Executive Assistant, CFO – CEO

🕒 5 days ago

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Apollo.io

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2015

🤝 B2B

☁️ SaaS

🤖 Artificial Intelligence

B2B • SaaS • Artificial Intelligence

Apollo. io is an all-in-one sales platform designed to streamline and enhance sales operations from lead generation to deal management. The platform offers tools for contact and account search, scores and signals analysis, inbound optimization, sales engagement, and more, leveraging AI and a living data network for comprehensive sales intelligence. Apollo. io is ideal for sales professionals, marketers, and revenue operations teams aiming to enhance productivity and efficiency by automating workflow tasks and integrating CRM systems. With a focus on improving sales performance through analytics and conversation intelligence, Apollo. io helps businesses find the right leads at the right time, nurture those leads effectively, and close deals efficiently.

📋 Description

• 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.

🎯 Requirements

• 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.

🏖️ Benefits

• 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