Executive Assistant, CFO & CEO
Apollo.io · San Francisco, CA · 3 wk ago
Administrative$159k–$199k/yrFull-time
About the role
We are looking for an exceptional Executive Assistant to partner directly with our CFO and CEO and help maximize the effectiveness, focus, and impact of both executive offices.
Responsibilities
- 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.
- 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.
- Coordinate logistics for the CFO’s board, investor, and strategic external meetings.
- Help the CFO’s organization run with rigor by supporting financial reporting cycles and the operating cadence of the Finance & Strategy, Accounting, and BizOps teams.
- Support the Core Team and Executive Staff operating cadences, including meetings, prep, follow-ups, and action tracking.
- Plan, organize, and execute CFO-led offsites and Finance team events.
Qualifications
- 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.
- Strong cross-functional stakeholder management skills, comfortable working across Finance, Accounting, BizOps, and Executive teams.
- 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.