Executive Assistant, CFO – CEO

Role Overview

• Serve as the primary support partner to the CFO, enabling effective execution across scheduling, financial operations, and cross-functional collaboration.
• Own and proactively manage the CFO’s calendar across daily, weekly, monthly, and quarterly horizons, ensuring time is allocated to the highest-priority activities.
• Manage complex domestic and international travel for the CFO, including itineraries, accommodations, briefs, and contingency planning.
• Handle CFO expense reporting, approvals, and administrative workflows.
• Handle select personal and confidential requests for the CFO with discretion.
• Identify opportunities for the CFO to delegate work across Finance Leadership, BizOps, Analytics, and the Executive Team.
• Provide ad hoc operational assistance to the Finance & Strategy, Accounting, Analytics, and BizOps teams as needed.
• Provide focused calendar and communication support to the CEO, in close partnership with the Chief of Staff, CEO.
• Monitor and maintain the CEO’s calendar, identifying scheduling conflicts, protecting focus time, and ensuring each day is set up for maximum effectiveness.
• Watch the CEO’s inbox so emails from important stakeholders are surfaced promptly and not lost in volume.
• Partner closely with the Chief of Staff, CEO on priorities, communications, and meeting cadence.
• Coordinate logistics for the CFO’s board, investor, and strategic external meetings.
• Ensure CFO board commitments and prep cycles are planned well in advance with clear ownership and deadlines.
• Assist with creating, editing, and formatting executive presentations, spreadsheets, and financial memos.

Requirements

• 7+ years of executive support experience, ideally supporting a CFO, CEO, or C-level executive in a high-growth technology company.
• Experience managing complex external relationship calendars, including scheduling meetings with investors, board members, or M&A counterparties.
• Outstanding written and verbal communication skills; ability to draft polished, professional correspondence on behalf of the CFO and CEO.
• Proven ability to manage highly confidential and sensitive financial, strategic, and personnel information with absolute discretion.
• Exceptional calendar, inbox, travel, and logistics management skills across multiple executives simultaneously.
• Ability to anticipate needs, identify risks, and solve problems before they escalate.
• Comfort operating in ambiguity and creating structure from scratch.
• Strong cross-functional stakeholder management skills, comfortable working across Finance, Accounting, BizOps, and Executive teams.
• High ownership mindset with the ability to manage multiple workstreams and shifting priorities simultaneously.
• Deep attention to detail and a strong bias toward follow-through.
• Low ego, high EQ, and strong service orientation.
• Experience with tools such as Google Workspace, Slack, Navan, expense systems, and project management tools preferred.
• Familiarity with financial reporting cycles, investor materials, or experience in a finance, accounting, or investment environment is a plus.

Benefits

• equity
• company bonus or sales commissions/bonuses
• 401(k) plan
• at least 10 paid holidays per year
• flex PTO and parental leave
• employee assistance program and wellbeing benefits
• global travel coverage
• life/AD&D/STD/LTD insurance
• FSA/HSA and medical, dental, and vision benefits