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Chief Financial Officer, CFO
WeAssist.io. Build and own WeAssist's annual financial plan and 3–5 year projections .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial modeling, forecasting, and budgeting, with a strong understanding of GAAP and financial statements. Capable of providing actionable insights and strategic guidance to executive leadership while managing liquidity and working capital in a growing service-based environment.
Highest-signal resume keywords
Financial ModelingGAAP KnowledgeExecutive-Level CommunicationAdvanced Excel / Google SheetsQuickBooks Online
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial ForecastingBudget ManagementMulti-Scenario ModelingAccrual AccountingCash Flow ManagementProfitability AnalysisInternal ControlsRisk MitigationFinancial Statement PreparationCost-Saving Identification
Soft Skills
Personal IntegrityMentoringCollaborationActionable Insight PresentationTeam Guidance
Tools & Technologies
AI ToolsGoogle WorkspaceSlackProject Management PlatformsFP&A/BI Tools
Certifications & Qualifications
CPACMACFA
Industry Keywords
Service-Based CompanyUS Tax ConsiderationsM&A ExperienceStaffing/Recruiting ExperienceCross-Border Payments
About the role
Key responsibilities & impact- 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
Requirements
What you’ll need- 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
Benefits
Comp & perks- 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