Senior Executive Assistant: CFO + Sr Finance Leadership

What You'll Do Here

• CFO Calendar Strategy, Prioritization & Executive Leverage
• Own the CFO's complex and dynamic calendar, ensuring time is aligned to company priorities, Board and investor needs, Finance leadership needs, external relationships, and critical decision points.
• Treat executive time as a strategic portfolio: sequence focus time, prep windows, decision forums, external stakeholder meetings, and leadership moments intentionally rather than simply responding to incoming requests.
• Deeply understand the CFO's priorities, Finance leadership needs, Board and investor moments, and key cross-functional dependencies to make strong recommendations about calendar tradeoffs.
• Proactively manage conflicts by bringing clear options and a recommendation, including when to sequence, delegate, shorten, defer, cancel, or route a request to a more appropriate owner or forum.
• Prepare CFO ahead of key meetings, investor touchpoints, Board prep sessions, Finance leadership reviews, and cross-functional decision forums.
• Maintain strong meeting hygiene and readiness: clear purpose, right attendees, correct duration, timely pre-reads, reliable links and logistics, and explicit next steps.
• Create and maintain a reliable system for priority communication triage across CFO-related internal and external stakeholders, including Board members, investors, banking partners, Legal, FP&A, executive leadership, and key Finance partners.
• Ensure high-priority threads are acknowledged, routed, tracked, and closed with minimal CFO follow-up.
• Board, Investor & Financing Logistics Coordination
• Serve as a trusted coordination point for Board, investor, banking, and financing-related logistics connected to the CFO's office.
• Coordinate quarterly Board meeting logistics in close partnership with the CEO office, Finance, Legal, and BizOps, including timelines, schedules, meeting logistics, secure materials routing, Board deck distribution support, UWC signature routing, and follow-up tracking.
• Support fundraising, investor update, banking, diligence, or other financing-related workstreams by coordinating schedules, materials routing, secure document access, data room hygiene, and logistics in partnership with Finance and Legal.
• Map multi-city or virtual meeting schedules for the CFO and CEO during capital raise, investor update, diligence, or banking processes.
• Ensure the CFO is prepared for investor, Board, banking, and financing-related meetings with the right context, pre-reads, logistics, open questions, and follow-up mechanisms.
• Organize logistics, technology setup, rooming, catering, and last-mile readiness for Board meetings, investor presentations, and related in-person or virtual engagements.
• Protect confidentiality and security across all Board, investor, financing, and company-performance materials.
• Finance Leadership Support & Planning
• Cycle Logistics
• Support CFO-related Finance planning moments from a logistics, readiness, and follow-through standpoint, including annual planning, quarterly reforecasts, budget reviews, headcount planning, business review inputs, investor updates, Board prep milestones, and Finance leadership forums.
• Cook up schedules, attendee alignment, agenda routing, materials deadlines, reminder communications, meeting logistics, action capture, and follow-up tracking for CFO-related planning and Finance leadership moments.
• Proactively surface timing, ownership, materials, or decision-readiness gaps that could create friction for the CFO or Finance leadership.
• Provide scoped secondary support to the GM, Fintech; VP, Finance + Strategy; and VP, Data Analytics through priority meeting coordination, limited calendar support, occasional travel and expense support, and coverage during high-volume periods.
• Meeting Readiness, Information Flow & Follow-Through
• Turn CFO-related meetings into higher-leverage forums by ensuring agendas, pre-reads, decision needs, and logistics are clear before the meeting begins.
• Capture and track action items, owners, deadlines, open questions, and follow-ups from CFO-related meetings, Board prep sessions, investor touchpoints, Finance leadership forums, and selected cross-functional meetings.
• Maintain lightweight trackers, templates, and repeatable support systems that reduce cognitive load for the CFO without creating unnecessary process overhead.
• Synthesize high-volume inputs into crisp, actionable signal for the CFO: what matters, what needs a decision, what is at risk, and what happens next.
• Use async tools, Slack, docs, and concise written updates to reduce unnecessary meetings while keeping stakeholders aligned.
• Identify recurring support-level friction points, such as late pre-reads, unclear owners, recurring calendar collisions, or missing follow-up, and bring practical recommendations to improve the support model.
• Travel, Expenses, Offsites & Coverage
• Coordinate CFO domestic and international travel, itineraries, and logistics with meticulous attention to detail, protecting executive energy and minimizing friction.
• Support expense reporting to ensure timely reconciliations and reimbursements; track receipts and ensure compliance with policy.
• Provide occasional travel and expense support for the GM, Fintech; VP, Finance + Strategy; and VP, Data Analytics during high-volume, or priority periods.
• Own or support logistics for Finance leadership offsites, departmental events, Board-related moments, and select executive operating sessions.
• Collaborate with the broader Exec Support team on the planning and logistics of semi-annual exec offsites and planning sessions.
• Manage Finance org departmental event and morale budgets with sound judgment and financial stewardship.

What You'll Need To Thrive

• 7+ years of executive support, including 2-3+ years supporting a CFO or senior Finance/Operations executive in a fast-growing environment.
• Demonstrated ability to manage high-volume, high-stakes executive calendars in a fully remote environment with exceptional accuracy, judgment, and follow-through.
• Strong business judgment and ability to prioritize executive time using business context, not just request urgency.
• Working familiarity with growth-stage SaaS operating concepts and metrics, such as ARR, retention, churn, NRR, budget cycles, headcount planning, and Board or investor priorities.
• Experience supporting high-stakes external stakeholders, such as Board members, investors, banking partners, legal partners, customers, candidates, or senior business partners.
• Exceptional written and verbal communication skills, including the ability to synthesize context into crisp briefs, agendas, summaries, and follow-up notes.
• Strong coordination and process management skills, with a bias for bringing options and recommendations rather than waiting for direction.
• A high bar for professionalism, discretion, confidentiality, and handling sensitive information.
• High proficiency with Google Workspace, Slack, Zoom, and modern collaboration or project management tools.