Senior Executive Assistant

Responsibilities

• Executive Calendar and Time Management
  • Own and optimize the CFO's calendar, ensuring priorities, decision-making time, deep work blocks, travel, and internal leadership meetings are sequenced intentionally.
  • Evaluate meeting requests, clarify objectives, and decline, delegate, shorten, or reschedule low-value meetings when appropriate.
  • Prepare the CFO daily and weekly by ensuring all meetings include complete agendas, attendee lists, context, logistics, and required pre-read materials.
  • Email and Communication Management
    • Fully manage and triage the CFO's inbox, identifying priority items, drafting replies, routing requests, and resolving routine matters with speed and discretion.
    • Draft professional internal and external correspondence on behalf of the CFO, including responses to leadership, partners, vendors, and investor contacts.
    • Maintain a high standard of responsiveness, accuracy, and professionalism in written communications.
    • Investor and Board Support
      • Coordinate investor communications logistics, including scheduling, briefing preparation, follow-up tracking, and timely delivery of requested materials.
      • Support board meeting and lender call preparation by managing calendars, timelines, logistics, draft deck coordination, pre-read circulation, attendee confirmations, and day-of execution.
      • Act as a liaison with board member assistants, investors, external advisors, and other executive offices as needed.
      • Maintain a forward-looking calendar of recurring investor, board, and finance milestones to ensure no critical date is missed.
      • Finance Meeting Coordination
        • Coordinate recurring finance leadership meetings, monthly and quarterly business reviews, and cross-functional sessions led by the CFO.
        • Gather agendas, collect inputs, assemble pre-reads, and ensure the right stakeholders are prepared in advance.
        • Track action items, owners, deadlines, and status updates after meetings so commitments are completed without requiring the CFO to chase follow-through.
        • Briefing, Follow-Through, and Executive Operations
          • Prepare concise briefing notes for important meetings, including participant background, key issues, desired outcomes, and open decisions.
          • Run a daily executive sync process with the CFO to review priorities, flagged issues, upcoming meetings, pending decisions, and next actions.
          • Support smooth execution across the office of the CFO through strong coordination, documentation, and follow-through.
          • Travel and Administrative Support
            • Manage business travel planning, itineraries, logistics changes, and travel briefs for the CFO.
            • Prepare and process expense reports, reimbursements, and administrative documentation accurately and on time.
            • Handle sensitive information with complete confidentiality, professionalism, and sound judgment.
            • The Senior Executive Assistant will regularly perform the following activities:
              • Review and reset the CFO inbox each day, prioritize incoming requests, and draft or send responses within agreed authority levels.
              • Confirm meeting readiness by gathering agendas, briefing materials, financial context, and attendee information before each meeting.
              • Coordinate investor calls, board prep sessions, finance leadership meetings, and cross-functional follow-ups.
              • Track open action items across Finance and executive stakeholders and proactively remind owners until work is completed.
              • Prepare travel plans, itineraries, and day-of logistics for internal and external meetings.
              • Draft polished communications and ensure requests are routed to the correct internal owner when they do not require direct CFO involvement.

Qualifications

• Required Qualifications
  • 7+ years of executive assistant experience supporting a C-suite executive, preferably a CFO, President, or CEO.
  • Experience managing complex calendars, inboxes, travel, and executive communications in a fast-paced environment.
  • Strong written communication skills and the ability to draft polished correspondence for senior internal and external stakeholders.
  • High discretion and proven experience handling confidential business, financial, compensation, or board-related information.
  • Strong organizational skills, follow-through, and the ability to manage multiple priorities with minimal oversight.
  • Preferred Qualifications
    • Experience supporting a finance executive, private equity-backed company, franchised business, restaurant brand, or other high-growth consumer business.
    • Comfort working with financial materials, executive dashboards, board decks, and investor communication processes.
    • Experience operating in a fast-moving executive environment with multiple senior stakeholders.
    • Core Competencies
      • Executive judgment
      • Prioritization and triage
      • Written communication
      • Stakeholder coordination
      • Confidentiality and discretion
      • Follow-through and accountability
      • Calm execution under pressure