Head of Finance

About UsAt Benepass we're making benefits easy. We believe people are the most important asset to any company. Traditional one-size-fits-all benefits packages no longer cut it in today's hybrid and remote-first environment. With Benepass, companies can tailor their benefits to the unique needs of their workforce.Through our easy-to-use and highly customizable fintech platform, People teams can implement, administer, and track the benefits that meet employees where they are. Employers design their benefits and perks plan by setting a contribution amount and eligible spend categories. Every employee has their own individual definition of wellness and needs different things to help them be their most productive, fulfilled self.Our MissionHelping companies reimagine how companies take care of their people.Our InvestorsWe are backed by leading investors, including Portage Ventures, Threshold Ventures, Gradient Ventures, Workday Ventures, and Clocktower Technology Ventures. To date, the company has raised $35 million of equity capital.ArticlesFounder Story - Jaclyn ChenBenepass Raises $40M Series BCandidate ResourcesBenepass | Candidate Resource PageBenepass Listed on Inc. Magazine's Best Workplaces of 2023The RoleWe’re looking for a highly skilled Head of Finance to join us here at Benepass. This role will lead and scale the full finance function, overseeing accounting and FP&A, to deliver the financial infrastructure and insights needed for our next stage of growth.This is a hands-on leadership role responsible for accounting, controllership, financial systems, and FP&A. Initially, this role will be deeply focused on strengthening our existing financial operations foundation; establishing rigorous accounting processes, improving automation across order-to-cash, and ensuring Benepass is audit-ready. This role will also oversee our financial software stack (QuickBooks, Maxio) and be responsible for ongoing process improvements, particularly around AR and reporting automation.Beyond financial operations, this position encompasses broader FP&A responsibilities, including building out robust forecasting, financial modeling, and SaaS metric reporting frameworks. The right candidate has both the technical accounting depth and the strategic acumen to partner with the leadership team, enabling data-driven decisions that ensure long-term financial health.This role is ideal for a finance leader who wants to build, not just manage; someone excited to architect Benepass’s finance function from the ground up, putting in place the right systems, processes, and people to create a foundation that can support scalable growth.What You’ll DoFinancial Operations:Oversee all aspects of Benepass’s accounting operations, including general ledger, accounts payable, accounts receivable, payroll, and tax.Manage the relationship with accounting (currently outsourced) to ensure accurate close procedures and regulatory compliance.Lead audit readiness initiatives, ensuring all financial records, revenue recognition (ASC 606), and reporting adhere to US GAAP.Build and maintain strong internal controls, accounting policies, and compliance practices.Maintain and enhance financial systems, with a focus on automating AR and order-to-cash processes for seamless, scalable operations.Oversee treasury management, including cash forecasting, liquidity planning, and banking relationships.Financial Planning & Analysis:Develop and refine financial models to support forecasting, budgeting, and strategic planning.Own monthly and quarterly reporting, budget vs. actuals, and key SaaS metrics analysis.Establish frameworks for clean and consistent reporting on ARR, MRR, and other key SaaS metrics.Collaborate cross-functionally with go-to-market, product, and operations teams to align financial insights with business goals.Prepare board decks, investor updates, and internal memos with clear financial narratives.Scaling Teams & SystemsDefine the roadmap for the finance function, in ... (truncated, view full listing at source)