Executive Assistant – CFO

KnowBe4

Executive Assistant to CFO supporting finance team and facilitating communications with stakeholders. Responsible for project management, key deliverables, and overall organization within finance department.

Posted 7/11/2026full-timeRemote • 🇺🇸 United StatesJuniorMid-Level💰 $90,000 - $100,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in finance department operations, project management, and coordination, with proficiency in tools such as Smartsheet and Microsoft Office. Capable of liaising with various stakeholders and managing key finance deliverables effectively.

Highest-signal resume keywords

Finance Department ExperienceProject ManagementSmartsheet ProficiencyMicrosoft Office ProficiencyNotary Public Certification

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Project ManagementFinance OperationsOKR ManagementBanking Documentation CoordinationEarnings Call Logistics

Soft Skills

CommunicationTeam BuildingOrganizational Skills

Tools & Technologies

SmartsheetMicrosoft OfficeDocusignAdobe Sign

Certifications & Qualifications

Notary Public

Industry Keywords

FinanceInvestor RelationsRecruitmentTax CoordinationTreasury Coordination

About the role

Key responsibilities & impact

Liaise with the Board of Directors, potential investors, law firms, banks, insurance companies, research analysts, investor relations and other professionals on behalf of finance leadership
Assist in the recruitment and vetting of top quality candidates for the financial sector
Ensure key finance deliverables are monitored and timely
Create and manage OKRs for the finance department
Coordinate with tax and treasury departments to ensure the timely and accurate completion of banking documentation
Procure any items for the finance department
Assist with the Quarterly earnings call logistics
Help manage the email inbox and route correspondence for the CFO
Take minutes for the CFO when needed
Create powerpoint presentations as needed for management
Coordinate team building activities

Requirements

What you’ll need

Minimum 2 years of experience in the finance department
Minimum 2 years of experience with project management and coordination
Proficient in Smartsheet, Microsoft Office (excel, powerpoint), and Docusign/Adobe sign
Notary Public would be an added plus

Benefits

Comp & perks

company-wide bonuses based on monthly sales targets
employee referral bonuses
adoption assistance
tuition reimbursement
certification reimbursement
certification completion bonuses