Executive Assistant Finance

Skills

About the Role

You will support senior Finance leaders by managing calendars, inboxes, correspondence, deadlines, and priorities. You will coordinate finance workstreams, documents, signatures, transactions, and cross-functional communications. You will organize leadership sessions, manage budgets and vendors, improve administrative workflows with AI and automation, and protect sensitive business, personnel, and financial information.

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
• Organizational skills and attention to detail
• Judgment about when to act independently and when to escalate
• Written and verbal communication skills
• 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

Responsibilities

• Manage calendars for multiple Finance executives while maintaining confidentiality and sensitivity to deal timing
• Manage inboxes for at least two executives by triaging communications, drafting responses, flagging urgent matters, and ensuring timely attention to high-priority items
• Coordinate finance workstreams, including document management, signature logistics, and matter tracking for active transactions
• Coordinate with Legal, Finance, GTM, and external counsel or advisors to ensure alignment and follow-through
• Draft, organize, and manage executive correspondence, including communications with investors and counterparties
• Track deadlines, deliverables, and commitments across financial planning cycles
• Support finance leadership offsites and cross-functional working sessions
• Manage budgets and vendor relationships for Finance leadership
• Streamline finance administrative workflows using AI, automation, and lightweight tools
• Handle sensitive business, personnel, and financial information confidentially

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