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Chief Financial Officer

Chief Financial Officer

CompanyAsh Wellness
LocationNew York, NY, USA
Salary$Not Provided – $Not Provided
TypeFull-Time
DegreesMBA
Experience LevelExpert or higher

Requirements

  • Located in New York City
  • 10+ years of progressive financial leadership, including experience as a CFO or senior finance executive at a growth-stage company.
  • Proven track record of owning budgeting, forecasting, cash flow, and financial reporting in complex organizations.
  • Experience with fundraising and investor relations, ideally in a venture-backed environment.
  • Deep financial modeling skills and comfort with tools like Excel, SQL, and business intelligence platforms.
  • Executive communication and presentation skills, with experience engaging external and senior stakeholders.
  • Experience with inventory and COGS management for physical and/or digital products.
  • CPA, MBA, or other relevant advanced degrees/certifications strongly preferred.
  • Familiarity with healthcare, medtech, biotech, or regulated industries is a plus.

Responsibilities

  • Act as a core member of the executive leadership team, contributing to overall strategy and decision-making.
  • Own overall financial health and financial KPIs including margin improvement, cash burn and revenue sustainability.
  • Drive long-term financial planning including capital allocation strategy and scenario modeling.
  • Serve as a trusted advisor to the Board, and investors providing insights on financial performance, risk and opportunity.
  • Prepare financial reports on a monthly, quarterly and annual basis. Ensure accuracy and compliance in official reports.
  • Maintain our financial models and forecasts to inform larger sales and business goals. Take an iterative approach that takes into account our evolving business.
  • Manage and improve internal financial processes to ensure scalable operations within finance and across teams.
  • Lead fundraising strategy and execution in partnership with the CEO. Set Ash up for a successful Series B or alternate path.
  • Prepare, deliver and maintain investor updates, board materials and diligence documentation.
  • Act as the primary finance contact for investors, bankers and other external advisors.
  • Partner with Sales to inform and vet pricing strategy, sales comp plans and provide accurate revenue projections to the larger team.
  • Collaborate with Operations to optimize gross margin and improve unit economics, including COGS tracking and cost-efficiency analyses.
  • Build dashboards, tools and data systems that empower decision-making across the organization. Act as an internal knowledge source on all things finance.
  • Ensure compliance with tax, regulatory and audit requirements.
  • Establish risk management frameworks across financial, legal, and operational areas.
  • If needed, lead or support external audits. Develop internal controls appropriate for a Series A company.
  • Liaise with external parties such as suppliers, partners or clients to maintain accurate reports and where appropriate, negotiate on behalf of Ash.

Preferred Qualifications

  • Strategic but scrappy. Willing to roll up your sleeves and get into the details.
  • Ownership mentality. Proactive, accountable, and comfortable making high-impact decisions.
  • Analytical problem-solver. Tackles complex, ambiguous challenges.
  • Detailed and quality-driven. Deliver clean, accurate, and insightful work products that can stand up to executive and investor scrutiny.
  • Process-oriented. Excited to build scalable systems and processes.
  • Agile and adaptable. Thrives in a fast-moving environment.
  • Cross-functional collaborator. Builds trust and alignment across teams, from ops and sales to product and people.
  • Executive communicator. Skilled at translating financial nuance into clear, compelling insights for internal and external parties.