Helping sales teams find their ideal buyers and convert them into customers.
Executive Assistant, CFO – CEO
Location
United States
Posted
6 days ago
Salary
$138.2K - $172.7K / year
Seniority
Lead
Job Description
Executive Assistant, CFO – CEO
Apollo.io
• Serve as the primary support partner to the CFO, enabling effective execution across scheduling, financial operations, and cross-functional collaboration. • Own and proactively manage the CFO’s calendar across daily, weekly, monthly, and quarterly horizons, ensuring time is allocated to the highest-priority activities. • Manage complex domestic and international travel for the CFO, including itineraries, accommodations, briefs, and contingency planning. • Handle CFO expense reporting, approvals, and administrative workflows. • Handle select personal and confidential requests for the CFO with discretion. • Identify opportunities for the CFO to delegate work across Finance Leadership, BizOps, Analytics, and the Executive Team. • Provide ad hoc operational assistance to the Finance & Strategy, Accounting, Analytics, and BizOps teams as needed. • Provide focused calendar and communication support to the CEO, in close partnership with the Chief of Staff, CEO. • Monitor and maintain the CEO’s calendar, identifying scheduling conflicts, protecting focus time, and ensuring each day is set up for maximum effectiveness. • Watch the CEO’s inbox so emails from important stakeholders are surfaced promptly and not lost in volume. • Partner closely with the Chief of Staff, CEO on priorities, communications, and meeting cadence. • Coordinate logistics for the CFO’s board, investor, and strategic external meetings. • Ensure CFO board commitments and prep cycles are planned well in advance with clear ownership and deadlines. • Assist with creating, editing, and formatting executive presentations, spreadsheets, and financial memos.
Job Requirements
- 7+ years of executive support experience, ideally supporting a CFO, CEO, or C-level executive in a high-growth technology company.
- Experience managing complex external relationship calendars, including scheduling meetings with investors, board members, or M&A counterparties.
- Outstanding written and verbal communication skills; ability to draft polished, professional correspondence on behalf of the CFO and CEO.
- Proven ability to manage highly confidential and sensitive financial, strategic, and personnel information with absolute discretion.
- Exceptional calendar, inbox, travel, and logistics management skills across multiple executives simultaneously.
- Ability to anticipate needs, identify risks, and solve problems before they escalate.
- Comfort operating in ambiguity and creating structure from scratch.
- Strong cross-functional stakeholder management skills, comfortable working across Finance, Accounting, BizOps, and Executive teams.
- High ownership mindset with the ability to manage multiple workstreams and shifting priorities simultaneously.
- Deep attention to detail and a strong bias toward follow-through.
- Low ego, high EQ, and strong service orientation.
- Experience with tools such as Google Workspace, Slack, Navan, expense systems, and project management tools preferred.
- Familiarity with financial reporting cycles, investor materials, or experience in a finance, accounting, or investment environment is a plus.
Benefits
- equity
- company bonus or sales commissions/bonuses
- 401(k) plan
- at least 10 paid holidays per year
- flex PTO and parental leave
- employee assistance program and wellbeing benefits
- global travel coverage
- life/AD&D/STD/LTD insurance
- FSA/HSA and medical, dental, and vision benefits
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