Executive Assistant with Financial Acumen

We are seeking a highly organized, proactive, and detail-oriented Executive Assistant with Financial Acumen to provide executive support, project coordination, and financial reporting assistance in a fast-paced professional environment.

The ideal candidate combines strong executive administrative skills with a solid understanding of financial statements, US GAAP terminology, and financial reporting concepts. This person should be resourceful, comfortable working independently, and capable of managing competing priorities while maintaining accuracy, confidentiality, and professional communication.

Key Responsibilities

Executive & Administrative Support

• Manage executive calendars, appointments, meetings, and email correspondence.
• Organize client documents, records, and business files.
• Prepare engagement letters, assist with invoicing, and coordinate follow-ups.
• Track priorities, reminders, and outstanding action items.
• Handle confidential client and business information with discretion.

Project Coordination

• Track projects, deliverables, deadlines, and follow-up tasks using Asana or similar tools.
• Coordinate communication between executives, clients, and internal teams.
• Maintain project documentation, status updates, and action items.
• Support operational initiatives and resolve routine issues independently.

Financial & Reporting Support

• Review and interpret basic financial statements, including income statements and balance sheets.
• Apply working knowledge of US GAAP terminology and financial reporting concepts.
• Assist with financial tracking, data entry, spreadsheets, and report preparation.
• Review financial documents for accuracy, consistency, formatting, and completeness.
• Cross-check information across Excel spreadsheets, Word documents, and other reporting materials.

Qualifications & Requirements

• Proven experience in executive assistant or senior administrative support roles.
• Required: Familiarity with financial statements and working knowledge of US GAAP.
• Strong proficiency in Microsoft Excel, Microsoft Word, and Microsoft 365.
• Experience with Asana or similar project management platforms.
• Familiarity with AI tools such as Microsoft Copilot to support research, drafting, and workflow efficiency.
• Exceptional attention to detail and strong organizational skills.
• Excellent written and verbal communication skills.
• Ability to manage multiple priorities, meet deadlines, and work independently.
• Strong problem-solving skills, resourcefulness, and willingness to learn new tools and systems.
• High level of professionalism, discretion, and confidentiality.

Software & Tools

Microsoft 365 | Excel | Word | Microsoft Teams | Asana | Microsoft Copilot or similar AI tools | Macabacus | Tagnifi

What We're Looking For

We're looking for someone who can go beyond traditional administrative support—someone who understands financial information, takes initiative, anticipates needs, and helps keep executive priorities and business operations running smoothly.

If you are detail-oriented, financially knowledgeable, and enjoy bringing structure and efficiency to a busy work environment, we'd love to hear from you!

Interested Apply through LinkedIn and share your relevant executive support and financial experience.