
51 - 200 employees
🤝 B2B
⚡ Productivity
☁️ SaaS
B2B • Productivity • SaaS
WeAssist. io is a company that provides businesses with the opportunity to outsource a variety of tasks to skilled virtual assistants, allowing companies to focus on high-value activities. They specialize in enhancing business productivity by offering services like lead generation on various platforms, inbox and calendar management, expense and invoice handling, social media strategy, research, data entry, and more. WeAssist. io aims to help entrepreneurs and businesses "buy back" their time and increase operational efficiency by taking low-value tasks off their hands.
🔥 16 hours ago
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51 - 200 employees
🤝 B2B
⚡ Productivity
☁️ SaaS
B2B • Productivity • SaaS
WeAssist. io is a company that provides businesses with the opportunity to outsource a variety of tasks to skilled virtual assistants, allowing companies to focus on high-value activities. They specialize in enhancing business productivity by offering services like lead generation on various platforms, inbox and calendar management, expense and invoice handling, social media strategy, research, data entry, and more. WeAssist. io aims to help entrepreneurs and businesses "buy back" their time and increase operational efficiency by taking low-value tasks off their hands.
• 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
• 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
• 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
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