Head of Finance

At 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.

Helping companies reimagine how companies take care of their people.

We 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.

• Founder Story - Jaclyn Chen

• Benepass Raises $40M Series B

• Benepass | Candidate Resource Page

• Benepass Listed on Inc. Magazine's Best Workplaces of 2023

We’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.

• 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.

• 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.

• Opportunity to establish a world-class finance organization, leading the transition from early-stage agility to a mature, scalable engine for growth.

• Collaborative, high-performing team culture that values curiosity, accountability, and experimentation.

• Mission-driven company redefining how modern employers deliver flexible benefits at scale.

Base salary of $230,000 to $280,000 + equity.

Range(s) is subject to change. Benepass takes a number of factors into account when determining individual starting pay, including market comparables, interview performance, peer compensation, and years of experience.

• 95% coverage of medical, dental, and vision

• Fantastic benefits (of course 😃), including:

  • $250 WFH setup

  • $150/month cell phone + internet

  • $100/month Wellness

• We offer several team onsites a year

• Flexible PTO

At Benepass, we are working towards reimaging how companies take care of their people. We are committed to creating an inclusive environment for all our employees and are seeking to build a team that reflects the diversity of the people we hope to serve with our revolutionary products. Benepass is proud to be an equal-opportunity employer.