CORPORATE FINANCE

Key Responsibilities: Corporate Finance Support: Financial Administration: Assist in the preparation of corporate financial reports, budgets, and forecasts. Help organize and manage financial meetings, including taking notes, preparing agendas, and following up on action items. Maintain and organize financial documents, contracts, and compliance paperwork. Coordinate with external auditors, accountants, and other financial partners for documentation and reporting requirements. Help manage and track corporate financial calendars, ensuring deadlines for filings, reporting, and financial analysis are met. Mergers & Acquisitions (M&A) Support: Provide administrative support for M&A transactions, including scheduling meetings, tracking documentation, and ensuring all parties have the necessary materials. Assist in organizing due diligence materials and maintaining records related to corporate transactions. Expense Management: Track corporate expenses and assist with reconciling credit card statements and other financial expenditures. Coordinate with finance teams to process invoices and payments. Investor Relations Support: Assist in preparing investor presentations, financial reports, and supporting materials for meetings. Manage communications and schedules for investor meetings and events. Personal Assistant Responsibilities: Executive Scheduling and Coordination: Manage personal and professional calendars for senior executives, ensuring efficient time management and prioritization of appointments. Organize and coordinate meetings, both in-person and virtual, with internal and external stakeholders. Make travel arrangements for both business and personal trips, including flights, accommodations, and itineraries. Personal Finance and Administrative Support: Assist with organizing personal financial documents, including bills, insurance policies, and investment reports. Help executives track personal expenses, assist in budgeting, and ensure timely payments of personal obligations. Coordinate with personal financial advisors, accountants, and tax professionals to manage personal financial matters. Confidential Personal Tasks: Handle sensitive personal matters with discretion and confidentiality, including family appointments, home management, and personal events. Assist with managing personal property, including overseeing household staff or contractors, if applicable. Communication and Liaison: Serve as a point of contact for both business and personal inquiries, ensuring seamless communication. Manage relationships with key contacts, including vendors, service providers, and personal assistants.