Finance Business Partner, Workflow Automation

Reposted 12 Days Ago
San Francisco, CA, USA
Hybrid
150K-175K Annually
Mid level
Artificial Intelligence • Productivity • Software
Notion is the AI workspace where teams and AI agents get more done together.
The Role
Partner with cross-functional teams and leadership to drive budgeting, forecasting, monthly close, variance analysis, and financial modeling. Deliver actionable analyses and presentations, improve forecasting accuracy and processes, and support ad-hoc strategic projects across GTM, R&D, and G&A.
Summary Generated by Built In
Who We Are

Notion is the collaborative AI workspace where teams and agents think together. We're building one place where your knowledge, projects, meetings, and AI tools live side by side, so work feels faster, clearer, and less fragmented. Millions of individuals, small teams, and large companies run their work on Notion.

Notinos (our employees) are customer zero in bringing this future of work to life. We care about craft, humanity, and building things that last — not just shipping the next feature, but setting a standard for how modern teams (with humans and agents working together) think and execute.

About The Role

This Finance Business Partner (FBP) role will drive workflow transformation across the FBP team to reinvent our processes and will also support Notion’s Foundation teams, including Finance, People, Workplace, Legal, IT, and Business Technology. This role reports to our Business Partnership Finance Lead and will deliver real-time financial insights, build scalable planning/reporting workflows with AI-enabled automation, and drive strategic analysis that enables the company to scale thoughtfully. The ideal candidate has an understanding of core FP&A processes and a builder mindset, improving forecasting and spend management through better systems, data, and processes with AI experimentation at the forefront.

What You'll Achieve
  • Strengthen our operational infrastructure by identifying and driving systems and process improvements. Streamline planning and close workflows, improve forecast accuracy, and reduce manual reporting effort by reimagining recurring FP&A workflows with AI.

  • Partner with Foundation leadership, including the CFO, Chief People Officer, and General Counsel, to drive critical business decisions that impact all Notinos. Build trusted relationships and proactively surface insights, risks, and opportunities.

  • Build and own financial models, including real estate capacity and headcount unit economics modeling. Use AI tools and drive automation to make analysis more scalable, repeatable, and self-serve for Foundation teams.

  • Partner with Corporate Finance, Accounting, and cross-functional teams to deliver monthly and quarterly reporting and forecasting. Ensure accurate, timely reporting, providing clear variance explanations, and translating results into actionable recommendations for executives and functional leaders.

  • Execute ad hoc analyses and time-sensitive requests with strong judgment, speed, and attention to detail; bringing a strong sense of agency, pace setting, and a bias for action to drive clarity and impact.

Skills You'll Need to Bring
  • 3-6 years of experience in FP&A/Strategic Finance, accounting, investment banking, private equity, or a combination

  • Familiarity with AI tools such as Claude Code, Gemini, or Codex. You don’t need to be an AI expert, but you’re curious and willing to adopt AI tools to work smarter and deliver better results

  • Experience with financial modeling, forecasting, budget vs. actuals, annual planning and long-range planning

  • Comfortable partnering directly with senior leadership and building cross-functional relationships

  • Positive attitude and a high aptitude for learning new things quickly; a team player eager to develop and grow with us

  • Intellectual curiosity, strong problem-solving skills, and a desire to continually up-level current approaches and processes

  • Strong work ethic, reliability, and attention to detail — “get it done” attitude

Nice To Haves
  • Experience with a high-growth SaaS company

  • Experience partnering with G&A functions such as Finance, People, Workplace, Legal, IT, and Business Technology

  • Experience with real estate capacity planning, lease analysis, CapEx, benefits, and/or headcount costs

  • Experience with NetSuite, Workday, Zip, and planning tools (Pigment, Adaptive, Anaplan)

  • Working knowledge of SQL, Python, Apps Script, and/or other automation tools & languages

Notion is committed to providing highly competitive cash compensation, equity, and benefits. The compensation offered for this role will be based on multiple factors such as location, the role’s scope and complexity, and the candidate’s experience and expertise, and may vary from the range provided below. For roles based in San Francisco, the estimated base salary range for this role is $150,000- $165,000 per year.

