Executive Assistant Finance

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.

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

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

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