Chief Financial Officer, CFO

• Build and own WeAssist's annual financial plan and 3–5 year projections
• Translate company goals and growth targets into financial plans and milestones
• Model financial impacts of new services, pricing changes, hiring plans, and growth initiatives
• Partner with the CEO on company-level financial targets
• Maintain rolling monthly and quarterly forecasts for revenue, expenses, and profitability
• Forecast revenue based on client pipeline, placements, retention, and churn
• Build best-case, base-case, and worst-case scenarios
• Compare forecasts to actuals and refine assumptions
• Lead annual budgeting and set department-level budgets
• Monitor budget versus actuals and identify cost-saving opportunities
• Manage daily, weekly, and monthly cash flow visibility and forecasting
• Manage working capital, receivables, payables, collections timing, cash reserves, and runway
• Ensure payroll is funded on time
• Prepare monthly, quarterly, and annual financial statements and management reports
• Build executive dashboards and finance KPIs
• Analyze profitability by client, service line, and team
• Present actionable financial insights to the CEO and leadership team
• Contribute finance metrics to scorecards and leadership meetings
• Advise the CEO on growth, pricing, investments, and risk
• Evaluate ROI of initiatives, hires, markets, and partnerships
• Guide pricing and fee-structure decisions
• Support financing, banking relationships, capital, and M&A conversations
• Establish internal controls, approval workflows, and audit readiness
• Oversee bookkeeping, month-end close, and reconciliations
• Coordinate with external CPAs, tax advisors, and auditors
• Identify financial risks and create mitigation plans
• Design and document scalable finance SOPs
• Evaluate, implement, and optimize finance tools, integrations, and automations
• Use AI and automation to streamline reporting, forecasting, and reconciliation
• Mentor and guide finance or bookkeeping support as the team grows

• Extensive experience in senior finance roles (CFO, VP Finance, Finance Director, or FP&A Lead), ideally within a growing, service-based or US company
• Expert financial modeling skills, including forecasts, budgets, and multi-scenario models
• Deep understanding of GAAP, financial statements, accrual accounting, and month-end close
• Track record managing liquidity, working capital, and runway in a scaling business
• Strong personal integrity and alignment with WeAssist values
• Solid understanding and use of modern AI tools for analysis and reporting
• Executive-level communication skills
• QuickBooks Online, Xero, or similar accounting software
• Advanced Excel / Google Sheets, including financial modeling, pivot tables, and dashboards
• AI tools such as ChatGPT, Claude, Gemini, Perplexity, and prompt engineering
• Google Workspace, Slack, and project management platforms
• Availability during PST business hours
• Professional setup with clean background, good camera, good microphone, and strong wifi
• CPA, CMA, or CFA is a bonus
• Staffing/recruiting or agency experience is a bonus
• Exposure to US tax considerations, multi-entity structures, or cross-border payments is a bonus
• Fundraising, investor reporting, financing, or M&A experience is a bonus
• FP&A/BI tools, payroll and payments platforms, billing and expense tools, automations, and CRM familiarity are highly preferred

• Competitive compensation
• 13th Month Bonus
• Performance-Based Raises, Bonuses & Prizes
• Health, Dental, and Mental Health Insurance
• Permanent Remote Set-Up
• Personal development journey and growth opportunities
• Opportunity to work directly with the CEO and shape financial strategy
• Opportunity to build the finance function, systems, and processes from the ground up
• Proactive, Collaborative, Supportive, and Forward-Thinking Environment