Join to apply for the Finance Lead role at Workpath
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Join to apply for the Finance Lead role at Workpath
About Us
Munich-based Workpath was founded with the mission to enable organizations to define and achieve their most important goals and support a holistic, integrated, and outcome-oriented strategy execution for large organizations. Workpath makes strategy work simple and accessible from top-level management to team members, integrates seamlessly with corporate processes and tools, leverages Artificial Intelligence and offers strategy execution enablement and training services. Leading Fortune 500 companies worldwide trust Workpath. For more information, please visit: www.workpath.com
Role Overview
As our Finance Lead (m/f/d), you will play a pivotal role in shaping Workpath’s financial strategy and driving key initiatives across fundraising, reporting, and investor relations. This role goes beyond traditional finance functions; you will be a strategic partner to the leadership team, aligning internal and external stakeholders while influencing critical business decisions.
You will work closely with our Managing Director Stephanie and the leadership team to develop and execute our financial strategy, improve reporting and forecasting capabilities, and support sustainable growth through proactive financial planning and accountability.
As owner of our core financial processes, you will collaborate with the Finance team and tax consultants to ensure accuracy and compliance with regulations.
If you thrive in a fast-paced, scaling SaaS environment and are ready to take ownership, we’d love to hear from you!
Key Responsibilities
* Finance Business Partner: Act as a strategic partner across departments, including sales, marketing, product, tech, and HR, with regular budget check-ins and business reviews with leadership. Collaborate with RevOps to derive insights and influence decisions on go-to-market strategies, pricing, and compensation.
* Financial Planning and Analysis:
o Drive budgeting and financial planning processes, providing actionable insights for decision-making.
o Maintain and improve rolling forecasts with variance analysis, integrating cash flow insights and ensuring alignment with budgets.
o Monitor and forecast cash flow to support liquidity and strategic planning.
* Investor Relations: Prepare monthly investor updates and input for quarterly board meetings, ensuring high quality and transparency. Enhance reporting capabilities for accuracy and actionable insights.
* Accounting & Compliance: Lead monthly and annual financial closings, ensuring accurate financial statements in collaboration with auditors and tax consultants.
* Accounts Payable: Manage the AP process, authorize payments, and oversee treasury tasks, including bank account management.
* Accounts Receivable & Revenue Recognition: Oversee AR processes, ensuring accurate invoicing and revenue recognition for software and services.
* Payroll Management: Oversee payroll activities in collaboration with the People Ops team.
Requirements
* Strong knowledge of finance, focusing on outcome-oriented operations and strategy, not just standard reporting.
* 3-5 years relevant experience in finance, controlling, or consulting, with SaaS startup experience as a plus.
* Pragmatic judgment combined with high quality, diligence, and reliability.
* Proactive mindset with a passion for building and continuous improvement.
* German language proficiency (C1+ level).
What We Offer
* High-impact role with significant responsibilities and direct exposure to executive decision-making.
* Work closely with founders, managing directors, and board members.
* Support for professional growth through autonomy, important projects, and regular feedback cycles.
* Focus on mental well-being with professional support services.
* Competitive salary, stock options, personal development budget, and other benefits.
* Non-cash benefits and flexible working arrangements including workation days.
Join Us
If you are passionate about driving financial success in a dynamic startup environment, we would love to hear from you. Apply now to be part of shaping the future of work.
Apply Here
For more information about Workpath, visit our website.
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