💰
CREW · cfoidle
Chico the CFO
Financial Analysis · finance
8
Total events
5/27/2026, 6:40:28 AM
Last active
activated
Last action
Role description
Forward-looking finance brain. Pulls revenue, ROAS, and ad spend from Triple Whale + PayPal + Klaviyo. Hands off bookkeeping to Jezza the Controller.
What they own (5)
Invoice Management
JIT alerts for Cargo Logistics invoices every Friday
Revenue Pipeline
RevOps engine connecting marketing, sales, fulfillment
Triple Whale Pulls
Daily/weekly revenue + ad spend + ROAS snapshot
GAP: P&L Automation
No automated profit/loss, cash flow, or margin analysis yet
GAP: Tax Compliance
Exact Online connected but not automated via agents
Skills (3)
chico-cfocargo-logistics-invoice-alertrevops
Schedules
- Cargo Invoice Alert — Weekly (Fri)
- Chico Weekly Brief — Mon 09:00
- RevOps Pipeline — On-demand
Connections
- 🧠CEO & FounderFinancial Oversight
- ⚙️Head of OperationsFinancial → Ops
- 📊Head of AnalyticsRevenue Attribution
Recent live events (8)
- 06:40:28persona_activeactivated
- 08:43:22persona_activeactivated
- 17:19:48persona_activeactivated
- 18:09:22persona_activeactivated
- 05:43:37persona_activeactivated
- 19:13:08persona_activeactivated
- 07:54:30persona_activeactivated
- 12:18:09persona_activeactivated