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Our client, a leading Fin-Tech firm headquartered in Minneapolis with an office in Midtown is looking for a temp to perm Senior Executive to support their CFO & finance leadership team. This role starts ASAP with an estimated temp trial period of 3-6 months. This is a hybrid role - 4 days/week onsite and 1 day/week remote. The hours are 8:30am-5:30pm (with a 30-minute lunch break) + OT - this person must be reachable after hours for urgent matters! Annual base salary is up to 125K; hourly pay rate while temping in-line + benefits once perm.

Key Responsibilities:

Administrative Management

• Provide high-level administrative support to the CFO, including calendar management, travel coordination, expense reporting, and secure e-filing
• Ensure the CFO is prepared for all appointments and deadlines with necessary materials and context
• Draft and distribute correspondence, reports, presentations, and other documents-often of a highly sensitive and confidential nature
• Maintain a conflict-free calendar and ensure adequate travel time between meetings
• Serve as a trusted liaison for internal and external stakeholders, including direct communication on behalf of the CFO with Board members and senior leaders
• Demonstrate initiative by identifying and resolving issues before they escalate to the CFO
• Support NYC office facilities needs - working with receptionist to ensure everything with handled
• Maintain Finance org charts
• Provide travel & expense support to Finance leadership team (FLT).
• Collaborate with other C-suite executive assistants to coordinate materials for management and Board meetings
• Ensure executives meet commitments and deadlines by tracking deliverables and following up on action items

Board & Governance Support

• Coordinate and prepare materials for Board of Directors, Executive and Governance Committees, including agendas, minutes, resolutions, and follow-ups
• Maintain and organize board materials in secure shared datarooms, ensuring timely uploads, version control, and access permissions
• Track and archive board documents for audit and reference purposes
• Provide logistical support before, during, and after board and committee meetings

Finance Project Support

• Support and coordinate Finance-led initiatives including:
• Annual audit process (calendar management, status meetings, reporting)
• Corporate tax planning and related projects
• Financial reporting, operational metrics, dashboards, and ad hoc reporting
• Post-merger integration efforts
• Policy, process, and internal training documentation
• Assist with global auditor and accounting service provider updates
• Help plan team-building events and department culture activities
• Support onboarding, mentorship, and employee development initiatives
• Liaise with other departments and committees to accomplish special projects for the CFO
• Compile financial data and prepare reports for internal and external stakeholders

Skills and Knowledge:

• Outstanding administrative and project management skills with high attention to accuracy, detail, and organization
• Ability to develop timelines and execute on time
• Sound judgment and discretion in handling confidential matters
• Calm and effective under pressure, with strong problem-solving and analytical abilities
• Exceptional verbal and written communication skills
• Diplomatic and tactful in working with diverse constituencies
• Collaborative mindset with the ability to work independently and make decisions
• Adaptability in a fast-paced, evolving environment
• Proficiency in Microsoft Office 365 (Word, Excel, Teams, PowerPoint, Outlook); Experience in Tools like Workday, Concur, Board portals like Sherpany, Docusign, is a plus

Qualifications:

• Minimum 5 years of executive assistant experience supporting a CFO or senior finance executive
• Experience managing activities on behalf of a Board of Directors preferred
• Bachelor's degree or equivalent education and professional experience
• Minimal travel required
• Hybrid role: Required to be in the Midtown NYC office 3-4 days per week

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