Executive Assistant to the CEO & CFO

 

Executive Assistant to the CEO & CFO 

 

Great people. Greater business impact. 

 

About CAI 

 

CAI Software builds digital work execution platforms and software solutions that help manufacturing businesses operate with greater clarity and control. Our people bring structure to complexity by replacing fragmented, paper-based processes with connected digital workflows that improve visibility, compliance, and decision-making in real industrial environments. With 45+ years of experience and a presence across 10+ countries, CAI combines deep industry understanding with practical technology. Our team consists of ~800 employees worldwide who work across 15 core industries and support 5,000+ customers, guided by sound judgment, long-term thinking, and outcomes that endure. 

 

CAI Business Units and the Markets We Serve 

 

CAI Software is organized into three business units — Graphic Communications, Process Manufacturing, and Discrete Manufacturing — aligned to the markets we serve, with a Corporate Shared Services model supporting each of the 3 business units. This structure allows our teams to stay close to customer needs while operating with the scale and support of a global software company. 

This role sits in the Office of the CEO and CFO, supporting the senior-most leaders of CAI Software across all three business units and works closely with the Company’s private equity sponsors.  

 

About the Role 

 

CAI Software is seeking a highly organized, proactive, and discreet Executive Assistant to serve as a trusted partner to the Chief Executive Officer and Chief Financial Officer. This role is the operational anchor for the Office of the CEO and is fundamental to how senior leadership executes against an aggressive growth, M&A, and value-creation agenda. 

This is a high-visibility position and the successful candidate will inherit established relationships with the Board, sponsor partners, and senior leadership, and will be expected to maintain — and elevate — the standard of excellence, confidentiality, and responsiveness those stakeholders rely on. The ideal candidate brings prior experience supporting C-level executives in a private equity-backed, financial, or fast-paced enterprise software environment, and operates with a high level of professionalism, discretion, and anticipatory judgment. 

 

What You'll Do 

 

• Serve as a trusted right hand to the CEO and CFO, anticipating needs, removing friction, and protecting executive time and focus. 

• Manage complex, ever-changing CEO and CFO calendars across multiple time zones; resolve conflicts with sound judgment on priority and trade-offs. 

• Schedule and coordinate internal and external meetings, including leadership team, customer, partner, sponsor, and board-level interactions; prepare agendas, pre-reads, and logistics so each meeting starts on time and ends with clear outcomes. 

• Act as gatekeeper for incoming communications, requests, document signing, and meeting invitations; triage and align with quarterly priorities and value-creation initiatives. 

• Prepare, format, and proof high-quality reports, presentations, and briefing materials for internal leadership, board, sponsor, and external audiences. 

• Coordinate end-to-end logistics for Board of Directors and sponsor (PE owner) meetings — scheduling, materials assembly, distribution, dinners, and follow-up correspondence. 

• Partner with the CFO and Finance team on board books, quarterly reporting packages, and committee materials; maintain board portal and secure data-room organization (e.g., Diligent, BoardVantage, SharePoint). 

• Support the CFO with the rhythm of the financial calendar — month-end and quarter-end close, audit, budget, lender reporting, tax, and insurance timelines; coordinate scheduling and document flow with auditors, lenders, tax advisors, and brokers.