Senior Strategic Finance Associate

Posted 3 Days Ago
Easy Apply
San Francisco, CA
3-5 Years Experience
Fintech • Other • Payments • Productivity • Software • Automation
Supporting independent service-based businesses with the tools they need to be successful doing what they love.
The Role
The Senior Strategic Finance Associate will partner with key business units to lead KPI reporting, financial analysis, and support growth initiatives. Responsibilities include developing performance metrics dashboards, collaborating with the Data team for forecasting, and supporting finance processes such as month-end close and planning.
Summary Generated by Built In

About Us: 

HoneyBook is the leading client relationships management platform that empowers independent businesses to scale their operations and sell their services online with ease. Offering powerful tools for communication, contracts, invoicing, payments, and more, the platform puts independent professionals in control of their process and client experience. HoneyBook is trusted by over 100,000 service-based businesses in the United States and Canada that have booked more than $12 billion in business on the platform.

Our culture is built on five core values that inform everything we do. We encourage collaboration, feedback, ownership, and have a growth mindset. We know experience comes in many forms, some visible on your resume, others not. No one candidate will be a 100% perfect match to our description, so if you thrive in a fast-paced, intellectually-charged environment and have similar experience to what we are looking for, we encourage you to apply.

About the Role:

We’re scaling our Finance team and are looking for a Sr. Strategic Finance Associate to be the go-to Finance partner for several key business units. Reporting to the Director of Finance, you will also lead company-wide Key Performance Indicator (“KPI”) reporting and conduct analysis for our most critical growth opportunities. This is a unique opportunity to join a small, high-performing Finance team that plays a key role in making recommendations for short and long-term decisions that will determine the trajectory of the company.  

This role is hybrid to our San Francisco office 2-3 days per will (currently the expected days are Wednesdays and Thursdays). 

Here are a few of the things you will do:

  • Develop and maintain HoneyBook’s key performance metrics dashboard, summarizing key insights and strategic recommendations for HoneyBook’s leadership team and key stakeholders
  • Support HoneyBook’s growth initiatives from ideation to launch, partnering with leaders across the organization to analyze growth opportunities, develop and monitor success metrics, and build scalable processes
  • Support launching and maintaining Quarterly Business Review
  • Be the primary Finance partner to several of our Research & Development (‘R&D”) business units, including Product and Engineering
  • Regularly review KPIs and budgets vs actuals with business partners
  • Collaborate with the Data team to analyze and forecast funnel and retention metrics across different member segments, and acquisition channels
  • Develop new forecasting methodologies and models to help optimize budgets
  • Perform deep dives into cohort level performance and unit economics
  • Support critical finance processes such as month-end close and semi-annual planning 

Here is what we’re looking for in a candidate: 

  • Strong modeling and technical skills with a foundation in finance and accounting best practices
  • Extremely detail oriented to ensure accuracy and quality of output 
  • Critical thinking skills and a problem solver
  • Intellectually curious and will dig into problems and be very solutions oriented (e.g., curious about trends in metrics and implications to the business) 
  • Able to collaborate and communicate effectively with cross-functional partners, and also cater solutions to stakeholders 
  • Comfortable operating in an unstructured and fast-paced environment

Here is what is needed:

  • 2-4 years in investment banking, strategic finance, or corporate finance role (experience working at a high-growth technology startup a plus)
  • Strong modeling skills with an ability to think critically about key drivers
  • Superior critical thinking and problem solving skills 
  • Strong attention to detail 
  • Experience collaborating and communicating effectively with cross-functional partners
  • Comfort operating in a dynamic and fast-paced environment
  • Solid foundation in financial accounting and management reporting
  • Bachelor’s degree is required

The good stuff:

  • Mission-driven: You'll be joining more than just another startup. Our members’ success is at the heart of everything we do.
  • Impact: We move quickly and encourage every employee to push the envelope. Our best ideas come from out-of-the-box thinking and innovation; be ready to fail fast and often!
  • Compensation: We offer a competitive salary and meaningful equity grants. Base salary range: $112,000 - $135,000, depending on skill and experience. 
  • Benefits & perks: From wellness programs to exceptional family leave policies, the health and happiness of our employees are foremost.

Our core values:

  • People come first: We prioritize people as we explore opportunities and work through challenges.
  • Raise the bar: We push for greatness—for ourselves, each other, and our members.
  • Own it: Trust and ownership let us make decisions with confidence.
  • We love what we do: We bring passion to our work and love what we create for our members.
  • Keep it real: Authenticity, respect, and transparency are at our core.

The opportunity at HoneyBook is huge. Our primary customers today are creative businesses that generate $150B in revenue per year in the US. Founded in 2013, HoneyBook is based in San Francisco and Tel Aviv, has raised $498M, and is funded by Tiger Global Management, Norwest Venture Partners, Aleph, Hillsven Capital, OurCrowd, Durable Capital Partners LP, Vintage Investment Partners, Battery Ventures, Citi Ventures, Zeev Ventures, and 01 Advisors.

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Applicant Information
When you apply for a job or an independent contractor/agent position with HoneyBook, we collect the information that you provide in connection with your application. This includes name, contact information, professional credentials and skills, educational and work history, and other information that may be included in a resume or provided during interviews (which may be recorded). This may also include demographic or diversity information that you voluntarily provide. We may also conduct background checks and receive related information.

We use applicants’ information to facilitate our recruitment activities and process applications, including evaluating candidates and monitoring recruitment statistics. We use successful applicants’ information to administer the employment or independent contractor relationship. We may also use and disclose applicants’ information (a) to improve our Services, (b) as otherwise necessary to comply with relevant laws, (c) to respond to subpoenas or warrants served on HoneyBook, and (d) to protect and defend the rights or property of HoneyBook or others.

Our Privacy Policy is here. 

Top Skills

Accounting
Finance
The Company
233 Employees
Hybrid Workplace
Year Founded: 2013

What We Do

HoneyBook is here for the self-starters. The independents. Those who’ve claimed freedom over their career, finances, and future. Those paid for a profession that’s also their passion.

We’re on a mission to empower this economy of independents to rise, building fulfilling and sustainable livelihoods by doing what they love. We champion technology as our ally in supporting our members in this pursuit.

We can’t fulfill this mission without incredible talent. Our culture is founded on core values that drive everything we do, starting with always putting people first.

Why Work With Us

Our culture is founded on core values that drive everything we do, starting with always putting people first. Our team is a mission and values-driven team fueled by passion and purpose. At HoneyBook, we believe you are the driver of your career and growth - we're here to support you along the way.

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