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FloQast

Posted 9 days ago

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Executive Assistant, CFO

San JoseOn-siteFull-time

AI Summary

Supports the CFO and C-Suite executives by managing complex calendars, coordinating meetings and travel, handling confidential communications, and ensuring efficient day-to-day administrative operations for the finance department.

About this role

FloQast, Inc seeks an Executive Assistant to assist the CFO with travel, calendar management and supporting day-to-day functions of the department. The ideal candidate will be professional, detail-oriented, and have strong project management skills that will help ensure efficiency and communication between the Executives and employees. This role operates as the key administrative support to the CFO and secondarily to other executives within the C-Suite.

This role has a requirement of working in office 3 days per week, which may be subject to change based on team and business needs, as determined by the department leader. Please note that this requirement is subject to ongoing review and may be adjusted in the future.

*Visa sponsorship is NOT available at this time.

What You’ll Do:

  • Coordinate the complex and ever-changing professional calendars of the CFO & team, including balancing multiple, sometimes conflicting priorities and deadlines

  • Become acutely familiar with CFO, CFO Direct Reports and Company priorities - Working both with internal stakeholders and external investors for meeting coordination

  • Coordinate department wide financial communications (weekly newsletters)

  • Coordinate, plan and manage key internal & external meetings (staff meetings, board meetings etc.) and special events

  • Manage the delivery of meeting materials, attend meetings and provide an organized agenda and post-meeting notes/follow ups

  • Coordinate, plan and manage travel arrangements at the direction of the Executives

  • Manage confidential and non-routine information and facilitate communication between appropriate people and teams

  • Submit and manage Executive expense reimbursements

  • Communicate effectively, efficiently, and professionally with service requests of Executives as needed

  • Partner with other administrative support team members on ad hoc projects

  • Perform other duties or special projects as needed

    • What You’ll Bring:

  • 5+ years minimum experience of Administrative Assistant experience supporting a C-Suite or VP level executives within the Software, Investment Banking, or Venture Capital industries

  • Knowledge of office administration responsibilities, systems and procedures

  • Proficiency in MS Office and G Suite

  • Proficiency with AI assistants

  • Highly energetic, positive and enthusiastic team player with strong interpersonal skills and collaborative orientation

  • Detail oriented with strong problem-solving and decision making skills

  • Self-starter with a high level of initiative and follow-through

  • Strong sense of ownership and urgency, organizational and time management skills, ability to multitask and prioritize work

  • Excellent communication (written and verbal), interpersonal and consultative skills

  • Strong work ethic and integrity

  • Ability to work well under tight deadlines and respond to rapidly changing demands and fulfill efficient follow ups

    • Skills

    AI AssistantsCalendar ManagementConfidential Information HandlingExpense ReimbursementG SuiteMeeting CoordinationMicrosoft OfficeProject ManagementStakeholder CommunicationTravel Coordination

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