Head of Finance - 1st Finance Hire

Head Of Finance (1st Finance Hire)

Assort Health is transforming how specialty clinics deliver care by combining best-in-class operations with the power of AI. As we scale from 50 to 170 people over the next 16 months, we're looking for a scrappy, organized, detail-oriented Head Of Finance to be our first finance hire. This role is foundational : you'll set up core processes from the ground up, build and lead our finance team, and shape the financial strategy that fuels our growth.

This is a hands-on role where you'll be deep in the weeds, using AI-driven tools to accelerate workflows and insights, while also building toward the strategic leadership required of a CFO.

What You'll Do

Build Finance 0 ? 1 : Stand up all core processes, including forecasting, budgeting, reporting, compliance, and internal controls.

Hire & Lead : Build and manage a lean team, starting with a senior accountant and a finance operations specialist.

Be Hands-On : Roll up your sleeves on everything from reconciliations to board decks; nothing is "too small" as we scale.

Leverage AI : Deploy and experiment with cutting-edge AI tools to streamline workflows, enhance accuracy, and generate insights.

Partner with Leadership : Report directly to the CEO and leadership team to shape growth strategy, track performance, and support fundraising.

Scale with Us : Build scalable systems and reporting infrastructure that can support our team as we grow 3x in size.

Board & Investor Reporting : Deliver transparent and compelling reporting packages to current and future investors.

What You'll Bring

Experience Mix : Minimum 2 years in M&A investment banking AND minimum 2 years in corporate finance at a startup.

Breadth and Depth : Have seen a wide breadth of financial needs within an organization and have led e2e complex financial needs.

Scrappy Mindset : You're as comfortable in the weeds as you are presenting to a board.

Strong Financial Network : Have a strong network you can tap to understand best practices for quickly evolving financial landscape for hypergrowth AI agent startups.

Analytical & Strategic Rigor : Expert at financial modeling, forecasting, and turning data into insights.

Builder's Mentality : Proven ability to create processes from scratch in fast-paced environments.

Tech-Savvy : Excited about harnessing AI and automation to reinvent how finance operates.

Leadership Potential : Ambition to grow into our CFO role as Assort Health scales.

What You'll Get

The chance to be the architect of our finance function at a fast-growing health tech company.

Daily impact on the trajectory of a company changing specialty care.

A leadership seat at the table, with direct exposure to executive decision-making and board-level interactions.

Competitive compensation, equity upside, and strong benefits.

The opportunity to grow into our CFO role as we scale.

Benefits & Perks For Assorties

Competitive Compensation Including salary and employee stock options so you share in our success.

Lifelong Learning Annual budget for professional development, plus training opportunities to help you grow.

Office Setup Stipend We'll outfit your in-office workspace so comfy as it's productive.

Top-Tier Health Coverage Medical, dental, and vision insurance, because your health comes first.

Unlimited PTO We trust you to take the time you need to recharge and come back ready to crush it.

Meals & Snacks Lunch, dinner, and snack breaks that fuel great ideas.

Wellness Stipend Your physical and mental well-being matters, and we've got a yearly stipend to prove it.

401(k) Let us help you plan for the future. We've got you covered.

How We Work & What We Value

We have published our operating principles "Raising the BAARS in Healthcare" on our blog - they describe how we work at Assort. They cover how we aim to run projects, spend time, and make decisions. Specifically :

Back to basics

Accessibility for all

Always accountable

Relentless resilience

Ship fast, ship often