Chief of Staff to the CFO (Growth Equity & Strategic Projects)

Posted 4 weeks ago

Worldwide

Summary

We are seeking a proactive, analytical, and highly organized Part-Time Assistant / Chief of Staff to the CFO to join our team on a long-term basis. In this role, you will work directly alongside our CEO and CFO to drive critical initiatives—starting with building a high-stakes presentation deck for a Growth Equity fundraise, as well as supporting ongoing financial and operational business projects. If you excel at taking complex information, structuring it into clear narratives, and keeping multi-faceted projects moving forward independently, this is a strong fit. Key Responsibilities Fundraising & Deck Development: Collaborate with executive leadership to organize financial/operational data and build clear, polished presentation decks for growth equity investors. CFO & CEO Support: Function as a lightweight Chief of Staff, driving visibility, organizing executive workflows, and tracking action items across business initiatives. Financial & Data Tasks: Handle light financial modeling, develop financial processes, data aggregation, market research, and report generation to support strategic decision-making. Project Management: Manage one-off business projects end-to-end, ensuring deadlines are met and stakeholders stay aligned. Executive Communication: Synthesize complex updates into crisp, well-structured summaries for external partners and internal leadership. Required Qualifications & Skills Financial Acumen: Prior experience in corporate finance, investment banking, private equity, management consulting, or startup operations. Presentation Design & Storytelling: Strong proficiency in PowerPoint, Google Slides, or Keynote, with an ability to translate raw data into compelling visual narratives. Proactive Ownership: Comfort operating with high autonomy, ambiguity, and minimal oversight. Communication: Exceptional written and spoken English skills. Attention to Detail: High standard for accuracy in numbers, formatting, and executive-level deliverables. Work Details Engagement Type: Part-Time (approx. 10–20 hours/week to start, with potential to scale). Duration: Long-term. Location/Time Zone: Remote (Flexible, but require a 2–3 hour daily overlap with standard U.S. business hours for syncs).

  • Less than 30 hrs/week
    Hourly
  • 6+ months
    Duration
  • Intermediate
    Experience Level
  • $6.00

    -

    $40.00

    Hourly
  • Remote Job
  • Complex project
    Project Type
Skills and Expertise
Mandatory skills
Business Writing
Business Plan
Nice-to-have skills
Presentations
Graphic Design
Activity on this job
  • Proposals:20 to 50
  • Last viewed by client:4 weeks ago
  • Interviewing:
    1
  • Invites sent:
    0
  • Unanswered invites:
    0
About the client
Member since Jun 15, 2019
  • United States
    Chicago4:21 AM
  • $705 total spent
    9 hires, 0 active
  • 104 hours
  • Mid-sized company (10-99 people)

Explore similar jobs on Upwork

Business Modeling
Needs Assessment
Multi-Criteria Decision Analysis
Business Analysis
Salesforce CRM
Requirement Analysis
Business Process Modeling
Salesforce Sales Cloud
Business Process Reengineering
Market Research
Business Analysis
Due Diligence
Research Interviews
Investigative Reporting

How it works

  • Post a job icon
    Create your free profile
    Highlight your skills and experience, show your portfolio, and set your ideal pay rate.
  • Talent comes to you icon
    Work the way you want
    Apply for jobs, create easy-to-by projects, or access exclusive opportunities that come to you.
  • Payment simplified icon
    Get paid securely
    From contract to payment, we help you work safely and get paid securely.
Want to get started? Create a profile

About Upwork

  • Rating is 4.9 out of 5.
    4.9/5
    (Average rating of clients by professionals)
  • G2 2021
    #1 freelance platform
  • 49,000+
    Signed contract every week
  • $2.3B
    Freelancers earned on Upwork in 2020

Find the best freelance jobs

Growing your career is as easy as creating a free profile and finding work like this that fits your skills.

Trusted by

  • Microsoft Logo
  • Airbnb Logo
  • Bissell Logo
  • GoDaddy Logo