By clicking “Submit Application”, I understand and agree that Notion and its affiliates and subsidiaries will collect and process my information in accordance with Notion’s Global Recruiting Privacy Policy. #LI-Onsite

A Note on AI

You don’t need deep AI expertise for every role, but we do expect every Notino to be intellectually curious, drawn to tinkering and discovery, and excited to use AI as a real collaborator in their work. For some roles, AI fluency is a core requirement — when that’s the case, we’ll make it explicit in the qualifications. People who thrive here don’t treat AI as a novelty. They use it to think better, move faster, and build more creatively.

Equal Opportunity & Accommodations

We hire talented and passionate people from a variety of backgrounds because we want our teams to reflect the wide diversity of our customers. If you’re excited about a role but your experience doesn’t align perfectly with every bullet point listed, we still encourage you to apply.

Notion is proud to be an equal opportunity employer. We do not discriminate in hiring or any employment decision based on race, color, religion, national origin, age, sex (including pregnancy, childbirth, or related medical conditions), marital status, ancestry, physical or mental disability, genetic information, veteran status, gender identity or expression, sexual orientation, or other applicable legally protected characteristic. Notion considers qualified applicants with criminal histories, consistent with applicable federal, state and local law. Notion is also committed to providing reasonable accommodations for qualified individuals with disabilities and disabled veterans in our job application procedures. If you need assistance or an accommodation due to a disability, please let your recruiter know.

Skills Required

  • Bachelor's degree in Finance, Accounting, Economics, or related quantitative field
  • 4+ years progressive experience in FP&A, accounting, investment banking, consulting, or private equity
  • Advanced proficiency in Microsoft Excel (modeling, pivot tables, VLOOKUPs, etc.) and Google Sheets
  • Exceptional analytical and problem-solving skills, translating complex data into actionable insights
  • Strong communication and presentation skills for finance and non-finance stakeholders, including senior leadership
  • Positive attitude, high aptitude to learn quickly, and team-player mindset
  • Intellectual curiosity and hunger to improve approaches and processes
  • Strong work ethic, reliability, and attention to detail
  • Experience with financial planning systems (e.g., Anaplan, Adaptive Planning, Pigment, Hyperion, Workday, NetSuite)
  • Experience with a high-growth SaaS company
  • MBA and/or CPA
  • Experience with ERP systems (e.g., NetSuite)

What the Team is Saying

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Notion Compensation & Benefits Highlights

  • Healthcare Strength Health coverage is described as fully employer‑paid for employees and dependents, with mental‑health support and transgender healthcare available. Additional wellness access like therapy/coaching, medication management, and services such as One Medical are highlighted.
  • Parental & Family Support Paid parental leave is offered for biological, adoptive, and foster parents, alongside employer‑sponsored fertility benefits and adoption support. A post‑parental return‑to‑work program and family‑focused perks indicate breadth of coverage.
  • Equity Value & Accessibility Equity is positioned as meaningful, with late‑stage tender offers enabling employees (and some alumni) to sell shares, increasing practical access to value. Compensation emphasizes market‑aligned equity alongside cash, reinforcing equity’s role in total rewards.

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The Company
HQ: San Francisco, CA
1,000 Employees
Year Founded: 2016

What We Do

Notion blends your everyday work tools into one. Product roadmap? Company wiki? Meeting notes? With Notion, they're all in one place, and totally customizable to meet the needs of any workflow. It's the all-in-one workspace for you, your team, and your whole company. Mission: We humans are toolmakers by nature, but most of us can't build or modify the software we use every day — arguably our most powerful tool. Here at Notion, we're on a mission to make it possible for everyone to shape the tools that shape their lives.

Why Work With Us

Here at Notion, our work shapes our culture and our culture inspires our work. We seek to hire creative toolmakers that want to be the best in their craft. If every employee is able to focus on being the best toolmaker in their craft, we'll be able to achieve our mission of enabling the world to better solve its problems.

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Notion Offices

Hybrid Workspace

Employees engage in a combination of remote and on-site work.

Employees work in-person at our offices on Mondays, Tuesdays and Thursdays. The other two days are flexible.

Typical time on-site: 3 days a week
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