Finance Manager
Omaha, Nebraska (Hybrid)
Workshop is scaling quickly, and our go-to-market engine needs a dedicated financial partner who can keep pace. We're hiring a Finance Manager to own the models, forecasts, and analytical frameworks that help Sales, Marketing, and Revenue leaders make better decisions about where to invest, how to grow, and what's actually working. Today, GTM finance is one of many Strategic Finance priorities, and this role exists to give it full-time ownership and to give our GTM leaders the continuous, embedded financial partnership they need to operate at the next level. This role blends core FP&A with the strategic work of bringing rigor, clarity, and continuity to our GTM investments and inputs, reporting to our Head of Strategic Finance.
As a Finance Manager, you will:
Own our GTM forecasting models across pipeline, bookings, ARR, revenue, CAC payback, and efficiency metrics
Build bottoms-up sales capacity and hiring models and tops-down pipeline models by segment
Partner with Sales, Marketing, Customer Success, and Recruiting, helping them understand performance drivers, define the right measures of success, and operationalize plans to hit their goals
Drive annual planning, quarterly re-forecasts, and scenario modeling
Analyze funnel conversion, pipeline health, sales productivity, retention, NRR, and expansion trends
Define and maintain the core assumptions that drive our GTM models: ramp times, win rates, time to close, conversion rates, pipeline generation targets, and marketing efficiency benchmarks
Support pricing and packaging analysis across new products, segments, and enterprise opportunities
Translate complex data into clear narratives for executive and board audiences
Assist with sales compensation modeling, deal desk support, and incentive design
Build and refine the planning processes, operating cadences, and financial infrastructure needed to support Workshop’s next phase of growth.
To be successful in this position, you will need:
6+ years of experience in FP&A, strategic finance, investment banking, or consulting
Deep understanding of SaaS business models and metrics
Experience understanding margin drivers and unit economics across GTM motions, channels, and customer segments
Strong financial modeling and analytical skills in Excel / Sheets
Experience partnering directly with Sales and/or Marketing leadership on planning and investment decisions
Strong executive communication and storytelling ability
Comfort operating in ambiguity and fast-moving environments.
Bonus points if you have:
Experience with BI and/or planning tools like Looker, Mode Analytics, Tableau, Pigment, Runway, or Anaplan
Familiarity with HubSpot and RevOps tooling and concepts
Exposure to sales compensation design or deal desk operations
Experience building GTM capacity models or headcount planning frameworks from scratch
Background at a high-growth SaaS company
Ability to build frameworks and make recommendations when historical data is limited or processes don’t exist yet
Compensation and benefits:
Competitive compensation
Healthcare
Stock options
401k
Unlimited vacation
Flexible work environment
About Workshop
Workshop is a fast growing, venture-backed startup based in Omaha, Nebraska and we’re on a mission to create more happy Mondays for employees everywhere. We build software to help internal communications teams create, send, and measure multi-channel, employee-centric campaigns.
Workshop is an Equal Opportunity Employer. We do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other characteristic protected by federal, state, or local law. All qualified applicants will receive consideration for employment.