Finance Lead(m/w/x)

## Finance Lead ###### Permanent employee, Full-time ·Berlin --- ##### 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 work with the Finance team and our tax consultants to ensure accuracy in our financial foundation as well as compliance with existing 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**: Be a strong business partner for the whole organisation, from sales, marketing, to product, tech and people (incl. monthly budget check-ins and business review with leadership team). Work closely with RevOps to derive right insights and influence decision-making across the business on go-to market, pricing, compensation. * **Financial Planning and Analysis**: * **Budgeting & Financial Planning**: Drive the budgeting process and provide actionable financial insights for decision-making. * **Rolling Forecasts**: Maintain and improve rolling forecasts with variance analysis, integrating cashflow insights and ensuring alignment with budgets. * **Cashflow Management**: Monitor and forecast cashflow to ensure liquidity and support strategic planning. * **Investor Relations**: Prepare monthly investor updates and respective input for quarterly board meetings, independently and at an always high quality level. Enhance reporting capabilities to ensure accuracy, transparency, and actionable insights. * **Accounting & Compliance**: Lead monthly and annual financial closings, ensuring accurate financial statements in collaboration with auditors and tax consultants. * **Accounts Payable**: Own and manage the AP process, authorize payments, and manage treasury tasks, including bank accounts. * **Accounts Receivable & Revenue Recognition**: Own and manage the AR process, ensuring accurate invoicing and revenue recognition for software and services. * **Payroll Management**: Maintain oversight and serve as sparring partner for our payroll activities (conducted by our people ops team). ##### Requirements * Excellent knowledge in finance (we’re aiming for outcome oriented financial operations and strategy, not only standard reporting) * 3-5 years relevant work experience (finance / controlling / consulting with focus on finance), experience in SaaS startup is a plus * Judgement where to be pragmatic paired with highest quality, diligence and reliability * Proactive mindset with a passion to build and drive continuous improvement * German language proficiency (level C1+) ##### What We Offer * **Flexible Work Environment**: Based in our Munich office, you have the flexibility to work from home and use our “Workpath Anywhere” program for up to 40 days per year. * **Professional Growth**: Access to a personal development budget, continuous coaching, and mentoring. * **Health and Wellbeing**: Membership in the Urban Sports Club, mental health days, and support through OpenUp. * **Competitive Compensation**: Attractive salary and stock option package, public transportation allowance, and other benefits.