DUTIES & RESPONSIBILITIES:
This dual position provides high-level administrative support to the CFO with functional, operational support for the broader finance and technology teams, all of which report into the CFO. This role plays an integral part in ensuring efficient day-to-day operations, coordinating logistics, and supporting finance and technology-related projects. The ideal candidate is highly organized, proactive, fluent with various AI tools, eager to learn, comfortable managing multiple priorities in a fast-paced environment, and a strong communicator.
Finance Team Support & Coordination (approximately 70% of time)
Financial & Reporting Support
Assist in coordinating and optimizing recurring financial templates (e.g., weekly reports and other materials)
Track deliverables and ensure timely input from stakeholders; oversee a shared planning calendar
Approval Workflows and Controls
Coordinate various support and approvals for the office of the CFO, ensuring appropriate process and documentation in partnership with Accounting, Internal Audit and others
Investor Relations (IR) Support
Provide IR support, including earnings call preparation, responsive logistics support, investor targeting, and presentation building
Project Support
Support key Finance team members with cross-functional projects between FP&A, IT, planning, Mergers & Acquisitions, Capital Markets, communications, and Strategic initiatives
AI and Process Improvement
Partner with the IT organization to identify practical FP&A use cases for approved AI tools, translate finance needs into clear requirements, and support adoption of AI-enabled workflows across recurring planning, reporting, analysis, and executive support activities.
Executive Support to CFO (approximately 30%)
Executive & Calendar Management
Manage the CFO calendar, coordinate meetings, support system management and approvals
Document Routing and E-signature
Coordinate document prep and execution, including e-signature workflows, tracking, and follow-up
Travel & Expense Management
Coordinate domestic and international travel, including flights, hotels, and ground transportation; prepare itineraries and contingency plans
Prepare and submit expense reports accurately, timely, and in compliance with company policy
Meeting & Event Coordination
Plan and execute CFO office events, FP&A all hands, town halls, and leadership/team events, including stakeholder coordination
Ensure materials are prepared, reviewed, and distributed in advance
EDUCATION & EXPERIENCE:
QUALIFICATIONS & SKILLS:
Able to handle high energy / high stress situations