Internal - Chief Financial Officer (CFO)

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 -

• https://docs.google.com/document/d/1tCWNqlU4gNG4nQaEeo5iSKNB8A8X7xAlVCMDvZwkdDk/edit?tab=t.0#heading=h.gt6n5ybw2ujb

📢 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 Outsourced Professionals is always funded on time
• Maintain healthy cash reserves and plan runway for upcoming investments

• 📊 Financial Analysis & Reporting

• Prepare monthly, quarterly, and annual financial statements and management reports
• Build and maintain executive dashboards and finance KPIs (gross margin, client profitability, LTV, CAC, revenue per placement, etc.)
• Analyze profitability by client, service line, and team to inform strategy
• Present clear, actionable financial insights to the CEO and leadership team
• Contribute finance metrics to the company scorecard and leadership meetings

• 🧭 Strategic Finance & Executive Partnership

• Act as a strategic advisor to the CEO on growth, pricing, investments, and risk
• Evaluate the ROI of new initiatives, hires, markets, and partnerships
• Guide pricing and fee-structure decisions to protect margins as WeAssist scales
• Support financing, banking relationships, and any future capital or M&A conversations

• 🛡️ Controls, Compliance & Risk Management

• Establish and maintain strong internal controls, approval workflows, and audit readiness
• Oversee bookkeeping, month-end close, and reconciliations for accuracy and timeliness
• Coordinate with external CPAs, tax advisors, and auditors on tax filings and compliance
• Identify financial risks and put proactive mitigation plans in place

• ⚙️ Finance Systems & Process Building

• Design and document finance SOPs that scale with the business
• Evaluate, implement, and optimize finance tools, integrations, and automations
• Use AI and automation to streamline reporting, forecasting, and reconciliation
• Mentor and guide any finance or bookkeeping support as the team grows

🏡 Get To Know WeAssist!

(Not your average Recruiting Firm…)

Started by Reef Colman just seven years ago, WeAssist is not your typical staffing agency... We are a dynamic recruiting firm focused on creating fair opportunities in the business world. We have a team of over 120 Outsourced Professionals. We help US businesses find skilled remote workers and connect these workers with good employers.

What makes us different is how much we care about our people! We give good benefits, support personal growth, and get involved in the community. We also support good causes like building schools, helping the homeless, and improving education. Come join us at WeAssist, where remote workers do their best! ✨

Company Culture and Core Values:

At WeAssist, we move fast, think big, and create lasting impact. 🚀 We're more than just a recruiting firm—we're a tight-knit community that values integrity, accountability, and growth, ensuring every professional and client finds the right fit, not just any fit. Here, you'll thrive in an inclusive, high-performance culture that challenges you to be 1% better every day while making a real difference in the world. 🌍✨

Our core values include:

• 🧭 Integrity – Do the Right Thing, Always

• Even when no one's watching, we lead with honesty, character, and trust.

• 🎯 Expectation – Set the Target Early

• We align from the start—no guessing games. Clarity creates confidence.

• 🔁 Reiteration – Say It Back, Get It Right

• We confirm understanding by repeating what we heard. Listening is a two-way street.

• 🧱 Major Ownership – Being 1% Better Every Time

• No blaming, no excuses. We take full responsibility and ask, “What can I do better?”

• 🔍 Radical Transparency – Keep It Real

• We speak with openness and honesty.

• 🚀 Proactive Effort – Stay Ahead of the Game

• We don't wait for fires—we prevent them. Anticipate, act, exceed.

• 🗣️ Communication – Listen First, Speak with Clarity

• We listen to understand, not just to reply. The clearer we are, the stronger we move!

• 🧑‍💼 We Talk About Projects, Not People – No Gossip Zone

• We go directly to the source. Discuss issues, not individuals—unless it's for solutions.

• 🧠 Be Curious – Ask, Learn, Level Up

• Curiosity drives growth. We ask smart questions and never stop learning.

• 🧊 Emotional Regulation – Keep Cool Under Pressure

• We stay calm, think clearly, and lead with emotional maturity—especially when it's tough.

• 🏅 A-Player Mentality – Results Over Excuses

• We get things done. Whatever it takes to win with integrity, we're in.

• ➕ One More Mindset – Because It Matters to Someone

• One more call. One more check-in. One more push. Every extra effort counts.

Join a team that values growth, action, and real impact—where what you do truly matters! 🎉

What's in it for you? 😏

Joining us means not just filling a role but embarking on a personal development journey. The growth potential is substantial, with opportunities to:

• 🏛️ A True Seat at the Table– Work directly with the CEO and shape the financial strategy of a fast-growing, mission-driven company.
• 🏗️ Build It Your Way– Design the finance function, systems, and processes from the ground up.
• 🌱 Endless Growth Opportunities– Your role evolves with the company—take on more scope and leadership as WeAssist scales!
• 💰 Competitive Compensation– Pay that reflects your experience, expertise, and impact.
• 🎉 13th Month Bonus– Because we appreciate your hard work and dedication. Wild, right? 🤯
• 🏆 Performance-Based Raises, Bonuses & Prizes– Your results directly impact your compensation!
• 👨‍⚕️ Health, Dental, and Mental Health Insurance– Comprehensive coverage to take care of you inside and out.
• 💡 Proactive, Collaborative, Supportive, and Forward-Thinking Environment– Work alongside passionate leaders who value your input!
• 🌴 Permanent Remote Set-Up– Your office is wherever you want it—whether that's your couch, bed, or hammock!

This opportunity is ideal for a finance leader ready to make a meaningful impact on our journey to success! 🚀

Specifics:

Time

• Full Time, PST Timezone

• Be available during business hours to communicate responsively with the CEO and leadership team

• This is a remote position so you can have the freedom to work from anywhere

Miscellaneous

• Attire - business casual when in meetings
• Professional setup (Pains me I actually need to write this down… 👀)

• Clean background
• Good camera
• Good microphone
• Strong wifi

Tech Stack

• 🔑 Must-Have Skills (Baseline Requirement):

• 📒 Accounting software – QuickBooks Online, Xero, or similar
• 📊 Advanced Excel / Google Sheets – financial modeling, pivot tables, and dashboards
• 🤖 AI tools – ChatGPT, Claude, Gemini, Perplexity, and prompt engineering to speed up analysis and reporting
• 💬 Collaboration tools – Google Workspace, Slack, and project management platforms

• ✨ Highly Preferred (The Dream Candidate Has These!):

• 📈 FP&A / BI tools – e.g., Fathom, LivePlan, Power BI, Looker Studio, or Tableau
• 💳 Payroll & payments platforms – e.g., Gusto, Deel, Wise, or Payoneer
• 🧾 Billing & expense tools – e.g., Bill.com, Ramp, or Expensify
• ⚙️ Automations – Zapier, Make.com, or N8N for finance workflows
• 🔁 CRM familiarity (especially GoHighLevel) for pipeline-based revenue forecasting