Talent.com
Financial Planning and Analysis Manager

Financial Planning and Analysis Manager

WorkstreamSan Francisco, CA, United States
5 days ago
Job type
  • Full-time
Job description

Join to apply for the Financial Planning and Analysis Manager role at Workstream .

Workstream is a mission‑driven company building the all‑in‑one HR, payroll, and hiring platform for managing the hourly workforce. There are 2.7 billion hourly workers, making up 80 % of the global workforce, but this market has been heavily underserved by technology and deserves better. Workstream has been purpose‑built for the hourly workforce from day one so that these businesses and their employees can thrive.

Grow With Us

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

Business Partnering & Financial Guidance

  • Serve as a trusted partner to department and functional leaders, helping them understand financial performance, manage budgets, and make data‑driven decisions.
  • Deliver streamlined, consistent, and insightful actuals vs. budget reporting across all departments.
  • Educate and empower budget owners to manage spend, interpret reports, and optimize resource allocation.
  • Provide strategic guidance around budget efficiency, headcount planning, and investment prioritization.
  • Build frameworks that foster accountability and financial ownership across the organization.

Systems & Process Enablement

  • Partner with the Controller and Accounting teams to strengthen the company’s financial systems infrastructure, ensuring data integrity and scalability.
  • 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 financial reporting.
  • Help evaluate and design the next‑generation finance systems stack that supports accurate, timely, and transparent reporting.
  • Identify and implement process improvements and automation opportunities to enhance efficiency and scalability within FP&A and accounting workflows.
  • Reporting, Forecasting & Insights

  • 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, and other operational KPIs.
  • 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.
  • Translate complex financial and operational data into clear narratives and visuals for executive and Board reporting.
  • Support ad hoc strategic analyses and scenario modeling to inform key company decisions.
  • Champion a culture of transparency, accountability, and continuous improvement across the Finance function.
  • 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, 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.
  • Familiarity with SaaS financial metrics (ARR, NRR, GRR, LTV : CAC, payback).
  • 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.
  • Nice To Have

  • Experience designing or implementing financial systems integrations or migrations (EPM, ERP, Spend Management, HRIS, etc.).
  • 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 to drive efficiency and insight.
  • Why You’ll Love Working Here

  • A mission‑driven company dedicated to empowering deskless workers and local businesses.
  • Opportunity to shape the controllership function at a fast‑growing Series B SaaS company.
  • Hybrid schedule with meaningful autonomy and flexibility.
  • Competitive compensation and benefits including equity, health coverage, and 401(k).
  • 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 $120 M 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 $140,000 to $160,000 in San Francisco. 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.

    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.

    #J-18808-Ljbffr

    Create a job alert for this search

    Manager Financial Planning • San Francisco, CA, United States

    Related jobs
    • Promoted
    Financial Planning and Analysis Manager

    Financial Planning and Analysis Manager

    3 Bridge NetworksSan Francisco, CA, United States
    Full-time
    Profitable and internationally growing life sciences business is currently looking for a FP&A Manager.You will play a critical role in determining the company's long-term goals.You will primarily b...Show moreLast updated: 5 days ago
    • Promoted
    Staff Analyst, Financial Planning

    Staff Analyst, Financial Planning

    PacBioMenlo Park, CA, United States
    Full-time
    Staff Analyst, Financial Planning.Be among the first 25 applicants.Staff Analyst, Financial Planning.PacBio (NASDAQ PACB) is a premier life science technology company that designs, develops, and ma...Show moreLast updated: 7 days ago
    Financial Analyst : 24-02164

    Financial Analyst : 24-02164

    Akraya IncSanta Clara, California, United States
    Full-time
    Quick Apply
    Primary Skills : Advanced Excel, Financial modeling and analysis, Cost Management, Reporting, Forecasting, Data sets.Location : Arlignton,VA -(#LI-Hybrid / 3 day's onsite). We are seeking a temporary Fi...Show moreLast updated: 30+ days ago
    Financial Planning & Analysis Manager

    Financial Planning & Analysis Manager

    QcellsSan Francisco, CA, US
    Full-time
    EnFin seeks an experienced and energetic Financial Planning & Analysis Manager to lead financial planning and risk analysis functions for the company’s solar financing team.This is a high-visibilit...Show moreLast updated: 30+ days ago
    • Promoted
    Financial Planning and Analysis Manager Menlo Park and / or / San Francisco, California

    Financial Planning and Analysis Manager Menlo Park and / or / San Francisco, California

    Workstream Construction Services Ltd.San Francisco, CA, United States
    Full-time
    Menlo Park and / or / San Francisco, California.Workstream is a mission-driven company building the all‑in‑one HR, payroll, and hiring platform for managing the hourly workforce.Workstream has been pu...Show moreLast updated: 2 days ago
    Senior Manager, Financial Planning & Analysis

