• Own board and investor prep end to end: financials, operating metrics, narrative, materials, and coordination, ensuring leadership walks in aligned and well-prepared. • Lead financial planning across the company, including budgeting, forecasting, and scenario modeling, effectively covering much of what a Director of Finance would own. • Build and run the company’s operating cadence, including quarterly planning, goal setting, and follow-through. • Design and lead a weekly executive business review covering revenue, spend, hiring progress, and product timelines, keeping discussions focused on decisions, not updates. • Act as a thought partner to the CEO and leadership team, pressure-testing plans, clarifying priorities, and helping translate strategy into concrete operating plans. • Coordinate auditors, compliance work, and external financial partners, keeping the process tight and predictable for the rest of the team. • Plan and run leadership off-sites and on-sites, with clear objectives, strong preparation, and outcomes that actually change how the team operates. • Leverages AI and automation tools to scale personal impact, extend capacity, and operate at a higher strategic level.