Executive Assistant, CFO

FloQast; San Jose (CA); On-site; USD 106,000 - 144,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Family Forming benefits

Life & Disability Insurance

Unlimited vacation

Job summary

FloQast, Inc. seeks an Executive Assistant to assist the CFO with travel, calendar management and supporting day-to-day functions of the department. The role operates as the key administrative support to the CFO and secondarily to other executives within the C-Suite.

This position requires in-office presence 3 days per week and will be reviewed for adjustments based on team needs. Visa sponsorship is NOT available at this time.

Qualifications

• 5+ years minimum experience of Administrative Assistant experience supporting a C-Suite or VP level executives within the Software, Investment Banking, or Venture Capital industries
• Knowledge of office administration responsibilities, systems and procedures
• Proficiency in MS Office and G Suite
• Proficiency with AI assistants
• Highly energetic, positive and enthusiastic team player with strong interpersonal skills and collaborative orientation
• Detail oriented with strong problem-solving and decision making skills
• Self-starter with a high level of initiative and follow-through
• Strong sense of ownership and urgency, organizational and time management skills, ability to multitask and prioritize work
• Excellent communication (written and verbal), interpersonal and consultative skills
• Strong work ethic and integrity
• Ability to work well under tight deadlines and respond to rapidly changing demands and fulfill efficient follow ups

Responsibilities

• Coordinate the complex and ever-changing professional calendars of the CFO & team, including balancing multiple, sometimes conflicting priorities and deadlines
• Become acutely familiar with CFO, CFO Direct Reports and Company priorities - Working both with internal stakeholders and external investors for meeting coordination
• Coordinate department wide financial communications (weekly newsletters)
• Coordinate, plan and manage key internal & external meetings (staff meetings, board meetings etc.) and special events
• Manage the delivery of meeting materials, attend meetings and provide an organized agenda and post-meeting notes/follow ups
• Coordinate, plan and manage travel arrangements at the direction of the Executives
• Manage confidential and non-routine information and facilitate communication between appropriate people and teams
• Submit and manage Executive expense reimbursements
• Communicate effectively, efficiently, and professionally with service requests of Executives as needed
• Partner with other administrative support team members on ad hoc projects
• Perform other duties or special projects as needed

Skills

Executive support

Calendar management

Travel coordination

Communications

Project management

Attention to detail

Time management

Proactive

Ownership

Team collaboration

Tools

MS Office

G Suite

AI assistants

Job description

FloQast, Inc seeks an Executive Assistant to assist the CFO with travel, calendar management and supporting day-to-day functions of the department. The ideal candidate will be professional, detail-oriented, and have strong project management skills that will help ensure efficiency and communication between the Executives and employees. This role operates as the key administrative support to the CFO and secondarily to other executives within the C-Suite.

This role has a requirement of working in office 3 days per week, which may be subject to change based on team and business needs, as determined by the department leader. Please note that this requirement is subject to ongoing review and may be adjusted in the future

*Visa sponsorship is NOT available at this time.

What You’ll Do:

• Coordinate the complex and ever-changing professional calendars of the CFO & team, including balancing multiple, sometimes conflicting priorities and deadlines

• Become acutely familiar with CFO, CFO Direct Reports and Company priorities - Working both with internal stakeholders and external investors for meeting coordination

• Coordinate department wide financial communications (weekly newsletters)

• Coordinate, plan and manage key internal & external meetings (staff meetings, board meetings etc.) and special events

• Manage the delivery of meeting materials, attend meetings and provide an organized agenda and post-meeting notes/follow ups

• Coordinate, plan and manage travel arrangements at the direction of the Executives

• Manage confidential and non-routine information and facilitate communication between appropriate people and teams

• Submit and manage Executive expense reimbursements

• Communicate effectively, efficiently, and professionally with service requests of Executives as needed

• Partner with other administrative support team members on ad hoc projects

• Perform other duties or special projects as needed

What You’ll Bring:

• 5+ years minimum experience of Administrative Assistant experience supporting a C-Suite or VP level executives within the Software, Investment Banking, or Venture Capital industries

• Knowledge of office administration responsibilities, systems and procedures

• Proficiency in MS Office and G Suite

• Proficiency with AI assistants

• Highly energetic, positive and enthusiastic team player with strong interpersonal skills and collaborative orientation

• Detail oriented with strong problem-solving and decision making skills

• Self-starter with a high level of initiative and follow-through

• Strong sense of ownership and urgency, organizational and time management skills, ability to multitask and prioritize work

• Excellent communication (written and verbal), interpersonal and consultative skills

• Strong work ethic and integrity

• Ability to work well under tight deadlines and respond to rapidly changing demands and fulfill efficient follow ups

The base pay range for this position is $106,000 - $144,000. Compensation is not limited to base salary. FloQast values our Total Rewards, and offers a competitive and elaborate Benefits Package including, but not limited to, Medical, Dental, Vision, Family Forming benefits, Life & Disability Insurance, and Unlimited Vacation. FloQast reserves the right to amend, change, alter, and revise pay ranges and benefits offerings at any time. All applicants acknowledge that by applying to this position you understand that this specific pay range is contingent upon meeting the qualifications and requirements of the role, and for the successful completion of the interview selection and process. It is at the Company's discretion to determine what pay is provided to a candidate within the range associated with the role.

About FloQast:

FloQast is the leading AI-powered Accounting Transformation Platform, uniquely built by former accountants for accountants. We automate complex, recurring accounting workflows—transforming preparers into strategic reviewers and relieving accountants from tedious manual work. Our cloud-based solution is trusted by over 3,500 world-class accounting teams, including Lululemon, Doordash, and the MLB, to drive collaboration and financial accuracy. Driven by a mission to continuously elevate the profession, FloQast is redefining both the practice and the perception of accounting on a global scale.

Our values act as a guiding compass, shaping every decision we make, and are non-negotiable, particularly in our hiring process. Alongside our employees, partners, and customers, we embody these values every day:

Unwaveringly Authentic

Ambitious with Integrity

Empowered to Grow

Committed to Collaboration

Customer Obsessed in All Ways

FloQast is regularly rated as aBest Place to Work!

- Inc. Magazine’s Best Workplaces in 2025, 2024, 2023, 2022, and 2021

- Best Places to Work by LA Business Journal since 2017 (that’s 9 years!)

- Built In’s Best Place to Work in Los Angeles 7 years in a row!

Because we are Customer Obsessed in All Ways, check out what our customers have to say about FloQast on G2 Crowd.

FloQast, Inc is committed to operating fair and unbiased recruitment procedures allowing all applicants an equal opportunity for employment, free from discrimination on the basis of religion, race, sex, age, sexual orientation, disability, color, ethnic or national origin, or any other classification as may be protected by applicable law. We aim to recruit the right people for the jobs we have to offer, and to assess applications on the basis of relevant skills, education, and experience. We welcome people of different backgrounds, experiences, abilities, and perspectives. We are an equal opportunity employer and strive to provide a professional and welcoming workplace for all employees.

Link to FloQast Recruiting AI Usage Policy