    Senior Manager, Financial Planning & Analysis

    RosendinSan Jose, CA
    Full-time
    Quick Apply
    Whether you're a recent grad or a seasoned professional, you can experience meaningful career growth at Rosendin.Enjoy a true sense of ownership as you work with a proven industry leader on some of...Show moreLast updated: 13 days ago
    • Promoted
    Financial Reporting Manager

    Financial Reporting Manager

    IterableSan Francisco, CA, United States
    Full-time
    Iterable is the leading AI-powered customer engagement platform that helps leading brands like Redfin, SeatGeek, Priceline, Calm, and Box create dynamic, individualized experiences at scale.Our pla...Show moreLast updated: 30+ days ago
    • Promoted
    Financial Accounting and Reporting Manager

    Financial Accounting and Reporting Manager

    ProofpointSunnyvale, CA, United States
    Full-time
    Financial Accounting and Reporting Manager page is loaded## Financial Accounting and Reporting Managerlocations : Sunnyvale, CAtime type : Full timeposted on : Posted Todayjob requisition id : ...Show moreLast updated: 5 days ago
    • Promoted
    Financial Planning Analyst

    Financial Planning Analyst

    Diamond FoundrySan Francisco, CA, United States
    Full-time
    Diamond Foundry is hiring a Financial Planning Analyst to join our US-based Accounting & Finance team.The ideal candidate will be a team player with a solid foundation in data-based accounting and ...Show moreLast updated: 7 days ago
    • Promoted
    Financial Planning Analyst

    Financial Planning Analyst

    Morgan StanleyPalo Alto, CA, US
    Full-time
    Financial Planning Analysts provide exceptional service to our clients and support Financial Advisor(s) / Private Wealth Advisor(s) / teams on a daily basis. As key members of the service team, the Fina...Show moreLast updated: 8 days ago
    • Promoted
    Sr Manager, Financial Planning & Analysis

    Sr Manager, Financial Planning & Analysis

    PayPalSan Jose, CA, US
    Full-time
    PayPal has been revolutionizing commerce globally for more than 25 years.Creating innovative experiences that make moving money, selling, and shopping simple, personalized, and secure, PayPal empow...Show moreLast updated: 23 days ago
    • Promoted
    • New!
    Financial Planning & Analysis Manager

    Financial Planning & Analysis Manager

    OpswatSan Francisco, CA, United States
    Full-time
    Protecting the World’s Critical Infrastructure.What is CDR? And Why It Matters in Modern Cybersecurity.We utilize artificial intelligence for site translations, and while we strive for accuracy, th...Show moreLast updated: 2 hours ago
    • Promoted
    Financial Planning and Analysis Manager

    Financial Planning and Analysis Manager

    Patco BrandsSausalito, CA, United States
    Full-time
    Be among the first 25 applicants.This range is provided by Patco Brands.Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.Direct message the job p...Show moreLast updated: 2 days ago
    • Promoted
    Manager, Financial Planning & Analysis

    Manager, Financial Planning & Analysis

    PayPalSan Jose, CA, US
    Full-time
    Global Markets Fp&A Team Member.PayPal has been revolutionizing commerce globally for more than 25 years.Creating innovative experiences that make moving money, selling, and shopping simple, person...Show moreLast updated: 23 days ago
    • Promoted
    Financial Planning & Analysis Manager

    Financial Planning & Analysis Manager

    Qcells North AmericaSan Francisco, CA, United States
    Full-time
    Financial Planning & Analysis Manager.Join to apply for the Financial Planning & Analysis Manager role at Qcells North America. EnFin seeks an experienced and energetic Financial Planning & Analysis...Show moreLast updated: 7 days ago
    • Promoted
    Financial Planning & Analysis

    Financial Planning & Analysis

    Zenex PartnersSan Francisco, CA, US
    Full-time
    Provide Financial Planning & Analysis services in San Francisco, California, United States learn more about this role and apply.Show moreLast updated: 30+ days ago
    • Promoted
    Financial Planning & Analysis (FP&A) Lead (Director Level)

    Financial Planning & Analysis (FP&A) Lead (Director Level)

    Bitwise Asset ManagementSan Francisco, CA, United States
    Full-time
    It’s rare that a new asset class is born.Nevertheless, we’re witnessing exactly that with the rise of crypto.Over just the last few years, crypto has evolved from a embryonic $50B market to a growi...Show moreLast updated: 30+ days ago
    • Promoted
    Senior FP&A Analyst : Forecasting & Reporting (Hybrid)

    Senior FP&A Analyst : Forecasting & Reporting (Hybrid)

    Disneyland Hong KongSan Francisco, CA, United States
    Full-time
    A leading entertainment company in San Francisco is seeking an experienced Senior Financial Analyst to focus on financial consolidations and reporting. You will partner with internal teams to monito...Show moreLast updated: 2 days ago