Chief Financial Officer, CFO
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Job Description
Chief Financial Officer owning planning, forecasting, cash flow, and reporting for WeAssist, a recruiting firm connecting remote professionals with US businesses. Strategic CEO partnership and finance-function building.
Responsibilities:
- 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 the financial impact 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 using 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 recommend corrective actions
- Identify cost-saving opportunities and improve operational efficiency
- Review vendor, software, and tool spending
- Own daily, weekly, and monthly cash flow visibility and forecasting
- Manage working capital, receivables, payables, and collections timing
- Ensure payroll for internal staff and Outsourced Professionals is funded on time
- Maintain cash reserves and plan runway for investments
- Prepare monthly, quarterly, and annual financial statements and management reports
- Build executive dashboards and finance KPIs including gross margin, client profitability, LTV, CAC, and revenue per placement
- Analyze profitability by client, service line, and team
- Present actionable financial insights to the CEO and leadership team
- Contribute finance metrics to the company scorecard 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 to protect margins
- Support financing, banking relationships, and future capital or 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 implement 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
- Act as a strategic finance leader helping WeAssist scale its remote recruiting business
Requirements:
- Extensive experience in senior finance roles such as CFO, VP Finance, Finance Director, or FP&A Lead
- Experience 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
- Experience managing liquidity, working capital, and runway in a scaling business
- Strong personal integrity and alignment with WeAssist values
- Understanding and practical use of modern AI tools to accelerate analysis and reporting
- Executive-level communication skills; able to turn complex numbers into actionable insights
- Accounting software experience: QuickBooks Online, Xero, or similar
- Advanced Excel or Google Sheets skills, including financial modeling, pivot tables, and dashboards
- Experience with AI tools such as ChatGPT, Claude, Gemini, Perplexity, and prompt engineering
- Experience with Google Workspace, Slack, and project management platforms
- Availability during PST business hours
- Responsive communication with the CEO and leadership team during business hours
- Professional remote setup with a clean background, good camera, good microphone, and strong Wi-Fi
- CPA, CMA, or CFA certification 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
- Familiarity with FP&A/BI tools such as Fathom, LivePlan, Power BI, Looker Studio, or Tableau is highly preferred
- Familiarity with payroll and payments platforms such as Gusto, Deel, Wise, or Payoneer is highly preferred
- Familiarity with billing and expense tools such as Bill.com, Ramp, or Expensify is highly preferred
- Experience with Zapier, Make.com, or N8N for finance workflows is highly preferred
- CRM familiarity, especially GoHighLevel, is highly preferred
Benefits:
- 13th Month Bonus
- Performance-Based Raises, Bonuses & Prizes
- Health, Dental, and Mental Health Insurance
- Permanent Remote Set-Up
- Direct work with the CEO and opportunity to shape financial strategy
- Opportunity to design the finance function, systems, and processes from the ground up
- Growth opportunities and increased scope/leadership as the company scales
- Proactive, collaborative, supportive, and forward-thinking work environment
- Flexible location/work from anywhere
- Business-casual attire for meetings
- Professional remote-work setup requirements including camera, microphone, and strong Wi-Fi
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