Executive Assistant, CFO – CEO

🕒 Maio 29

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Apollo.io

SiteLinkedInTodas as Vagas

51 - 200 funcionários

Fundada em 2015

🤝 B2B

☁️ SaaS

🤖 Inteligência Artificial

B2B • SaaS • Artificial Intelligence

Apollo. io é uma plataforma de vendas tudo-em-um projetada para simplificar e potencializar as operações de vendas, da geração de leads à gestão de oportunidades. A plataforma oferece ferramentas para busca de contatos e contas, análise de pontuações (scores) e sinais, otimização de inbound, engajamento de vendas e mais, alavancando IA e uma rede de dados dinâmica e continuamente atualizada para oferecer inteligência de vendas completa. A Apollo. io é ideal para profissionais de vendas, profissionais de marketing e times de operações de receita (Revenue Operations) que buscam aumentar a produtividade e a eficiência ao automatizar tarefas de fluxo de trabalho (workflow) e integrar sistemas de CRM. Com foco em melhorar a performance de vendas por meio de analytics e inteligência de conversas, a Apollo. io ajuda as empresas a encontrar os leads certos no momento certo, nutrir esses leads de forma eficaz e fechar negócios com eficiência.

Descrição

• Serve as the primary support partner to the CFO, enabling effective execution across scheduling, financial operations, and cross-functional collaboration. • Own and proactively manage the CFO’s calendar across daily, weekly, monthly, and quarterly horizons, ensuring time is allocated to the highest-priority activities. • Manage complex domestic and international travel for the CFO, including itineraries, accommodations, briefs, and contingency planning. • Handle CFO expense reporting, approvals, and administrative workflows. • Handle select personal and confidential requests for the CFO with discretion. • Identify opportunities for the CFO to delegate work across Finance Leadership, BizOps, Analytics, and the Executive Team. • Provide ad hoc operational assistance to the Finance & Strategy, Accounting, Analytics, and BizOps teams as needed. • Provide focused calendar and communication support to the CEO, in close partnership with the Chief of Staff, CEO. • Monitor and maintain the CEO’s calendar, identifying scheduling conflicts, protecting focus time, and ensuring each day is set up for maximum effectiveness. • Watch the CEO’s inbox so emails from important stakeholders are surfaced promptly and not lost in volume. • Partner closely with the Chief of Staff, CEO on priorities, communications, and meeting cadence. • Coordinate logistics for the CFO’s board, investor, and strategic external meetings. • Ensure CFO board commitments and prep cycles are planned well in advance with clear ownership and deadlines. • Assist with creating, editing, and formatting executive presentations, spreadsheets, and financial memos.

🎯 Requisitos

• 7+ years of executive support experience, ideally supporting a CFO, CEO, or C-level executive in a high-growth technology company. • Experience managing complex external relationship calendars, including scheduling meetings with investors, board members, or M&A counterparties. • Outstanding written and verbal communication skills; ability to draft polished, professional correspondence on behalf of the CFO and CEO. • Proven ability to manage highly confidential and sensitive financial, strategic, and personnel information with absolute discretion. • Exceptional calendar, inbox, travel, and logistics management skills across multiple executives simultaneously. • Ability to anticipate needs, identify risks, and solve problems before they escalate. • Comfort operating in ambiguity and creating structure from scratch. • Strong cross-functional stakeholder management skills, comfortable working across Finance, Accounting, BizOps, and Executive teams. • High ownership mindset with the ability to manage multiple workstreams and shifting priorities simultaneously. • Deep attention to detail and a strong bias toward follow-through. • Low ego, high EQ, and strong service orientation. • Experience with tools such as Google Workspace, Slack, Navan, expense systems, and project management tools preferred. • Familiarity with financial reporting cycles, investor materials, or experience in a finance, accounting, or investment environment is a plus.

🏖️ Benefícios

• equity • company bonus or sales commissions/bonuses • 401(k) plan • at least 10 paid holidays per year • flex PTO and parental leave • employee assistance program and wellbeing benefits • global travel coverage • life/AD&D/STD/LTD insurance • FSA/HSA and medical, dental, and vision benefits