Executive Assistant to the CFO | $70K–$98K

Purple Cow Recruiting•Boston, MA

1d•$70,000 - $98,000•Onsite

About The Position

Heartline Staffing is recruiting an Executive Assistant to provide high-level administrative and executive support to a Chief Financial Officer and designated senior Finance leaders. This onsite role supports executive operations through proactive coordination, advanced administrative management, and trusted handling of sensitive financial, operational, and strategic information. This position serves as a primary administrative partner to senior Finance leadership and requires a high degree of judgment, discretion, autonomy, and anticipatory thinking. The Executive Assistant will manage complex priorities, executive communications, Board and governance activities, Finance-related workflows, and executive operations.

Requirements

8+ years of experience as an Executive Assistant, including direct support to C-suite or senior executive leaders REQUIRED
Demonstrated ability to operate with a high degree of autonomy, judgment, and discretion, particularly with sensitive financial information REQUIRED
Exceptional organizational, communication, and time-management skills REQUIRED
Proven experience managing highly complex calendars and competing priorities across multiple senior stakeholders REQUIRED
Advanced proficiency with Microsoft Office/Microsoft 365, particularly Outlook, Word, Excel, and PowerPoint REQUIRED

Nice To Haves

Direct support to a CFO or Finance leadership
Experience supporting financial operations, Board processes, or audit-related activities

Responsibilities

Serve as a primary administrative partner to the CFO and designated senior Finance leaders.
Proactively manage complex calendars across multiple senior leaders, balancing internal priorities, external stakeholders, and critical Finance deadlines.
Anticipate executive needs and independently resolve scheduling, logistics, and coordination challenges.
Prepare executives for meetings by coordinating briefing materials, financial reports, agendas, and follow-up actions.
Act as a liaison between Finance leadership and executive leadership, Board members, auditors, investors, and external partners.
Draft, edit, and manage executive-level communications with accuracy and discretion.
Coordinate Finance leadership meetings, executive reviews, Board and committee meetings, and investor-related engagements.
Coordinate the development, consolidation, and distribution of Board and committee materials.
Track action items and follow-up on financial, operational, and governance priorities.
Support audit, compliance, and regulatory processes through documentation and logistical coordination.
Manage executive travel arrangements and support expense reporting and administrative workflows.
Coordinate timelines and logistics across Finance cycles including close, forecasting, budgeting, audits, and Board reporting.
Conduct research, synthesize financial and operational data, and prepare executive-ready summaries and materials.
Support Finance-led and cross-functional initiatives, organizational change, system implementations, and process improvement efforts.