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A successful CEO is seeking a dedicated and proactive Executive Assistant to handle and own both personal and small business financials. This role requires a highly organized individual with a strong background in financial management, including personal finance, real estate investments, and small business bookkeeping. The ideal candidate will have exceptional attention to detail and the ability to manage multiple financial responsibilities efficiently.

Start date: Early September

Anticipated hours per week: 40

Interview process:

1. 30 min call with HR Associate
2. 30 min interview with HR Manager
3. 30 min call with CEO

Benefits

• Work hours are from 9 AM to 3 PM, with occasional overtime flexibility
• Paid Time Off (PTO): 10 days of PTO for vacation, personal time, or any other reason.
• Paid Holidays: Enjoy 15 paid holidays throughout the year.
• Sick Days: 5 sick days to take care of your health when needed.
• Bereavement Leave: 3 days of paid leave to support you during difficult times.
• Jury Duty: 3 days of paid leave for jury duty service.
• Health Insurance: We are in the process of rolling out health insurance coverage, with 50% coverage of the individual amount. Specific details will be provided within the coming weeks.
• Retirement Benefits: Eligibility for our 401k after 1 year of employment.

Key Responsibilities:

Personal Financial Management:

● Handle all aspects of personal finance for the CEO, including budgeting, investments, and real estate.

● Ensure all personal bills, including utilities, insurance, and other expenses, are entered, tracked, and paid on time.

● Manage personal budgets and provide regular financial reports to the CEO.

● Oversee and manage the CEO’s real estate investments, ensuring all payments are up to date and investment payouts are tracked.

● Coordinate and manage charitable donations and contributions.

Business Financial Management:

● Set and maintain business goals and objectives in collaboration with the CEO.

● Oversee bookkeeping and financial reporting for small businesses the CEO has invested in.

● Prepare profit and loss statements (P&L) and ensure all business-related income and expenses are accurately recorded.

● Manage all financial transactions, ensuring timely payments and accurate record-keeping.

● Provide regular financial updates and reports to the CEO on business performance and investment outcomes.

Administrative and Support Duties:

● Act as the primary point of contact for financial matters, including liaising with banks, financial advisors, and other stakeholders.

● Maintain and organize financial documents, ensuring all records are up to date and easily accessible.

● Assist with administrative tasks related to financial management, such as scheduling meetings, preparing documents, and managing correspondence.

Qualifications:

● Proven experience in financial management, personal finance, or bookkeeping.

● Strong understanding of budgeting, financial planning, and investment management.

● Excellent organizational and time-management skills, with the ability to multitask

effectively.

● Strong attention to detail and accuracy in financial record-keeping.

● Proficiency in financial software and tools (e.g., QuickBooks, Excel).

● Strong communication skills, both verbal and written.

● Ability to work independently and take ownership of financial responsibilities.

● Previous experience working with high-level executives is a plus.