Finance Manager

San Francisco, CA
Founded in 2016, Windfall Data is on a mission to determine the net worth of everyone on the planet. The company serves nonprofit and for-profit organizations by providing actionable consumer financial data that is refreshed on a weekly basis. More than 400 organizations use Windfall Data to identify and engage their most promising constituents. Windfall Data is based in San Francisco and backed by Bullpen Capital, Bonfire Ventures, Industry Ventures, TenOneTen Ventures. ValueStream Ventures, and Auren Hoffman. Visit for more information.

As a Finance Manager in the San Francisco office, you will be supporting a high-energy, rapidly growing company. You will report to one of the co-founders who oversees Business Development & Operations. A critical member of the finance/operations team, you are on the front lines of accounting, FP&A, and AP/AR operations. This role will work with teams across the company to aid in effective data driven decision making. Along with performing additional ad-hoc projects for various company initiatives, the Finance Manager will drive constant process improvement to focus less on process and more on analysis.

You will be the first dedicated Finance hire on the team. Are you ready to drive operational excellence in a hyper-growth environment?


    • Assist with monthly and quarterly forecasting
    • In partnership with the VP of Operations, ownership of the company’s financial model
    • Develop, track, and report on key operating and financial metrics
    • Perform analysis of company initiatives
    • Align with key members across all relevant revenue and product teams
    • Provide a source of insightful ad-hoc business analytical support
    • Managing outsourced accounting team and monthly close process
    • Develop reports for the executive team and board
    • Owning AP & AR operations


    • Top tier college degree (preferably in Finance or Economics)
    • 3-6 years of related work experience in investment banking, private equity, corporate finance or accounting
    • You are a self-starter that anticipates requests and doesn’t need a lot of oversight 
    • Demonstrated excellence translating datasets into actionable results
    • Superior quantitative and analytical abilities
    • Strong financial modeling skills 
    • Strong written, oral communication, and interpersonal skills


    • Small team = opportunity for a big impact 
    • Compensation includes equity and a competitive salary
    • Excellent company-sponsored benefits 
    • Shiny new laptop of your choice (Mac or PC)
    • Monthly team events
    • Fully stocked kitchen