Work closely with the founder and directly with management/founder/GP teams to deliver actionable CFO-level insights and assets
Provide strategic analysis: prepare and review investor/pitch decks, conduct market research, analyze financial data to support decisions, and prepare for diligence and fundraises
Serve as main point of contact for clients and build long-term relationships with C-suite level clients
Lead and oversee client projects: initial staffing, execution, and follow-up client success
Manage contractors and designers involved in client projects and co-lead a creative/contractor team
Participate in business development: assist in select client pitches, identify new business opportunities, and help develop BD materials
Potentially perform director of finance work (FP&A and financial modeling) if skillset supports
Eventually fully own core responsibilities with limited involvement from the founder
Requirements
Strong financial analysis and business acumen
Strong critical thinking, problem solving, and project/relationship management skills
Advanced financial acumen and writing abilities
Excellent communication and writing skills, with a successful track record of developing fundraising and pitch materials
Action-oriented with a can-do attitude, sense of urgency, and thrives in a fast-paced work environment with limited oversight
Ability to manage ambiguity, deal comfortably with the uncertainty of change, and handle risk, re-evaluating and updating responsibilities on the fly and with confidence
High EQ, with the ability to expertly handle the nuances of client interactions
Minimum four years of relevant work experience (up to 15 years would also be welcome)
Proven relevant professional experience: investment banking, VC or another investing role, founder/startup operator, management consulting
Bachelor’s Degree with a strong record of high academic achievement