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.

• Convert company objectives and growth ambitions into financial plans and milestones.

• Assess the financial implications of new services, pricing adjustments, hiring strategies, and growth initiatives.

• Collaborate with the CEO on overarching company financial objectives.

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

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

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

• Evaluate forecasts against actual performance and adjust assumptions as necessary.

• Lead the annual budgeting process and establish department-level budgets.

• Track budget performance against actuals and suggest corrective measures.

• Identify opportunities for cost reduction and enhance operational efficiency.

• Review expenditures on vendors, software, and tools.

• Ensure daily, weekly, and monthly cash flow visibility and forecasting is maintained.

• Oversee working capital management, including receivables, payables, and timing of collections.

• Guarantee timely payroll funding for internal staff and outsourced professionals.

• Maintain cash reserves and strategize runway for investments.

• Compile monthly, quarterly, and annual financial statements and management reports.

• Construct executive dashboards and finance KPIs such as gross margin, client profitability, LTV, CAC, and revenue per placement.

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

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

• Contribute financial metrics to the company scorecard and during leadership meetings.

• Advise the CEO on growth strategies, pricing, investments, and risk management.

• Assess ROI for initiatives, hires, markets, and partnerships.

• Guide decisions regarding pricing and fee structures to safeguard margins.

• Support financing and banking relationships, as well as future capital or M&A discussions.

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

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

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

• Identify financial risks and implement strategies to mitigate them.

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

• Evaluate, implement, and enhance financial tools, integrations, and automations.

• Utilize AI and automation to optimize reporting, forecasting, and reconciliation processes.

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

• Serve as a strategic finance leader to assist WeAssist in scaling its remote recruiting operations.

⛳️ Requirements

• Extensive experience in senior finance positions such as CFO, VP of Finance, Finance Director, or FP&A Lead.

• Ideally, experience in a growing, service-oriented, or US-based company.

• Proficient in financial modeling, including forecasts, budgets, and multi-scenario models.

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

• Experience managing liquidity, working capital, and runway in a scaling organization.

• Strong personal integrity and alignment with WeAssist's core values.

• Familiarity with modern AI tools to enhance analysis and reporting capabilities.

• Exceptional executive-level communication skills; able to translate complex numerical data into actionable insights.

• Experience with accounting software such as QuickBooks Online, Xero, or similar platforms.

• Advanced skills in Excel or Google Sheets, including financial modeling, pivot tables, and dashboards.

• Experience with AI tools like ChatGPT, Claude, Gemini, Perplexity, and prompt engineering.

• Proficiency with Google Workspace, Slack, and project management tools.

• Availability during Pacific Standard Time (PST) business hours.

• Timely and responsive communication with the CEO and leadership team during business hours.

• Professional remote work setup with a clean background, quality camera, microphone, and robust Wi-Fi.

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

• Experience in staffing, recruiting, or agency settings is beneficial.

• Familiarity with US tax considerations, multi-entity structures, or cross-border payments is a plus.

• Experience in fundraising, investor reporting, financing, or M&A is advantageous.

• Preference for familiarity with FP&A/BI tools such as Fathom, LivePlan, Power BI, Looker Studio, or Tableau.

• Preference for familiarity with payroll and payment platforms like Gusto, Deel, Wise, or Payoneer.

• Preference for familiarity with billing and expense management tools such as Bill.com, Ramp, or Expensify.

• Preference for experience with automation tools like Zapier, Make.com, or N8N for finance workflows.

• Preferably familiar with CRM systems, particularly GoHighLevel.

🏝️ Benefits

• 13th Month Bonus

• Performance-Based Raises, Bonuses & Prizes

• Health, Dental, and Mental Health Insurance

• Permanent Remote Work Setup

• Direct collaboration with the CEO and the chance to influence financial strategy

• Opportunity to build the finance function, systems, and processes from scratch

• Growth opportunities with increased responsibilities and leadership as the company expands

• A proactive, collaborative, supportive, and forward-thinking work environment

• Flexibility to work from any location

• Business-casual attire for meetings

• Requirements for a professional remote-work setup, including a camera, microphone, and reliable Wi-Fi