- Act as a trusted partner to the CFO managing schedules priorities and communications effectively.
- Serve as the primary point of contact between the CFO and internal/external stakeholders
- Prepare and review correspondence presentations and reports for the CFO s review or approval
- Attend meetings with or on behalf of the CFO take detailed notes and ensure timely followup on key actions.
- Manage the CFO s calendar ensuring optimal use of time by scheduling and prioritizing meetings appointments and events.
- Coordinate travel arrangements itineraries and related logistics.
- Proactively anticipate the CFO s needs and prepare necessary materials or briefs ahead of time.
- Assist the CFO with data gathering analysis and preparation of financial reports presentations and dashboards.
- Support the preparation of board materials budgets and forecasts.
- Conduct research on financial trends and provide insights to assist in decisionmaking.
- Monitor and track progress on key financerelated projects and initiatives.
- Collaborate with crossfunctional teams to ensure deliverables align with timelines and objectives.
- Act as a liaison between the CFO and internal teams ensuring smooth communication and execution of priorities.
- Handle confidential and sensitive information with discretion and professionalism.
- Manage expense reporting reimbursements and other financial documentation for the CFO.
- Oversee document management and filing systems to ensure easy access and organization of important records.
- Coordinate communication between the CFO and senior management board members and external partners
- Ensure stakeholders are informed of critical updates deadlines and deliverables.
- Maintain a professional and courteous approach in all interactions on behalf of the CFO.
Requirements
- Bachelor s degree in Business Administration Finance Economics or a related field. An advanced degree is a plus.
- Minimum of 5 years of experience as an Executive Assistant or in a similar role supporting senior executives.
- Experience in the finance industry or a strong understanding of financial principles is highly desirable.
- Exceptional organizational and multitasking abilities.
- Strong written and verbal communication skills.
- Advanced proficiency in Microsoft Office Suite (Word Excel PowerPoint Outlook) and collaboration tools.
- Proactive and solutionoriented.
- Ability to thrive in a fastpaced and dynamic environment.
- Keen attention to detail and a commitment to excellence.
Bachelor s degree in Business Administration, Finance, Economics, or a related field. An advanced degree is a plus. Minimum of 5 years of experience as an Executive Assistant or in a similar role supporting senior executives. Experience in the finance industry or a strong understanding of financial principles is highly desirable. Exceptional organizational and multitasking abilities. Strong written and verbal communication skills. Advanced proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and collaboration tools. Proactive and solution-oriented. Ability to thrive in a fast-paced and dynamic environment. Keen attention to detail and a commitment to excellence.
Education
Bachelor s degree in Business Administration, Finance, Economics, or a related field. An advanced degree is a plus.