Chief Financial Officer, CFO

Job not on LinkedIn

🔥 0 minutes ago

🇵🇭 Philippines – Remote

⏰ Full Time

🔴 Lead

💸 Financial Planning and Analysis (FP&A)

👻 Ghost score 24%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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WeAssist.io

WebsiteLinkedInAll Job Openings

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.

📋 Description

• 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 the financial impact 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 using 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 recommend corrective actions • Identify cost-saving opportunities and improve operational efficiency • Review vendor, software, and tool spending • Own daily, weekly, and monthly cash flow visibility and forecasting • Manage working capital, receivables, payables, and collections timing • Ensure payroll for internal staff and Outsourced Professionals is funded on time • Maintain cash reserves and plan runway for investments • Prepare monthly, quarterly, and annual financial statements and management reports • Build executive dashboards and finance KPIs including gross margin, client profitability, LTV, CAC, and revenue per placement • Analyze profitability by client, service line, and team • Present actionable financial insights to the CEO and leadership team • Contribute finance metrics to the company scorecard 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 to protect margins • Support financing, banking relationships, and future capital or 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 implement 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 • Act as a strategic finance leader helping WeAssist scale its remote recruiting business

🎯 Requirements

• Extensive experience in senior finance roles such as CFO, VP Finance, Finance Director, or FP&A Lead • Experience 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 • Experience managing liquidity, working capital, and runway in a scaling business • Strong personal integrity and alignment with WeAssist values • Understanding and practical use of modern AI tools to accelerate analysis and reporting • Executive-level communication skills; able to turn complex numbers into actionable insights • Accounting software experience: QuickBooks Online, Xero, or similar • Advanced Excel or Google Sheets skills, including financial modeling, pivot tables, and dashboards • Experience with AI tools such as ChatGPT, Claude, Gemini, Perplexity, and prompt engineering • Experience with Google Workspace, Slack, and project management platforms • Availability during PST business hours • Responsive communication with the CEO and leadership team during business hours • Professional remote setup with a clean background, good camera, good microphone, and strong Wi-Fi • CPA, CMA, or CFA certification 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 • Familiarity with FP&A/BI tools such as Fathom, LivePlan, Power BI, Looker Studio, or Tableau is highly preferred • Familiarity with payroll and payments platforms such as Gusto, Deel, Wise, or Payoneer is highly preferred • Familiarity with billing and expense tools such as Bill.com, Ramp, or Expensify is highly preferred • Experience with Zapier, Make.com, or N8N for finance workflows is highly preferred • CRM familiarity, especially GoHighLevel, is highly preferred

🏖️ Benefits

• 13th Month Bonus • Performance-Based Raises, Bonuses & Prizes • Health, Dental, and Mental Health Insurance • Permanent Remote Set-Up • Direct work with the CEO and opportunity to shape financial strategy • Opportunity to design the finance function, systems, and processes from the ground up • Growth opportunities and increased scope/leadership as the company scales • Proactive, collaborative, supportive, and forward-thinking work environment • Flexible location/work from anywhere • Business-casual attire for meetings • Professional remote-work setup requirements including camera, microphone, and strong Wi-Fi