Chief Financial Officer, CFO

This is a fully remote position, open to applicants in Philippines.

📋 Description

• Develop and oversee WeAssist's annual financial strategy and long-term projections spanning 3 to 5 years.

• Transform company objectives and growth aspirations into actionable financial plans and key milestones.

• Assess the financial consequences of new service offerings, pricing adjustments, hiring strategies, and growth initiatives.

• Collaborate with the CEO to establish company-wide financial objectives.

• Maintain ongoing monthly and quarterly forecasts for revenue, expenses, and profitability metrics.

• Predict revenue based on client pipeline, placements, retention rates, and churn analysis.

• Create best-case, base-case, and worst-case financial scenarios.

• Evaluate forecasts against actual results and refine assumptions accordingly.

• Lead the annual budgeting process and establish departmental budgets.

• Monitor budget performance against actuals and identify opportunities for cost savings.

• Manage daily, weekly, and monthly cash flow analysis and forecasting.

• Oversee working capital, receivables, payables, collection timing, cash reserves, and operational runway.

• Ensure timely funding of payroll.

• Prepare monthly, quarterly, and annual financial statements along with management reports.

• Develop executive dashboards and key finance performance indicators (KPIs).

• Analyze profitability by client, service line, and team structure.

• Deliver actionable financial insights to the CEO and the leadership team.

• Contribute financial metrics to scorecards and discussions at leadership meetings.

• Provide counsel to the CEO regarding growth strategies, pricing, investments, and risk management.

• Assess the return on investment for various initiatives, hires, markets, and partnerships.

• Guide decisions regarding pricing and fee structures.

• Assist in financing, banking relationships, capital management, and M&A discussions.

• Establish internal controls, approval workflows, and ensure readiness for audits.

• Supervise bookkeeping, month-end closings, and reconciliations.

• Coordinate with external CPAs, tax consultants, and auditors.

• Identify financial risks and formulate mitigation strategies.

• Design and document scalable standard operating procedures (SOPs) for finance.

• Evaluate, implement, and enhance finance tools, integrations, and automation processes.

• Utilize AI and automation to streamline reporting, forecasting, and reconciliation activities.

• Mentor and guide finance or bookkeeping support personnel as the team expands.

⛳️ Requirements

• Significant experience in senior finance roles (CFO, VP Finance, Finance Director, or FP&A Lead), preferably within a growing service-oriented or US-based company.

• Proficient financial modeling capabilities, encompassing forecasts, budgets, and multi-scenario models.

• Comprehensive understanding of GAAP, financial statements, accrual accounting, and the month-end closing process.

• Proven experience managing liquidity, working capital, and operational runway in a scaling organization.

• High personal integrity and alignment with the values of WeAssist.

• Strong understanding and application of modern AI tools for financial analysis and reporting.

• Exceptional executive-level communication skills.

• Experience with QuickBooks Online, Xero, or comparable accounting software.

• Advanced proficiency in Excel / Google Sheets, including financial modeling, pivot tables, and dashboards.

• Familiarity with AI tools such as ChatGPT, Claude, Gemini, Perplexity, and expertise in prompt engineering.

• Proficient in Google Workspace, Slack, and project management platforms.

• Availability during PST business hours.

• Professional setup including a tidy background, quality camera, good microphone, and robust internet connection.

• CPA, CMA, or CFA certification is an advantage.

• Experience in staffing/recruiting or agency environments is a plus.

• Exposure to US tax implications, multi-entity structures, or cross-border payment processes is beneficial.

• Experience in fundraising, investor reporting, financing, or M&A transactions is a plus.

• Familiarity with FP&A/BI tools, payroll and payment platforms, billing and expense management tools, automations, and CRM systems is highly preferred.

🏝️ Benefits

• Competitive salary package.

• 13th Month Bonus.

• Performance-Driven Raises, Bonuses, and Prizes.

• Health, Dental, and Mental Health Insurance coverage.

• Permanent remote work arrangement.

• Opportunities for personal development and career growth.

• Chance to work closely with the CEO and influence financial strategy.

• Opportunity to build the finance function, systems, and processes from the ground up.

• Engaging, collaborative, supportive, and forward-thinking work environment.