Executive Assistant

The Opportunity

The Executive Assistant provides high-level executive support to the Chief Financial Officer and multiple CFO Team Directors, as well as administrative support to the collective CFO teams. This role serves as a liaison to senior management and supports activities associated with the Audit Committee. The Executive Assistant must be proactive, creative, well-organized, and agile, thriving in a fast-paced, results-driven, and innovative environment. As a champion of AI and automation, this role will drive process improvements and technology adoption across the CFO organization.

 

What You’ll Do

Executive & Office Support

• Manage complex calendars, priorities, and confidential communications for the CFO and multiple CFO Team Directors.
• Anticipate needs, preparing briefing notes, executive summaries, and talking points for internal/external meetings.
• Coordinate travel, expenses, and optimize itineraries across time zones.
• Serve as a bridge for smooth communication between executives and internal departments.

 

Audit Committee Support

• Own the end-to-end cadence for Audit Committee meetings (calendar, materials, logistics) and Project Management of overall Audit Committee and Board reporting process for the CFO organization.
• Assemble high-quality materials in collaboration with Finance, Treasury, Accounting, Legal and Risk teams in addition to external third parties such as auditors.
• Manage board portal workflows (e.g., Diligent), approvals, secure distribution, and version control.
• Uphold confidentiality and governance best practices.

 

Project Management

• Drive initiatives from scoping to delivery (e.g., team goal planning, yearly scorecard development, new vendor RFP).
• Build and manage project plans, risk logs, status dashboards, and stakeholder communications.
• Facilitate meetings, decision logs, and change control, escalating risks with options and data.

 

AI & Automation Champion

• Identify high-impact use cases for Copilot/M365, Power Automate, and other enterprise-approved AI tools.
• Create prompt libraries, templates, and automations that save time (e.g., generating meeting summaries, drafting memos, creating board pack outlines, extracting action registers).
• Partner with IT to ensure responsible AI use, data privacy, and access controls.
• Train CFO organization on AI best practices, measuring and reporting on adoption & time savings.
• Continuously scan for opportunities to streamline reporting, close artifacts, and executive communications using AI.

 

Communications & Stakeholder Management

• Draft high-impact communications on behalf of the CFO and CFO Team Directors; maintain concise, executive-ready messaging.
• Serve as a trusted point of contact for senior stakeholders, clients, partners, and auditors.
• Protect the CFO’s and CFO Team Directors’ time (e.g., triage requests, align to priorities, and ensure follow-through).

 

Meeting & Event Coordination

• Plan leadership off-sites and cross-functional workshops.
• Own logistics, vendor coordination, A/V readiness, and post-event reporting.
• Provide on-site support for meetings in the Minneapolis office, collaborating with other administrative staff.

 

 Information & Knowledge Management

• Maintain structured repositories for board materials, project artifacts, and financial calendars (e.g., SharePoint/Teams).
• Implement document standards, version control, and search-friendly metadata.

 

 

What We Expect from You

• A two-year technical degree or bachelor’s degree is preferred.
• 7+ years of experience as an Executive Assistant with 3+ years supporting CFO or senior Finance leaders.
• Demonstrated project management experience delivering cross-functional initiatives end-to-end. Project Management certification a plus.
• Experience preparing Audit Committee materials and working with board portals.
• Advanced proficiency in Microsoft 365 (Outlook, Excel, PowerPoint, Teams, OneNote, SharePoint).
• Comfort with Excel (pivot tables, XLOOKUP, basic modeling) and executive-level slide design/storytelling.
• Proven track record as a process improver and technology adopter (AI tools enthusiast).
• Exce