Financial Planning and Analysis Manager

Workstream•Lehi, UT

55d•$120,000 - $135,000•Hybrid

About The Position

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. Our customers include leading brands from multiple sectors, including Burger King, Carl's Jr./Hardee's, IHOP, KFC, and Culvers. We are a high growth series B company and quickly expanding our product portfolio to deliver on our vision. We are backed by legendary VCs and industry experts like Founders Fund, BOND, and Coatue. 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. The ideal candidate is a strategic thinker and proactive business partner who thrives in a fast-paced environment, is highly resourceful, and can wear multiple hats across finance, systems, and operations. You will collaborate closely with the Controller, Accounting, and cross-functional leaders to build scalable processes, improve financial transparency, and deliver actionable insights that drive operational and financial efficiency. This position is hands-on yet strategic role for someone who enjoys solving complex problems, building structure out of ambiguity, and leveraging systems to streamline financial workflows. This is a full-time hybrid position based in Lehi, Utah, with in-office days on Tuesday, Wednesday, and Thursday.

Requirements

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 Haves

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.

Responsibilities

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.
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.
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.
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.

Benefits

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