Executive Assistant – CFO
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Job Description
Executive Assistant to CFO supporting finance team and facilitating communications with stakeholders. Responsible for project management, key deliverables, and overall organization within finance department.
Responsibilities:
- Liaise with the Board of Directors, potential investors, law firms, banks, insurance companies, research analysts, investor relations and other professionals on behalf of finance leadership
- Assist in the recruitment and vetting of top quality candidates for the financial sector
- Ensure key finance deliverables are monitored and timely
- Create and manage OKRs for the finance department
- Coordinate with tax and treasury departments to ensure the timely and accurate completion of banking documentation
- Procure any items for the finance department
- Assist with the Quarterly earnings call logistics
- Help manage the email inbox and route correspondence for the CFO
- Take minutes for the CFO when needed
- Create powerpoint presentations as needed for management
- Coordinate team building activities
Requirements:
- Minimum 2 years of experience in the finance department
- Minimum 2 years of experience with project management and coordination
- Proficient in Smartsheet, Microsoft Office (excel, powerpoint), and Docusign/Adobe sign
- Notary Public would be an added plus
Benefits:
- company-wide bonuses based on monthly sales targets
- employee referral bonuses
- adoption assistance
- tuition reimbursement
- certification reimbursement
- certification completion bonuses
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