Strategic Finance (Hybrid)

Hi, Future Homie! At Homebase, you’ll join a team that’s bold, fast-moving, and obsessed with helping small businesses thrive. We build with empathy, act with urgency, and take big swings that drive real-world impact. Here, every Homie shows up to raise the bar, support one another, and celebrate wins as a team. We’re not just building an app—we’re building unstoppable teams. So what do you say, are you in? 📍Your Impact Starts Here We’re looking for a Strategic Finance Associate who’s passionate about helping shape business priorities and influence company strategy through data-driven decision-making. As a key member of the Strategic Finance team, you’ll partner closely with senior leaders and play a critical role in forecasting, financial reporting, and driving the business forward. These are the key ways you’ll contribute and create impact in this role: Financial Modeling & Forecasting Own and evolve the company’s integrated financial model supporting driver-based planning, forecasts, scenario analysis, and long-range planning. Develop and maintain comprehensive revenue forecasting models across assigned product lines, partnering closely with GTM leaders to align assumptions and execution SaaS Metrics Performance Analysis & Reporting Support tracking and analysis of core SaaS metrics, including ARR growth, retention (NRR/GRR), LTV/CAC, and burn efficiency, translating metrics into insights Prepare clear and concise financial summaries and insights for business reviews and Board-level materials. Business Partnership & Spend Management Serve as a trusted finance partner to functional and operational leaders, owning annual operating plans and ongoing spend/forecast management Bring strong financial rigor to decision-making and help leaders understand trade-offs and ROI Support corporate initiatives as needed, including fundraising, M&A, and other ad hoc strategic analyses. 🚀 The Foundation for Success - These are the experiences and strengths that will set you up for success in this role: 4+ years of experience across investment banking & strategic or corporate finance Strong financial modeling and presentation skills Working knowledge of SaaS performance metrics Clear, confident communicator able to translate analysis into actionable insights for cross-functional partners Structured, data-driven thinker with a bias to ownership and execution Ability to work cross-functionally, operate under minimal supervision, and drive results Fundamentally curious and relentless in understanding the “why” Ability to collaborate in the office weekly on Tuesdays and Wednesdays 🤝 The Homie Way - These principles guide everything we do—from how we work and make decisions to how we show up for each other. 💡 Be Customer Obsessed – Solve problems with empathy and creativity. ⚡ Move Fast, Learn Fast – Experiment, take action, and grow every day. 🎯 Own Your Impact – Think big, focus on what matters, and make decisions you stand behind. 🏆 Master Your Craft – Excellence fuels impact—show up, step up, and make your mark. 🏅 Win Together – Put goals over roles, lead with trust, and connect to our mission and each other. What We Offer (United States) 💰 Ownership & Financial Security: Stock options + 401(k) with 4% match 🏥 Comprehensive Healthcare: Medical, dental, and vision coverage + FSA options ⏰ Paid Time Off: Flexible PTO + company holidays + designated focus periods 🤖 AI access, for real: We invest in builders and believe that curiosity shouldn't have a paywall. That means you'll have access to paid AI tools with minimal restrictions, so you can build, experiment, and level up your craft. 👶 Family Support: Up to 12 weeks of paid parental leave (after 6 months of service) 🛡️ Protection Plans: Life insurance + short/long-term disability coverage 🌟 Work Your Way: Work From Anywhere Month + meeting-free weeks yearly 🍽️ Workspace Perks: Meals provided, commuter benefits, team offsites, and Customer Days 💼 Our Hybrid Rhythm: We believe collaboration drives impact. That’s why Tuesday and Wednesday are our required in-office days —a time to move faster as a team, build deeper connections, make better decisions, and build together. What We Offer (Canada) 💰 Ownership & Savings: Stock options + TFSA/RRSP with 4% company match 🏥 Health & Wellness: Comprehensive medical, dental, and vision for you and your dependents ⏰ Time Flexibility: Flex time off + company holidays + designated focus periods 👶 Family Support: Maternity/Parental Leave EI top-up support offered (after 6 months of service) 🌟 Work Your Way: Work From Anywhere Month + meeting-free weeks yearly 🛡️ Protection Plans: Life insurance + short/long-term disability coverage 🍽️ Workspace Perks: Meals provided, team offsites, and Customer Days 💼 Our Hybrid Rhythm: We believe collaboration drives impact. That’s why Tuesday and Wednesday are our required in-office days —a time to move faster as a team, build deeper connections, make better decisions, and build together. 💜 Belonging at Homebase - We're committed to fostering a welcoming space where every Homie can be their full self. Experience comes in many forms—so if you're excited about this role, even if you don’t meet 100% of the qualifications, we encourage you to apply! Homebase will consider qualified applicants with criminal histories in a manner consistent with the San Francisco Fair Chance Ordinance. 👋 Hey, We’re Homebase Homebase is the everything app for hourly teams—built to simplify the day-to-day and superpower local businesses. With tools for scheduling, time clocks, payroll, communication, HR, and more, we help teams stay connected and in control. Today, over 150,000 small (but mighty) businesses rely on us to make work radically easier. Together, we’ve tracked over a billion hours for 2M+ workers—and we’re just getting started. At Homebase, we celebrate diversity and are proud to be an equal opportunity employer. We welcome all candidates and do not discriminate based on any legally protected status. If you need accommodations during the hiring process, please let us know—we’re committed to ensuring fair and equitable access for all.