Head of Finance - 1st Finance Hire

Assort is led by Jon (Founder of Shimmer, former UCSF med student, AI researcher at Stanford) and Jeff (ex-Facebook, first engineer at Cameo, former Head of Product Engineering at Athelas/Commure).

In 2023, we became the first agentic AI to answer patient calls. Since then, we've powered tens of millions of patient interactions, helping health organizations and patients provide better access to care. We're growing fast with millions in ARR every month.

We're well-funded and backed by Quiet Capital, First Round, Chemistry, and strategic angels from Flatiron, Athena Health, Mercury, and PathAI. More funding news coming soon :).

Join us to build Assort OS — a customizable fleet of genAI agents transforming patient-provider interactions.

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.

• 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.

• 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 in 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.

• 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.

• 💸 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.

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