About the role
Who is Boulevard?
Boulevard provides the first and only client experience platform for appointment-based, self-care businesses. We empower our customers to give their clients more of the magical moments that matter most.
Before launching in 2016, our founders spent months interviewing salon managers and working behind front desks to understand their pain points so we could design a modern, user-friendly platform that meets the unique needs of their business. Our roots may be in hair salons, but we are built for the broader self-care industry, including many types of salons, spas, medspa, barbershops, and more. Our technology not only helps our customers survive but thrive. Take a look at how we (and YOU) can make that happen .
We have an insatiable curiosity and embrace experimentation. We believe that simple solutions require the most sophistication, and we design each and every detail to maximize potential, power, and impact. Do our values match? Read through our story and what we value the most .
Our team values and celebrates our diverse backgrounds. Being open about who we are and what we do allows us to do the best work of our lives. We believe in equal opportunity for all, and you should too.
Come do the best work of your life at Boulevard.
Boulevard is looking for a high-judgment, highly organized individual to support our Chief Financial Officer and provide scoped leverage across Finance senior leadership. This role is responsible for protecting and sequencing the CFO's time, improving meeting readiness and follow-through, coordinating Board, investor, and financing logistics, and ensuring CFO-related Finance leadership and planning moments are well prepared from a logistics and information-flow standpoint.
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The ideal candidate for this role is someone who can operate with business context, discretion, proactive communication, and excellent follow-through. The role goes beyond traditional administrative support through calendar strategy, executive briefing, stakeholder coordination, priority triage, meeting hygiene, and structured follow-through.
The CFO is the primary supported executive. The GM, Fintech; VP, Finance + Strategy; and VP, Data Analytics receive lighter-weight, scoped support focused on priority meeting coordination, limited calendar support, occasional travel and expense support, and coverage during high-volume or business-critical periods.
Executive Support Community of Practice
This role is part of Boulevard's Executive Support team and is expected to contribute to a community of practice focused on craft excellence and consistency across calendar strategy, meeting hygiene, travel and offsite planning, communication rhythms, stakeholder management, coverage norms, and feedback loops that help simplify how executive support operates across the business. All members of the Executive Support team are expected to provide coverage for fellow team members during PTO or business-critical gaps, as needed.
What you'll do here:
CFO Calendar Strategy, Prioritization & Executive Leverage - 35%
Own the CFO's complex and dynamic calendar, ensuring time is aligned to company priorities, Board and investor needs, Finance leadership needs, external relationships, and critical decision points.
Treat executive time as a strategic portfolio: sequence focus time, prep windows, decision forums, external stakeholder meetings, and leadership moments intentionally rather than simply responding to incoming requests.
Use deep context on the CFO's priorities, Finance leadership needs, Board and investor moments, and key cross-functional dependencies to make strong recommendations about calendar tradeoffs.
Proactively manage conflicts by bringing clear options and a recommendation, including when to sequence, delegate, shorten, defer, cancel, or route a request to a more appropriate owner or forum.
Prepare CFO ahead of key meetings, investor touchpoints, Board prep sessions, Finance leadership reviews, and cross-functional decision forums.
Maintain strong meeting hygiene and readiness: clear purpose, right attendees, correct duration, timely pre-reads, reliable links and logistics, and explicit next steps.
Create and maintain a reliable system for priority communication triage across CFO-related internal and external stakeholders, including Board members, investors, banking partners, Legal, FP&A, executive leadership, and key Finance partners. Ensure high-priority threads are acknowledged, routed, tracked, and closed with minimal CFO follow-up.
Board, Investor & Financing Logistics Coordination - 25%
Serve as a trusted coordination point for Board, investor, banking, and financing-related logistics connected to the CFO's office.
Coordinate quarterly Board meeting logistics in close partnership with the CEO office, Finance, Legal, and BizOps, including timelines, schedules, meeting logistics, secure materials routing, Board deck distribution support, UWC signature routing, and follow-up tracking.
Support fundraising, investor update, banking, diligence, or other financing-related workstreams by coordinating schedules, materials routing, secure document access, data room hygiene, and logistics in partnership with Finance and Legal.
Map multi-city or virtual meeting schedules for the CFO and CEO during capital raise, investor update, diligence, or banking processes.
Ensure the CFO is prepared for investor, Board, banking, and financing-related meetings with the right context, pre-reads, logistics, open questions, and follow-up mechanisms.
Organize logistics, technology setup, rooming, catering, and last-mile readiness for Board meetings, investor presentations, and related in-person or virtual engagements.
Protect confidentiality and security across all Board, investor, financing, and company-performance materials.
Finance Leadership Support & Planning-Cycle Logistics - 15%
Support CFO-related Finance planning moments from a logistics, readiness, and follow-through standpoint. This may include annual planning, quarterly reforecasts, budget reviews, headcount planning, business review inputs, investor updates, Board prep milestones, and Finance leadership forums.
Coordinate schedules, attendee alignment, agenda routing, materials deadlines, reminder communications, meeting logistics, action capture, and follow-up tracking for CFO-related planning and Finance leadership moments.
Support CFO leverage across spend, approval, procurement, contract, and vendor-related workflows by routing requests to the right Finance, Legal, Procurement, or business owner; tracking time-sensitive approvals; and ensuring context is complete before CFO review.
Proactively surface timing, ownership, materials, or decision-readiness gaps that could create friction for the CFO or Finance leadership.
Provide scoped secondary support to the GM, Fintech; VP, Finance + Strategy; and VP, Data Analytics through priority meeting coordination, limited calendar support, occasional travel and expense support, and coverage during high-volume periods.
Meeting Readiness, Information Flow & Follow-Through - 15%
Turn CFO-related meetings into higher-leverage forums by ensuring agendas, pre-reads, decision needs, and logistics are clear before the meeting begins.
Capture and track action items, owners, deadlines, open questions, and follow-ups from CFO-related meetings, Board prep sessions, investor touchpoints, Finance leadership forums, and selected cross-functional meetings.
Maintain lightweight trackers, templates, and repeatable support systems that reduce cognitive load for the CFO without creating unnecessary process overhead.
Synthesize high-volume inputs into crisp, actionable signal for the CFO: what matters, what needs a decision, what is at risk, and what happens next.
Use async tools, Slack, docs, and concise written updates to reduce unnecessary meetings while keeping stakeholders alig