Internal - Chief Financial Officer (CFO)
We Assist.io
4d ago
0FinancePhilippineshimalayas
Chief-Financial-OfficerCFODirector-of-FinanceVP-FinanceFinancial-Planning-And-Analysis-ManagerChief-Financial-Officer-(CFO)CFO-(Chief-Financial-Officer)Executive
Job Description
Hiring: Full-time - Chief Financial Officer (CFO) - Remote
🌟 About us, WeAssist, the hiring team 💡
🌍 Led by a Founder Who Cares– Reef Colman built WeAssist to empower individuals and create meaningful opportunities that support families.
⚡ Fast & Purposeful Recruiting– We move quickly but prioritize long-term fit, stability, and growth over just filling roles.
🌎 Connecting Global Talent– With 100+ outsourced professionals and growing, we link top talent worldwide with thriving US businesses.
❤️ Giving Back Matters– From building schools to feeding the homeless, we believe true success means making a difference.
🤝 An Inclusive & Thriving Culture– Your skills and unique gifts matter. We create an environment where outsourced professionals don't just work—they grow.
⚒️ Key Responsibilities of the Chief Financial Officer (CFO) 📝
📈 Financial Planning & Projections
🔮 Forecasting & Scenario Modeling
💵 Budgeting & Cost Management
🌊 Cash Flow Management
📊 Financial Analysis & Reporting
🧭 Strategic Finance & Executive Partnership
🛡️ Controls, Compliance & Risk Management
⚙️ Finance Systems & Process Building
⚒️ Key Qualifications of the Chief Financial Officer (CFO) 📝
Must-Haves:
🎓 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.
Nice-to-Haves:
🏅 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.
Additional Information:
Review this Doc first!
How to Prepare for the Recruiting Process -
📢 Why Are We Hiring a CFO? 🏢
Our CEO, Reef Colman, is on a mission to reshape the future of remote work and create life-changing opportunities for talented professionals around the world. As WeAssist continues to scale—more clients, more Outsourced Professionals, and more moving parts—our financial strategy needs to grow just as fast. We're hiring a Chief Financial Officer to own our financial planning, forecasting, budgeting, reporting, and cash flow, and to become Reef's strategic partner in every major business decision.
This isn't a back-office seat. You'll build the financial foundation that powers WeAssist's next chapter of growth—turning numbers into clarity, clarity into decisions, and decisions into impact.
If you're a strategic finance leader who loves building forecasts, sharpening margins, and helping a mission-driven company scale with confidence—this is your moment to shine! 💼✨
Responsibilities of the Chief Financial Officer (CFO):
Your responsibilities include:
📈 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 O
