential Collaborator: You bring people along by solving their problems, showing value early, and building trust across functions.
• Creative Builder: Whether through no-code tools, APIs, or clever workflows, you know how to get from zero to one — and beyond.
  This role is ideal for a high-agency operator, ex-founder, or technical GTM strategist eager to define the next frontier of AI-enabled growth. At Workstream, you'll have the backing of a fast-growing company and the runway to build what’s next.

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 75% for dependents.
• In-office amenities and stocked kitchen
• 401K Plan
• Pre-tax commuter benefits
• Learning/development stipend
• Unlimited PTO

Salary Range: In compliance with the California Pay Transparency Law, the base salary range for this role is between $170,000 - $200,000 in San Francisco. This range is not inclusive of our 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. 

We are committed to the full inclusion of all qualified individuals.