Strategic Finance Associate (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:
3+ years of experience in investment banking, private equity, Strategic Finance or Corporate Finance roles. Experience working in a high-growth SaaS environment is a plus.
Strong financial modeling and presentation skills (e.g., Excel, Google Sheets, Google Slides)
Experience with SQL, Looker, or other data visualization tools is a plus
Working knowledge of SaaS performance metrics, unit economics is highly valued
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”
Possesses a sense of urgency in line with our value of “No Day Wasted”
A lover of local businesses – supporting and building great products for them
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
💰 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 Tuesdays and Wednesdays are our required in-office days—a time to move faster as a team, build deeper connections, make better decisions, and build together.
What to Expect During the Interview Process:
Intro Call with the Hiring Manager, Dan Bi P.
Meet the Talent Acquisition team
Meet the Leadership team, Phil M.
Participate in a Case Assignment + Read Out
Meet with Cross-functional Partners
Background Check + Offer Stage
Welcome to the team, Homie 🎉
💜 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
Unstoppable teams start here.
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 100,000 small (but mighty) businesses rely on us to make work radically easier. Together, we’ve tracked over a billion hours for 2.5+ million 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.