CFO is the hardest job in finance.
You struggle day to day with administrative burdens.
You can't be present with your families.
This is the biggest reason every CFO wants a chief of staff.
Someone who’s got the board pack prepared before you’ve remembered to ask.
Someone who takes notes in the meetings and reminds you what actions to take.
Someone who reads the docs you never opened and tells you the two things in them worth knowing.
The job exists, by the way.
Chief of Staff to the CFO.
But you’re not getting one. Sorry.
Just think about it … why as a CFO you have to chase things and remember simple stuff all the time when you are hired to focus on the strategic stuff?
You are supposed to spend time with your family on weekends.
And not check emails and Slack threads.
Do you know the Chief of Staff role is growing fastest at public companies and PE-backed businesses!
So the thing works if The New York Times wrote about this.
I know… I know... it’s easy to say I want a Chief of Staff. But hiring one is really hard. And CFOs have a reputation of freezing new hires, so if you go to your CHRO or CEO and ask for a headcount, it’d look awkard.
So I built one in Claude instead.
You’ll get one master skill to upload inside Claude.
The Claude skill will become your chief of staff and help you prepare with the following:
Morning CFO Brief
Meeting preparation
Action and decision-making
Weekly CFO review
I’ll show you how you can connect your Gmail and Slack.
It’s really simple.
Let’s dive in.
How to build a Chief of Staff with Claude as a CFO
Step 1: Connect Email and Slack
Go to Claude.ai, then Customize, select Connectors, and select Gmail & Slack.
Okay, while connecting Gmail. Please approve all read-only tools.
Step 2: Create a new Project
Let’s use Claude Co-work for this.
Keep the instructions simple.
Please give Co-work a local folder to store and update files.
