Senior Executive Assistant

At Forge (NYSE: FRGE), we know our team is our greatest asset. As technology innovators in the private market, our vision is to deliver a richer future for everyone. We live that vision through our values of being bold, humble and accountable. We experience the value that our vision brings to the world every day, helping the teams behind the greatest innovations of our generation, from space travel to planet-saving, plant-based nutrition and more.

Our mission is to empower more people to exercise ownership in the world’s leading private companies via a world-class technology platform with access to the largest network of buyers and sellers in the world. With liquidity solutions, exclusive data and insights, a custody offering, and a vibrant marketplace, Forge’s goal is to build the best-in-class technology infrastructure to power a global private market that is transparent, accessible and seamless for companies, their employees and investors. Through Forge, employees can sell their private shares, employers can reward shareholders with pre-IPO liquidity and individual and institutional investors can participate in private unicorn growth.

Forge's differentiated global marketplace addresses rising demand among individual and institutional investors for exposure to private company stocks and it is building a growing network effect with defensible competitive advantages. The Forge marketplace has over 440,000 registered users and private shares have traded in more than 500 companies since inception, representing over $12 billion in volume across over 21,000+ transactions.

Our ability to offer these powerful financial solutions has generated incredible interest from investors, demand from customers, and a need to grow our team to meet the needs of more companies, teams and innovators in this way. You can learn more about Forge in the following video: “The private market future starts now”.

The Role: 

Location: Required to be onsite 1-2 days a week or as needed in our San Francisco, CA office. 

We are seeking an experienced Senior Executive Administrative Assistant to support our CFO and the Finance team. This individual will work closely with our CFO on various financial projects as well as other Executive team members and will have a direct role in many of our strategic priorities. 

Responsibilities: 

• Managing the CFO’s schedule by proactively addressing scheduling conflicts and maintaining all meeting and appointments (close coordination with other EAs) 
• Managing travel arrangements and expense reporting requirements 
• Coordinating, planning, and organizing small-to large-scale meetings with internal and external stakeholders including investors, analysts, and board members 
• Scheduling quarterly earnings preps & risk management plannings for senior executives 
• Meeting preparation including gathering and building meeting materials; Creating and maintaining presentations 
• Undertaking special assignments/projects on a wide variety of issues as requested by the CFO and the Finance team 
• Anticipating needs, problem-solving for challenges, and managing emerging issues in a proactive manner 

Some projects you may support include: 

• Preparing Finance team annual goals and achievements, with quarterly updates 
• Board slides and/or presentations 
• Legal documents, through Docusign or wet signature requirements 
• Organizing Finance team off sites and team building events  
• Coordinating CEO/CFO conferences & non-deal roadshows 

Qualifications: 

• Experience supporting C-Level executives   
• Forward-thinking, ability to anticipate the CFO's needs 
• Ability to learn new technology including collaboration tools 
• Proficient with MS Word and Excel and must have strong PowerPoint skills 
• Excellent written and verbal communication skills, reliable and timely communication skills 
• Thorough, with a very high attention to detail; Organized and systematic, with a high degree of respect for structure and process 
• Ability to work in a collaborative, fast-paced environment while meeting deadlines 
• Proven ability to maintain high ethical standards, confidentiality and professionalism, creative at brainstorming a path forward when stuck 
• Demonstrated ability to effectively partner, build trust, and communicate with all levels of employees, warmth and professionalism to our board members and customers 
• Must be able to sit and/or stand for long periods of time in an office setting or in home office setting while working 

Preferred Qualifications: CFO support or Finance experien