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Executive Assistant, CFO – CEO
Apollo.ioExecutive Assistant providing calendar and operational support to CFO and CEO at Apollo.io. Managing logistics for meetings and ensuring optimal efficiency in executive operations.
About the role
Key responsibilities & impact- 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
What you’ll need- 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
Comp & perks- 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
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
executive supportcalendar managementtravel managementexpense reportinglogistics managementfinancial reportingpresentation creationdata analysisconfidential information handlingproblem-solving
Soft Skills
communication skillsstakeholder managementattention to detailservice orientationownership mindsetadaptabilitydiscretioncross-functional collaborationanticipation of needsconflict resolution