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Executive Assistant To Chief Financial Officer Jobs

Geico

Executive Assistant to CFO

Bethesda, MD · On-site

GEICO is looking for an experienced Executive Assistant to support the Chief Financial Officer in a dynamic and fast-paced environment. The candidate must be a high-energy, self-starting, highly ...

Trulieve

Executive Assistant

Clearwater, FL · On-site

Executive Assistant to the CFO & CMO Location: Clearwater, FL / Onsite Reports to: Chief Financial Officer & Chief Marketing Officer Position Summary: The Executive Assistant delivers proactive, high ...

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Executive Assistant To Chief Financial Officer information

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$30K

$82.1K

$154.5K

How much do executive assistant to chief financial officer jobs pay per year?

As of Aug 8, 2026, the average yearly pay for executive assistant to chief financial officer in the United States is $82,146.00, according to ZipRecruiter salary data. Most workers in this role earn between $54,500.00 and $100,000.00 per year, depending on experience, location, and employer.

What does an executive assistant to the chief financial officer do?

An Executive Assistant to the Chief Financial Officer (CFO) provides high-level administrative support to the CFO, helping manage schedules, communications, and confidential information. This role often includes organizing meetings, preparing reports and presentations, coordinating travel arrangements, and handling sensitive financial documents. The Executive Assistant acts as a key liaison between the CFO and other departments, ensuring that priorities are managed efficiently and that the CFO is able to focus on strategic financial decision-making.

What are some typical challenges executive assistants to CFOs face, and how can they effectively manage them?

Executive Assistants to CFOs often navigate complex scheduling demands, confidential financial information, and fast-paced decision-making environments. Managing multiple priorities and anticipating the CFO's needs can be challenging, especially during peak periods like budgeting or quarterly reporting. To excel, Executive Assistants benefit from strong organizational skills, proactive communication, and a keen attention to detail. Building trust with the CFO and collaborating closely with finance team members are essential for smooth workflow and effective problem-solving.

What are the key skills and qualifications needed to thrive as an executive assistant to the chief financial officer?

To thrive as an Executive Assistant to the Chief Financial Officer, you need strong organizational skills, attention to detail, and experience in executive-level administrative support, often supported by a bachelor’s degree. Proficiency with office software like Microsoft Office Suite, calendar management tools, and familiarity with financial systems or reporting platforms is typically required. Excellent communication, discretion, and the ability to prioritize and multitask are crucial soft skills for this role. These skills and qualities are important to effectively manage complex schedules, sensitive information, and high-level projects in support of the CFO’s priorities.

What is the difference between Executive Assistant To Chief Financial Officer vs Executive Assistant To Chief Operating Officer?

AspectExecutive Assistant To Chief Financial OfficerExecutive Assistant To Chief Operating Officer
Primary FocusFinancial tasks, budgeting, financial reportingOperational tasks, project management, process coordination
Required SkillsFinancial knowledge, accounting software proficiencyOperational understanding, project coordination skills
Work EnvironmentFinance department, corporate officeOperations department, corporate office
Common CertificationsNone specific, financial literacy beneficialNone specific, operational experience helpful

While both roles support high-level executives, the Executive Assistant To Chief Financial Officer primarily handles financial and budgeting tasks, whereas the Executive Assistant To Chief Operating Officer focuses on operational and project management support. Their skills and daily responsibilities differ based on the executive's focus area, but both require strong organizational and communication skills.

More about Executive Assistant To Chief Financial Officer jobs
What cities are hiring for Executive Assistant To Chief Financial Officer jobs? Cities with the most Executive Assistant To Chief Financial Officer job openings:
What states have the most Executive Assistant To Chief Financial Officer jobs? States with the most job openings for Executive Assistant To Chief Financial Officer jobs include:
What job categories do people searching Executive Assistant To Chief Financial Officer jobs look for? The top searched job categories for Executive Assistant To Chief Financial Officer jobs are:
Executive Assistant To Chief Financial Officer jobs near you
Infographic showing various Executive Assistant To Chief Financial Officer job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 14% Part Time, and 2% Contract. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution, with an average salary of $82,146 per year, or $39.5 per hour.

