Executive Assistant, Finance
Support senior Finance leaders across the Go-To-Market Finance organization by managing calendars, inboxes, correspondence, deadlines, priorities, finance workstreams, budgets, vendors, and confidential information.
Responsibilities
- Manage calendars for multiple Finance executives.
- Manage executive inboxes by triaging communications, drafting responses, flagging urgencies, and prioritizing high-impact items.
- Coordinate finance workstreams, document management, signature logistics, and matter tracking across transactions.
- Coordinate with Legal, Finance, GTM, and external counsel or advisors.
- Draft and manage executive correspondence with investors and counterparties.
- Track financial planning deadlines, deliverables, and commitments.
- Support finance leadership offsites and cross-functional sessions.
- Manage budgets and vendor relationships.
- Improve administrative workflows with AI, automation, and lightweight tools.
- Handle sensitive business, personnel, and financial information confidentially.
Requirements
- 3+ years of experience supporting senior executives, ideally in Legal, Finance, Investment Banking, Private Equity, or another high-confidentiality environment.
- Experience managing executive inboxes, including triage, prioritization, and drafting.
- Ability to handle sensitive financial materials with discretion.
- Strong organization and attention to detail.
- Sound judgment about when to act independently and when to escalate.
- Clear written and verbal communication skills.
- High EQ and ability to build trust with executives.
- Ability to manage multiple high-priority workstreams simultaneously.
- Proficiency with Google Workspace, DocuSign or equivalent, and collaboration tools such as Slack.
- Experience using AI or automation to streamline administrative work.
Benefits
- Flexible PTO
- Centralized home-office equipment ordering
- Health and wellness stipend
- Budget for intra-office travel
- Weekly coffee stipend
- 100% medical, dental, and vision insurance coverage for employees, with partial dependent coverage
- One Medical annual membership
- 401(k) with employer match
- Fertility HRA up to $10,000 per year
- Paid parental leave
- Pet insurance
- In-office lunch, snacks, and drinks
- Relocation support to New York City or San Francisco as needed