About the Company
Assort is led by Jon (Founder of Shimmer, YC S21, Stanford grad, former UCSF med student) and Jeff (ex-Facebook, first engineer at Cameo, former Head of Product Engineering at Athelas/Commure).
In 2023, we became the first voice AI to answer patient calls. Since then, we've powered 25M+ patient interactions, helping health systems automate ops and scale care. We're growing fast — 10× since January 2025, with millions in ARR every month.
We're well-funded with 3× revenue growth since our Series A, backed by Quiet Capital, First Round, Chemistry, and strategic angels from Flatiron, Athena Health, Mercury, and PathAI.
Join us to build Assort OS — a customizable fleet of genAI agents transforming patient-provider interactions.
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 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.
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