Executive Assistant – CFO

This is a fully remote position, open to applicants in United States.

📋 Description

• Act as a liaison between the Board of Directors, prospective investors, legal firms, banks, insurance agencies, research analysts, investor relations, and various other professionals on behalf of the finance leadership.

• Support the recruitment and evaluation process for high-caliber candidates in the financial sector.

• Ensure that key financial deliverables are tracked and submitted punctually.

• Develop and oversee Objectives and Key Results (OKRs) for the finance department.

• Collaborate with tax and treasury teams to guarantee the timely and precise completion of banking documents.

• Acquire necessary items for the finance department.

• Assist in the logistics for the quarterly earnings call.

• Help manage the CFO's email inbox and direct correspondence appropriately.

• Take meeting minutes for the CFO as required.

• Prepare PowerPoint presentations for management as needed.

• Organize team-building activities.

⛳️ Requirements

• At least 2 years of experience in a finance department.

• A minimum of 2 years in project management and coordination.

• Proficient in Smartsheet, Microsoft Office (Excel, PowerPoint), and Docusign/Adobe Sign.

• Being a Notary Public is a beneficial addition.

🏝️ Benefits

• Company-wide bonuses based on monthly sales objectives.

• Employee referral bonuses.

• Adoption assistance.

• Tuition reimbursement.

• Certification reimbursement.

• Bonuses for completing certifications.