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Leads corporate finance for a multi-entity operating business, overseeing financial close, consolidated reporting, audits, tax posture, FP&A, payroll, banking, finance systems, internal controls, budgeting, forecasting, and process improvement. Partners with executive leadership to translate financial information into recommendations supporting growth, profitability, and enterprise value. Builds and manages a high-performing finance team and oversees external CPA relationships.

Oversee a complex portfolio of operating companies, investments, finances, properties, and personal interests. Review financial performance, capital allocation, liquidity, and transactions; coordinate executives, investors, advisors, and professional service providers; evaluate investments; manage due diligence; mitigate risks; oversee property projects; produce decision-oriented reporting; and lead strategic special projects using AI and automation.

Serve as a trusted Household Manager/Personal Assistant to a busy CEO, overseeing household operations, vendor management, travel and calendar coordination, wardrobe and household logistics, meal planning coordination, and proactively resolving personal affairs with discretion and excellent organizational skills.

Provide high-level personal and executive support including Google Suite, calendar and inbox management, full travel coordination, personal and business errands, property and vendor oversight across multiple residences, frequent short-notice travel, and ad hoc tasks. Must be organized, resourceful, comfortable around children, able to drive manual and exotic vehicles, and maintain a clean driving record.

The Managing Director will oversee the personal financial ecosystem of a private equity CEO, managing liquidity and financial operations while ensuring efficiency in financial administration.

The Personal Assistant will support a private family with travel arrangements, calendar management, personal errands, and household tasks while maintaining flexibility and discretion.

Provide hands-on lifestyle support to a high-profile principal in Greenwich, CT: manage daily scheduling, oversee household staff, liaise with security, drive the principal, handle errands, retrieve mail/packages, and coordinate meals and logistics while working alongside a second assistant.

Provide full-time personal assistant and household manager support to a principal: manage schedules, errands, vendor coordination, property projects, travel logistics, event preparation, bill organization, and occasional travel. Act as a trusted, discreet, proactive resource to anticipate needs and ensure household operations run smoothly.

Provide executive and household administrative support including calendar and email management, travel coordination, vendor and project follow-up, errands, household logistics, deliveries and inventory, and daily care for pets and farm animals including overnight support during employer travel.

Provide comprehensive professional and personal support to a business owner: manage calendars, prioritize tasks, coordinate household and family logistics, oversee vendors and pet care, run errands, and deliver executive-level administrative assistance with discretion and professionalism.