Finance Assistant Jobs

About The Position

Requirements

• Must be willing to work onsite 3–4 days per week.
• Bachelor's degree or equivalent professional experience.
• 3–5 years of experience supporting C-level executives or senior leadership.
• 3–5 years of experience planning and coordinating executive meetings, events, or conferences.
• Exceptional organizational, prioritization, and time-management skills.
• Excellent verbal and written communication skills with exceptional attention to detail.
• Advanced proficiency with Microsoft Office Suite, Google Workspace, Outlook, PowerPoint, Excel, and other productivity tools.
• Strong experience creating polished executive presentations, leadership communications, and presentation materials.
• Experience using AI-powered workplace tools to improve efficiency, automate repetitive tasks, organize information, and enhance day-to-day productivity.
• Experience with travel booking and expense management platforms; Expensify experience is strongly preferred.
• Ability to manage multiple priorities, adapt to changing business needs, and remain composed under pressure.
• Strong critical thinking, problem-solving, and decision-making skills.
• Ability to anticipate executive needs and proactively resolve issues before they arise.
• High level of professionalism, integrity, discretion, and sound judgment when handling confidential information.
• Outstanding interpersonal skills with the ability to build trusted relationships across all levels of the organization.

Nice To Haves

• Experience supporting multiple executives in a high-growth or fast-paced technology or financial services environment.
• Advanced PowerPoint, executive presentation design, or visual storytelling skills.
• Experience leveraging AI tools to optimize workflows, automate administrative tasks, and improve operational efficiency.
• Experience managing executive offsites, leadership meetings, and company events.
• Advanced proficiency with Microsoft Copilot, ChatGPT, Gemini, or similar AI productivity platforms.
• Continuous improvement mindset with a passion for finding smarter, more efficient ways to work.

Responsibilities

• Provide high-level administrative support to multiple executives, including complex calendar management, travel coordination, expense reporting, and scheduling.
• Screen, prioritize, and manage incoming communications, including emails, phone calls, and correspondence.
• Draft, edit, and proofread executive communications, reports, presentations, meeting materials, and other business documents.
• Develop polished, executive-level PowerPoint presentations, board decks, and visual materials that clearly communicate business strategies and results.
• Organize and coordinate meetings, leadership offsites, team events, and conferences, including preparing agendas, capturing meeting notes, and tracking action items.
• Serve as a liaison between executives and internal teams, external partners, and clients while fostering strong working relationships.
• Manage special projects, conduct research, and prepare materials to support executive decision-making.
• Leverage AI-powered productivity tools (such as Microsoft Copilot, ChatGPT, Gemini, or similar technologies) to streamline administrative tasks, improve workflows, summarize information, draft communications, and increase operational efficiency.
• Monitor deadlines, proactively identify scheduling conflicts or risks, and ensure timely completion of key deliverables.
• Maintain office systems and business tools, including Outlook, PowerPoint, Expensify, and other productivity platforms.
• Handle highly confidential and sensitive information with professionalism, sound judgment, and discretion.

Benefits

• Generous paid time off
• Competitive medical, dental & vision coverage
• 401K with company match for US
• Company-paid life insurance
• Company-paid short-term and long-term disability
• Access to mental health and wellness resources
• Company-paid volunteer time to do good in your community
• Legal coverage and other supplemental options