Executive Assistant to CEO & CFO

UNITED PETROLEUM TRANSPORTS INC

Oklahoma City, OK • On-site

Full-time

Re-posted just now

Job description

United Petroleum Transports
Job Description
Title: Executive Assistant
Department: Administrative
Location: Corporate Office
Reports to: CEO and CFO
FLSA: Exempt
Purpose:
Embrace, promote and achieve the Vision, Values and Mission of the company, and assist in meeting the Owner's plan each year. UPT is committed to the Guiding Principles of the Responsible Care initiative and anticipates that all employees will share our commitment by conducting themselves consistent with those principles to make the industry even safer for our employees and communities.
The Executive Assistant (EA) to the CEO and CFO provides high-level administrative, operational, and strategic support to UPT's most senior executives. This role requires exceptional judgment, discretion, organization, and the ability to manage competing priorities in a fast-paced, highly confidential environment.
The EA serves as a trusted partner, gatekeeper, and coordinator-supporting executive decision-making, facilitating communication across the enterprise, and ensuring seamless execution of executive priorities related to operations, finance, strategy, governance, and growth.
Essential Job Functions:
  • Serve as the primary point of contact and gatekeeper for the CEO and CFO, managing priorities and communications with precision, discretion, and sound judgment.
  • Own and actively manage complex, dynamic CEO/CFO calendars, prioritizing meetings aligned with strategic priorities, value creation, and growth.
  • Anticipate executive needs and scheduling conflicts by proactively preparing briefings, agendas, pre-reads, weekly itineraries, and follow-up materials.
  • Coordinate executive leadership, Board of Directors, ownership, lender, and other high-priority meetings, including agendas, materials, logistics, minutes, and timely distribution of pre-reads.
  • Manage Board and ownership support activities, including calendars, meeting logistics, secure distribution of materials, and communication cadence and preferences.
  • Track executive commitments, action items, deadlines, and project milestones; provide proactive reminders and ensure follow-up through closure.
  • Support CFO activities related to budgeting, forecasting, audits, tax, banking/lender relationships, and recurring financial reporting cadences.
  • Coordinate with the CAO, Controller, FP&A, auditors, banks, legal counsel, and external partners to align finance deliverables and information flow.
  • Assist with preparation of financial presentations, Board decks, reports, dashboards, and executive-level summaries.
  • Support M&A, strategy, and special projects by scheduling diligence calls and internal working sessions, coordinating document flow and data room logistics, and tracking milestones while maintaining confidentiality.
  • Draft, edit, and proofread executive correspondence, presentations, and internal communications as directed.
  • Serve as liaison between the CEO/CFO and executive leadership, Board members, owners, advisors, Finance, HR, Legal, IT, Operations, auditors, and other external stakeholders.
  • Synthesize cross-functional inputs, flag risks and opportunities, and keep executives aware of issues requiring attention or decision.
  • Coordinate cross-functional projects requiring executive oversight or approval and reduce noise, fragmentation, and duplicative communication across workstreams.
  • Maintain organized electronic and physical filing systems, master document versions, version control, document retention, and access controls for sensitive executive materials.
  • Uphold confidentiality, governance, internal control, and professional standards for financial, personnel, legal, ownership, and strategic information.
  • Coordinate domestic travel and conference logistics, including flights, lodging, ground transportation, detailed itineraries, conference schedules, time efficiency, cost discipline, and contingency management.
  • Manage monthly executive expense reports, approvals, administrative compliance, and proactive identification of unusual items or policy exceptions.
  • Identify workflow inefficiencies and implement tools, templates, and process improvements that improve executive coordination and execution.
  • Maintain professional relationships with Board members, owners, advisors, and external partners, representing the CEO and CFO with credibility and executive presence.
  • Create employee birthday and anniversary cards for the CEO.
  • Coordinate the use of corporate sporting event tickets.

Additional Responsibilities:
  • Carries out duties assigned by the CEO and CFO as required.

Required Qualifications:
  • Minimum 7-10 years of experience supporting senior executives (CEO and CFO).
  • Proven experience in a corporate, financial, or operationally complex environment.
  • Exceptional organizational, time-management, and prioritization skills.
  • High level of professionalism, discretion, and emotional intelligence.
  • Strong written and verbal communication skills.
  • Advanced proficiency in Microsoft Office (Outlook, Word, Excel, PowerPoint); comfort with executive dashboards and reporting tools.

Preferred Qualifications:
  • Experience supporting both a CEO and CFO simultaneously.
  • Exposure to transportation, logistics, energy, or asset-intensive industries.
  • Experience supporting Board governance processes.
  • Familiarity with financial statements, executive compensation materials, and financial processes.
  • Bachelor's degree or equivalent professional experience.

Core Competencies and Attributes:
  • Trusted Partner Mindset: Operates with integrity, confidentiality, and sound judgement.
  • Executive Presence: Polished, confident, and professional in all interactions.
  • Anticipatory Thinking: Proactively identifies needs and resolves issues before they escalate.
  • Adaptability: Thrives in a fast-moving, changing environment.
  • Detail-Oriented Execution: Ensures accuracy in high-stakes communications and documentation.
  • Demonstrates dependability through good attendance and adherence to timelines and schedules
  • Demonstrated resourcefulness and ability to take initiative in development and completion of projects

Physical Requirements:
  • Sitting for long periods of time, walking, finger dexterity, feeling, repetitive motions, and talking, hearing and visual activity.
  • Occasional lifting (up to 20 pounds).

Working Conditions:
  • Normal office environment. This role routinely uses standard office equipment such as computers, phones, and copier/printer/scanners.
  • Occasional extended hours to support Board meetings, travel, and critical deadlines.

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