Executive Business Partner to CFO – Startup, DTC & Operations

This is a fully remote position, open to applicants in Colombia.

📋 Description

• Take charge of the CFO’s calendar, inbox, priorities, and follow-through on various workstreams, ensuring that critical tasks are prioritized and executed efficiently.

• Serve as a key execution partner, facilitating communication among leadership, vendors, legal, finance, operations, and external parties.

• Assist in business operations and strategic initiatives, promoting accountability, tracking deliverables, and ensuring projects progress smoothly.

• Manage vendor relationships, contracts, renewals, and assist with operational due diligence processes.

• Aid in legal and compliance workflows, including contract coordination, documentation tracking, trademarks, patents, and other essential processes.

• Support financial operations by analyzing reports, monitoring budgets, vendor pricing, invoices, and identifying discrepancies or areas for improvement.

• Develop, sustain, and enhance systems, SOPs, workflows, dashboards, and operational processes to boost efficiency and minimize executive workload.

• Utilize AI tools (Claude, ChatGPT, automation tools, AI agents) to streamline workflows, documentation, and operational execution.

• Prepare meeting materials, agendas, executive briefings, and ensure accountability for follow-ups and significant action items.

• Assist with exit readiness initiatives, data rooms, and confidential documentation processes as required.

• Organize travel, logistics, and ad hoc executive support requests in dynamic environments.

⛳️ Requirements

• Over 5 years of experience supporting founders, CEOs, CFOs, COOs, or senior executives in startup, DTC, ecommerce, SaaS, or high-growth settings.

• Strong background in executive support fundamentals, including calendar management, inbox management, executive communications, and prioritization.

• Experience in scaled DTC/ecommerce businesses (preferred experience in subscription models).

• Proven ability to function as an Executive Business Partner rather than just an administrative assistant.

• Significant exposure to financial processes, such as budgeting, reporting, expense tracking, vendor pricing analysis, and the ability to interpret P&L statements or financial data.

• Experience with legal and compliance processes, including contracts, trademarks, patents, documentation, or regulated business environments.

• Familiarity with EOS / Traction methodologies (Level 10s, Rocks, Scorecards) is highly preferred.

• Proficient in using AI tools daily, such as Claude, ChatGPT, AI agents, or automation platforms to enhance workflows and execution.

• Advanced skills in tools like Google Workspace, Slack, Notion, HubSpot, QuickBooks, CRM systems, project management platforms, and spreadsheets.

• Strong analytical abilities with excellent problem-solving and process optimization skills.

• Comfortable operating in high-growth, ambiguous, and rapidly changing environments with shifting priorities.

• Exceptional communication skills, discretion, ownership, and the ability to maintain confidentiality.

• Availability to align with US Mountain Time hours (within 3 hours preferred).

🏝️ Benefits

• Competitive salary.

• Flexibility to work remotely.