Financial Planning and Analysis

• 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

Explore Chief Financial Officer, CFO at WeAssist.io. Review requirements and application details.

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