Job Description
Job Description: • Manage and prioritize the CFO's calendar, meetings, and travel, while also preparing agendas, pre-reads, and briefing materials, and helping to foster a positive team culture through recognition and engagement initiatives. • Own and maintain the weekly, monthly, and quarterly meeting rhythms, including capturing notes, decisions, and action items, ensuring accountability through follow-up, and managing all related decks, documentation, timelines, and workflows to ensure the smooth execution of key CFO projects. • Maintain standard templates and organize materials for recurring meetings and Quarterly Business Reviews (QBRs), while coordinating updates from leaders and formatting slides to ensure clarity and consistency across all presentations. • Manage the entire production lifecycle for board and lender packets, including oversight of timelines, input collection, and strict version control, and assemble and format all materials (excluding confidential compensation). • Partner closely with Finance, Legal, GTM, RevOps, and Product teams to keep key programs on track, providing support through research, summaries, and preparatory work as needed. Requirements: • 8–10+ years of direct experience supporting C-level executives in a high-growth environment. • Proven calendar mastery, exceptional organization, and follow-through. • Expert at managing input cycles and preparing/formatting recurring presentation decks. • High-judgment decision-making under pressure, superior written and verbal communication, and the ability to maintain the utmost discretion and professionalism with confidential information. • A self-starter with grit and execution force who operates independently with minimal oversight. Highly responsive, detail-oriented, and able to anticipate needs. • Experience implementing new processes to optimize time, excellent problem-solving skills, and practical project management experience. • Experienced in managing complex travel and logistics. Benefits: • Health, dental, and vision care for you and your family • Life insurance • Mental wellness coverage • Fertility and growing family support • Flex Time Off in addition to company-paid holidays • Paid family leave, medical leave, and bereavement leave policies • Retirement saving plans • Allowance to customize your work and technology setup at home • Annual professional development stipend Apply tot his job