Head of Finance

November 21

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Benepass

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HR Tech • Finance • Wellness

Benepass is a flexible benefits platform designed for people-first companies, offering a range of personalized and adaptable employee benefits solutions. With a focus on meeting the diverse needs of today’s global workforce, Benepass allows companies to provide customized benefits packages that include health savings accounts, flexible spending accounts, wellness programs, professional development, and more. The platform emphasizes ease of use with features like card-first technology, automated enrollment, and real-time engagement metrics. Benepass supports companies in designing competitive benefits programs that enhance employee satisfaction and retention while staying aligned with corporate DEI and wellness values.

11 - 50 employees

👥 HR Tech

💸 Finance

🧘 Wellness

💰 $12M Series A on 2021-09

📋 Description

• 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. • 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. • Define the roadmap for the finance function, including teams, organizational structure, process, and tools. • Develop and evolve a financial infrastructure that scales with the business, including evaluating what to outsource versus bring in-house and optimizing vendor relationships.

🎯 Requirements

• Bachelor’s degree in Accounting, Finance, or a related field; CPA preferred (but not required). • 10+ years of progressive finance and accounting experience, including leadership of accounting and FP&A functions. • Experience at a high-growth SaaS company, with a strong understanding of ASC 606 revenue recognition. • Proven track record of implementing or optimizing financial systems (experience with Maxio is a plus). • Demonstrated success improving AR processes and automating order-to-cash workflows. • Strong technical accounting knowledge and hands-on experience managing audits. • Deep familiarity with SaaS financial metrics and reporting best practices. • Analytical, detail-oriented, and highly organized, with the ability to operate both strategically and tactically. • Excellent communication skills and a collaborative leadership style. • A builder’s mindset - excited to create scalable processes and systems that enable long-term growth.

🏖️ Benefits

• 95% coverage of medical, dental, and vision • $250 WFH setup • $150/month cell phone + internet • $100/month Wellness • Flexible PTO