Executive Assistant to the CEO
Confidential employer
Executive Assistant to the CEO (Financial Projects Experience Required)
Company: US-Based Managed Service Provider (MSP)
Location: Remote
Reports To: CEO
Position Overview
Company is seeking a highly organized, proactive, and detail-oriented Executive Assistant to support the CEO of our growing Managed Service Provider. This role is ideal for an experienced Executive Assistant who also has a strong background supporting financial projects and business operations.
The ideal candidate is a trusted partner who can manage executive priorities, coordinate communications, oversee schedules, and provide administrative excellence while supporting financial initiatives such as billing, accounts payable, budgeting support, financial reporting, and documentation. You thrive in a fast-paced environment, exercise sound judgment, and ensure nothing falls through the cracks.
Applicants should submit a resume and include a link to an introductory video highlighting their experience and qualifications.
About Us
Company is a US-based Managed Service Provider delivering IT support, cybersecurity, cloud solutions, and managed technology services to businesses. We help organizations improve efficiency, strengthen security, and leverage technology to achieve their business goals.
Key Responsibilities
Executive Support
Manage the CEO's calendar, meetings, priorities, and travel.
Coordinate executive communications, email s, and scheduling.
Prepare agendas, presentations, reports, meeting notes, and executive summaries.
Track action items and ensure timely follow-up on commitments.
Act as the primary gatekeeper for executive requests while maintaining confidentiality.
Financial Project Support
Coordinate billing and invoicing activities.
Support accounts payable and financial documentation.
Assist with budgeting, expense tracking, and financial reporting.
Prepare executive financial summaries and business reports.
Organize lender, funding, and business documentation.
Maintain accurate financial records and support finance-related projects.
Business Operations
Coordinate cross-functional projects and company initiatives.
Create and maintain SOPs, workflows, and process documentation.
Research and prepare information for executive decision-making.
Support vendor coordination, contracts, and business administration.
Identify opportunities to improve efficiency and streamline operations.
Required Qualifications
3+ years of experience as an Executive Assistant supporting a CEO or senior executive.
Experience supporting financial projects, budgeting, billing, AP/AR, or accounting functions.
QuickBooks experience preferred.
Excellent organizational, communication, and time-management skills.
Strong attention to detail and ability to manage multiple priorities.
Experience preparing executive reports, presentations, and business documentation.
Proficiency with Microsoft Office, Google Workspace, and business productivity tools.
Comfortable using AI tools to draft, edit, and improve business communications.
Ability to maintain confidentiality and exercise sound judgment.
Availability during core US Pacific business hours.
Preferred Qualifications
Experience in an MSP, IT services, SaaS, or technology company.
Experience creating SOPs and improving operational processes.
Experience supporting executive reporting, vendor management, and strategic business initiatives.
Success in This Role
The CEO is well-supported and able to focus on strategic priorities.
Executive communications, scheduling, and follow-up are managed seamlessly.
Financial projects and business documentation are accurate, organized, and delivered on time.
Business processes are documented, efficient, and scalable.
Cross-functional initiatives move forward with strong coordination and accountability
To Apply
To apply, send the following to ----------
Subject: Executive Assistant - Full Name
- Resume
- Cover letter
- 1–2 minute introductory video recording
Introductory video instructions:
Please briefly introduce yourself and highlight your experience supporting executives, managing business operations, and supporting financial projects.
We will only contact shortlisted candidates.
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