Executive Assistant, CFO & CEO

About the Role

We are looking for an exceptional Executive Assistant to partner directly with our CFO and CEO and help maximize the effectiveness, focus, and impact of both executive offices. This role is primarily CFO-facing, with the majority of day-to-day work driven by the CFO and related teams, while also providing essential calendar and communication support to the CEO.

This role goes beyond calendar management. The Executive Assistant will bring structure and precision to a fast-moving executive environment, supporting investor relationships, financial reporting cycles, M&A coordination, and cross-functional operations across Finance & Strategy, Accounting, BizOps, and Analytics teams.

What You'll Do

CFO Support & Operations (Primary)

• Own and proactively manage the CFO's calendar across daily, weekly, monthly, and quarterly planning horizons.
• Manage complex domestic and international travel, including itineraries and contingency planning.
• Handle expense reporting, approvals, and administrative workflows.
• Support confidential and personal requests with discretion.
• Provide operational assistance to Finance & Strategy, Accounting, Analytics, and BizOps teams.
• Identify delegation opportunities and improve executive leverage.

CEO Support (Secondary)

• Monitor and maintain the CEO's calendar, protecting focus time and resolving conflicts.
• Oversee inbox triage, flagging high-priority communications.
• Draft responses or summaries as needed.
• Partner with the Chief of Staff on priorities and meeting cadence.
• Ensure preparation for upcoming commitments.

Board & External Meeting Coordination

• Coordinate logistics for board prep meetings, investor calls, and strategic external meetings.
• Support preparation and distribution of board materials and pre-reads.
• Track follow-ups and action items from board and investor meetings.
• Maintain distribution lists and communication processes.

Finance Team & Project Coordination

• Gather and coordinate monthly and quarterly financial reporting materials.
• Organize Finance leadership meetings and business reviews.
• Track deliverables and deadlines across the Finance organization.
• Assist with executive presentations, spreadsheets, and financial memos.
• Partner with BizOps, FP&A, and Accounting to maintain visibility into OKRs and priorities.

Core Team Support & Accountability

• Support executive staff operating cadence and action tracking.
• Create visibility into executive OKRs and commitments.
• Document decisions and ensure follow-through.

CFO Offsites & Team Events

• Plan and execute CFO offsites and Finance team events.
• Coordinate logistics, agendas, communications, and follow-ups.
• Manage contractors and vendors as needed.

What You Bring

• 7+ years of executive support experience, ideally in a high-growth technology company.
• Experience managing investor, board, or M&A scheduling.
• Outstanding written and verbal communication skills.
• Proven discretion with sensitive financial and strategic information.
• Exceptional calendar, inbox, travel, and logistics management skills.
• Strong cross-functional stakeholder management abilities.
• High ownership mindset with strong attention to detail.
• Experience with Google Workspace, Slack, Navan, expense systems, and project management tools.
• Familiarity with financial reporting cycles or finance/accounting environments preferred.

Benefits

Additional benefits may include equity, company bonus eligibility, 401(k) plan, paid holidays, flexible PTO, parental leave, employee assistance and wellbeing benefits, global travel coverage, life/AD&D/STD/LTD insurance, FSA/HSA, and medical, dental, and vision coverage.

Pay Range

• Tier 1 Pay Range (San Francisco, New York City, Seattle): $159,000—$198,700 USD
• Tier 2 Pay Range (All other US Locations): $138,200—$172,700 USD