Operations Associate to the CFO
New
This is a remote opportunity open to candidates based in Canada, US Mountain Time (within 3 hours preferred)Full-TimeMiddle
Salary not disclosed
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Job Details
- Experience
- 5+ years
- Required Skills
- QA AutomationHubSpotGoogle WorkspaceQuickBooksNotion
Requirements
- 5+ years of experience supporting C-suite executives in high-growth environments.
- Strong experience with executive support fundamentals.
- Experience in scaled DTC/ecommerce or subscription businesses.
- Demonstrated ability to function as an Executive Business Partner.
- Exposure to financial processes like budgeting and P&L interpretation.
- Experience with legal/compliance processes like contracts and trademarks.
- Familiarity with EOS/Traction methodologies.
- Advanced proficiency in AI tools (Claude, ChatGPT, AI agents).
- Advanced skills in Google Workspace, Slack, Notion, HubSpot, QuickBooks.
- Strong analytical, problem-solving, and process optimization skills.
Responsibilities
- Own and manage the CFO’s calendar, inbox, and priorities.
- Act as a strategic execution partner bridging communication across departments.
- Support business operations, track deliverables, and drive accountability.
- Coordinate vendor relationships, contracts, and operational due diligence.
- Assist with legal and compliance workflows including trademarks and patents.
- Support financial operations including budget tracking and invoice review.
- Build and maintain SOPs, workflows, and dashboards.
- Leverage AI tools like Claude and ChatGPT to optimize workflows.
- Prepare executive briefings and meeting materials.
- Support exit readiness and data room management.
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