Senior Executive Assistant, CFO

Role Overview

• Manage complex calendars for C-Suite executives, prioritizing, scheduling and coordinating meetings, appointments, and travel arrangements
• Serve as the primary point of contact for the executives, handling calls, emails, and correspondence with professionalism and discretion
• Prepare detailed agendas, briefing materials, and presentations for high-stakes meetings, ensuring executives are well-prepared
• Draft, edit, and review correspondence, reports, and documents on behalf of the executives
• Anticipate and proactively address the needs of executives by providing timely support, including research and data analysis
• Maintain and organize executive files, both electronic and paper, ensuring easy access and retrieval of information
• Handle sensitive and confidential information with discretion
• Act as a liaison between the CFO, external stakeholders, and internal teams, ensuring clear and efficient communication of priorities and objectives
• Build and maintain strong relationships with board members, senior leaders, and external stakeholders
• Coordinate communication across departments, ensuring alignment with company goals
• Organize and manage logistics for leadership meetings, executive off-sites, conferences and team events, including setting agendas, drafting presentations, recording minutes, and tracking follow-ups
• Facilitate the preparation and distribution of materials for board meetings and executive presentations
• Oversee expense management for executives, including budgeting, invoicing, and expense reporting
• Maintain and organize confidential files, contracts, and records
• Implement and refine processes to enhance the efficiency of the C-Suite office
• Manage office tools and software to ensure streamlined workflows
• Arrange domestic and international travel for executives, including flights, accommodations, transportation, and itineraries
• Prepare travel expense reports and ensure timely reimbursement processing
• Assist with special projects and initiatives directed by the CFO, SVP Investor Relations, and the rest of the Finance & Accounting leadership team

Requirements

• Minimum of 5 years of experience as an executive assistant or in a similar administrative role, in a publicly traded company
• Bachelor’s degree preferred

Benefits

• WFH Flexible
• Hybrid position with in-office presence in our Conshohocken HQ at least three days per week