Financial Planning and Analysis

• Own and manage the CFO’s calendar, inbox, priorities, and follow-through across multiple workstreams, ensuring high-impact items are prioritized and executed.
• Act as a true execution partner, bridging communication between leadership, vendors, legal, finance, operations, and external stakeholders.
• Support business operations and strategic initiatives, helping drive accountability, tracking deliverables, and ensuring projects move forward.
• Coordinate vendor relationships, contracts, renewals, and support operational due diligence processes.
• Assist with legal and compliance-related workflows, including contract coordination, documentation tracking, trademarks, patents, and other high-stakes processes.
• Support financial operations by reviewing reports, tracking budgets, vendor pricing, invoices, and identifying inconsistencies or opportunities for optimization.
• Build, maintain, and improve systems, SOPs, workflows, dashboards, and operational processes to improve efficiency and reduce executive overhead.
• Leverage AI tools (Claude, ChatGPT, automation tools, AI agents) to optimize workflows, documentation, and operational execution.
• Prepare meeting materials, agendas, executive briefings, and maintain accountability around follow-ups and key action items.
• Support exit readiness initiatives, data rooms, and confidential documentation processes as needed.
• Coordinate travel, logistics, and ad hoc executive support requests in fast-changing environments.

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Executive Business Partner to CFO – Startup, DTC & Operations