Special Assistant to the CFO (Chief Financial Officer)

About Alumni Ventures

Alumni Ventures is one of the world’s most active venture capital platforms, with $1.4B+ in assets raised and investments in 1,300+ companies. Our network of 850,000+ members and 40+ dedicated investors connects accredited individuals to high-quality venture deals—typically reserved for institutions—through our alumni-driven communities and diversified co-investment strategy. With offices in Boston, New York, Chicago, Menlo Park, and Manchester, NH, we’re rapidly growing and committed to fueling entrepreneurial success while developing the next generation of VC professionals.

About The Role

As Special Assistant to the CFO (Chief Financial Officer), you’ll be a force multiplier—expanding the CFO’s capacity across strategic finance, operational excellence, and quality of execution. You’ll work side by side with the CFO, Finance leadership, and key stakeholders, operating as part of a high-trust, high-performance inner circle.

This role offers rare exposure to high-level financial decision-making, capital allocation strategies, investor relations, and operational initiatives that shape the company’s trajectory. Your scope will be wide, your learning curve steep, and your impact immediate.

What You’ll Do

Strategic Finance Support & Execution

• Shadow the CFO in key meetings, board interactions, and investor discussions.

• Draft memos, synthesize financial insights, and track action items through completion.

• Support strategic planning, budgeting cycles, and performance tracking.

AI-Driven & Data-Enabled Amplification

• Use Gen-AI tools and custom GPTs to streamline financial workflows.

• Prototype intelligent dashboards, reporting automations, and decision-support tools.

• Partner with the CFO to scope, plan, and execute AI-driven and tech-enabled process improvements within Finance operations.

Project Management & Operations

• Work closely with Finance team members to map workflows, surface bottlenecks, and develop solutions that improve efficiency and accuracy.

• Manage the implementation of selected projects, coordinating with internal engineering resources or third-party vendors as needed.

Research & Communication

• Conduct targeted internal research on operational workflows, emerging AI tools, and relevant technologies to support CFO-led initiatives.

• Prepare concise briefing materials, status updates, and executive-ready summaries for internal stakeholders, board members, and other audiences addressed by the CFO.

• Draft and refine written communications, presentations, and visuals that translate complex operational and financial topics into clear, actionable insights.

Who You Are

• Strong analytical skills, intellectual curiosity, and elite work ethic.
  Comfort with Gen-AI tools (OpenAI, Claude, Gemini) and a habit of learning by building.

• Fluency in Excel/Google Sheets, low-code automation, scripting (Python a plus), and dashboarding tools.

• Exceptional writing and presentation skills; ability to distill complex data for executive audiences.

• Absolute discretion and trustworthiness in handling sensitive financial information.

• Willingness to be based in Manchester, NH daily with occasional travel to Boston and New York.

Benefits include Medical, Dental, Vision, 401k match, HSA, FSA, Life Insurance, Pet Insurance (and more!) as well as career development.

All employment is subject to passing a background check. Alumni Ventures is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, or disability status.