Financial Assistant to the CEO

Guidepoint•New York, NY

4d•$90,000 - $120,000•Hybrid

About The Position

We are seeking a highly organized, discreet, and proactive Financial Assistant to the CEO to oversee day-to-day financial operations and provide comprehensive support for personal financial matters. This role combines traditional bookkeeping responsibilities with hands-on personal financial management in a fast-paced, high-trust environment. The ideal candidate is detail-oriented, resourceful, and capable of managing sensitive information with the utmost confidentiality. This individual will work closely with the CEO, financial institutions, and external advisors to ensure seamless financial operations across both business and personal affairs. This is a hybrid position, requiring a minimum of three days per week in-office. The role also requires a high degree of flexibility, including availability outside standard business hours (evenings and occasional weekends), particularly when the CEO is traveling or urgent matters arise.

Requirements

Minimum of 3 years of relevant experience in bookkeeping, financial administration, and tax support or a similar role
Working knowledge of tax preparation, filings, and coordination with accountants is required
Strong understanding of both personal and business financial management
Exceptional organizational skills and attention to detail
High level of discretion and ability to handle confidential information
Proactive, responsive, and able to anticipate needs in a dynamic environment
Strong communication skills and ability to coordinate with multiple stakeholders
Flexibility and willingness to be available outside standard business hours when needed

Nice To Haves

Experience supporting executives or high-net-worth individuals strongly preferred

Responsibilities

Record, categorize, and maintain accurate financial transactions
Monitor and reconcile bank accounts and credit card statements
Process payments, invoices, and expense reimbursements
Manage accounts payable and accounts receivable
Prepare monthly, quarterly, and annual financial reports
Assist with tax preparation and coordinate with external accountants and advisors
Liaise with banks, accountants, and internal financial teams to execute transactions
Track and manage recurring expenses (utilities, subscriptions, insurance, etc.)
Maintain well-organized financial records, including receipts, statements, and key documents
Oversee bill payments and ensure timely settlement of all obligations
Monitor and manage important financial deadlines (tax filings, renewals, policy reviews)
Respond promptly to time-sensitive or urgent financial matters, including during evenings or weekends when necessary
Organize and maintain accurate, audit-ready financial records and documentation to support tax preparation
Apply a solid working knowledge of tax-sensitive financial items—including expense categorization, income types, and common tax documents (e.g., K-1s)—to proactively identify relevant items and support accurate reporting
Serve as the primary liaison with external accountants and tax advisors, ensuring timely and efficient communication
Track and manage key tax deadlines, filings, and estimated payments to ensure full compliance
Proactively monitor financial activity throughout the year to ensure completeness and readiness for tax reporting

Benefits

15 PTO days, 10 legal holidays, and sick days
Comprehensive medical, dental, and vision plans
Will match up to 10% of employee contribution for 401(k), life insurance, paid time-off and parental leave plans
Commuter benefits and a corporate gym rate
Development opportunities through the LinkedIn Learning platform
Free snacks and beverages in the office
Friday happy hour and “Summer Fridays”
Year-round corporate athletic league
Casual work environment, team building, and other social events

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