[Hiring] Chief Financial Officer @WeAssist.io

Role Description

WeAssist is hiring a Chief Financial Officer (CFO) to own our financial planning, forecasting, budgeting, reporting, and cash flow, and to become a strategic partner to the CEO in every major business decision. This role is not just a back-office seat; you'll build the financial foundation that powers WeAssist's next chapter of growth.

Key Responsibilities of the Chief Financial Officer (CFO)

• Financial Planning & Projections
  • Build and own WeAssist's annual financial plan and long-range (3–5 year) projections
  • Translate company goals and growth targets into clear financial plans and milestones
  • Model the financial impact of new services, pricing changes, hiring plans, and growth initiatives
  • Partner with the CEO on setting and tracking company-level financial targets
• Forecasting & Scenario Modeling
  • Maintain rolling monthly and quarterly forecasts for revenue, expenses, and profitability
  • Forecast revenue based on the client pipeline, placements, retention, and churn
  • Build best-case, base-case, and worst-case scenarios to guide decision-making
  • Regularly compare forecasts to actuals and refine assumptions
• Budgeting & Cost Management
  • Lead the annual budgeting process and set department-level budgets with team leads
  • Monitor budget vs. actuals and flag variances early, with clear recommendations
  • Identify cost-saving opportunities and improve operational efficiency
  • Review vendor, software, and tool spend to ensure every dollar is working hard
• Cash Flow Management
  • Own daily, weekly, and monthly cash flow visibility and forecasting
  • Manage working capital, including receivables, payables, and collections timing
  • Ensure payroll for internal staff and Outsourced Professionals is always funded on time
  • Maintain healthy cash reserves and plan runway for upcoming investments
• Financial Analysis & Reporting
  • Prepare monthly, quarterly, and annual financial statements and management reports
  • Build and maintain executive dashboards and finance KPIs (gross margin, client profitability, LTV, CAC, revenue per placement, etc.)
  • Analyze profitability by client, service line, and team to inform strategy
  • Present clear, actionable financial insights to the CEO and leadership team
  • Contribute finance metrics to the company scorecard and leadership meetings
• Strategic Finance & Executive Partnership
  • Act as a strategic advisor to the CEO on growth, pricing, investments, and risk
  • Evaluate the ROI of new initiatives, hires, markets, and partnerships
  • Guide pricing and fee-structure decisions to protect margins as WeAssist scales
  • Support financing, banking relationships, and any future capital or M&A conversations
• Controls, Compliance & Risk Management
  • Establish and maintain strong internal controls, approval workflows, and audit readiness
  • Oversee bookkeeping, month-end close, and reconciliations for accuracy and timeliness
  • Coordinate with external CPAs, tax advisors, and auditors on tax filings and compliance
  • Identify financial risks and put proactive mitigation plans in place
• Finance Systems & Process Building
  • Design and document finance SOPs that scale with the business
  • Evaluate, implement, and optimize finance tools, integrations, and automations
  • Use AI and automation to streamline reporting, forecasting, and reconciliation
  • Mentor and guide any finance or bookkeeping support as the team grows

Qualifications

• Proven Finance Leadership
  • Extensive experience in senior finance roles (CFO, VP Finance, Finance Director, or FP&A Lead), ideally within a growing, service-based or US company.
• Financial Modeling Mastery
  • Expert at building forecasts, budgets, and multi-scenario models that leadership can actually make decisions from.
• Strong Accounting Foundation
  • Deep understanding of GAAP, financial statements, accrual accounting, and month-end close.
• Cash Flow Expertise
  • Track record of managing liquidity, working capital, and runway in a scaling business.
• Core Values Alignment
  • Strong personal integrity and a clear fit with WeAssist's values around communication, ownership, emotional regulation, and excellence.
• AI Awareness & Proficiency
  • Solid understanding of modern AI tools and how to use them to speed up analysis and reporting.
• Executive-Level Communication
  • Able to turn complex numbers into clear, actionable insights for the CEO and leadership team.

Requirements

• CPA, CMA, or CFA (Bonus)
  • A professional certification is a strong plus.
• Staffing / Recruiting or Agency Experience (Bonus)
  • Familiarity with placement-based revenue, recurring client billing, and contractor payroll.
• US Tax & Entity Knowledge (Bonus)
  • Exposure to US tax considerations, multi-entity structures, or cross-border payments.
• Fundraising / M&A Exposure (Bonus)
  • Experience supporting financing, investor reporting, or acquisitions.

Benefits

• A True Seat at the Table
  • Work directly with the CEO and shape the financial strategy of a fast-growing, mission-driven company.
• Build It Your Way
  • Design the finance function, systems, and processes from the ground up.
• Endless Growth Opportunities
  • Your role evolves with the company—take on more scope and leadership as WeAssist scales!
• Competitive Compensation
  • Pay that reflects your experience, expertise, and impact.
• 13th Month Bonus
  • Because we appreciate your hard work and dedication.
• Performance-Based Raises, Bonuses & Prizes
  • Your results directly impact your compensation!
• Health, Dental, and Mental Health Insurance
  • Comprehensive coverage to take care of you inside and out.
• Proactive, Collaborative, Supportive, and Forward-Thinking Environment
  • Work alongside passionate leaders who value your input!
• Permanently Remote Set-Up
  • Your office is wherever you want it—whether that's your couch, bed, or hammock!