Executive Assistant to the CFO

Barrett Financial Group; Chandler (AZ); On-site; USD 60,000 - 90,000; Full time

Job summary

Barrett Financial Group in Chandler, AZ is seeking an Executive Assistant to the CFO to serve as a trusted partner, protecting time and enabling strategic priorities. You will coordinate across departments, manage the CFO’s calendar, prepare materials, and ensure deadlines are met in a fast-paced environment.

This role requires discretion, professional communication, and proactive problem solving to support finance leadership.

Qualifications

• Experience supporting an executive, senior leader, or high-level business function.
• Strong organizational and time-management skills.
• Confidence working directly with senior leaders and executives.
• Ability to manage multiple priorities and deadlines in a fast-paced environment.
• Strong written and verbal communication skills.
• Discretion handling confidential information.

Responsibilities

• Manage the CFO’s calendar, meetings, and day-to-day schedule.
• Serve as primary contact between the CFO and internal/external departments.
• Anticipate scheduling conflicts and deadlines; follow up on commitments.
• Protect the CFO’s time by prioritizing meetings and requests.
• Coordinate meetings, prepare agendas, organize materials, and track follow-ups.
• Ensure projects and action items move forward across departments.
• Prepare reports, presentations, and other business documents.
• Organize and maintain confidential records and sensitive information.
• Assist with special projects led by the CFO.

Skills

Executive support

Time management

Communication

Discretion

Problem solving

Independence

Adaptability

Cross-functional work

Tools

Microsoft Office

Job description

Executive Assistant to the CFO at Barrett Financial

Corporate | Chandler

Job Description

About Barrett Financial Group

At Barrett Financial Group, we like to keep things real.Real people, real collaboration, and really great loans. Our Chandler office iswhere teamwork meets a bit of fun. We take pride in delivering top-notchmortgage experiences while keeping our culture upbeat, supportive, and full ofenergy.

We believe work should be both rewarding and enjoyable, andour culture reflects that. Whether it’s teamwork, innovation, or celebratingwins big and small, Barrett is a place where people thrive together.

About the Role

The Executive Assistant to the CFO serves as a trustedright-hand partner to our Chief Financial Officer. This is a fast-paced,high-responsibility role for someone who thrives under pressure, manages asignificant workload, and takes ownership without needing constant direction.

You will help protect the CFO’s time, anticipate priorities,coordinate across departments, and keep key responsibilities, meetings, andprojects moving forward. We are looking for someone confident enough to speakup, make decisions within their scope, ask the right questions, and take chargewhen needed.

This is more than a traditional administrative position. Youwill work closely with the CFO and leaders across Barrett and become animportant partner in helping the Finance function and broader organizationoperate effectively.

What You’ll Do

• Manage the CFO’s calendar, meetings, appointments, priorities, and day-to-day schedule
• Serve as a primary point of contact between theCFO and internal and external departments
• Anticipate scheduling conflicts, competingpriorities, deadlines, and follow-up needs
• Protect the CFO’s time by helping prioritizemeetings, requests, and commitments
• Coordinate meetings, prepare agendas, organizematerials, and track follow-up items
• Keep projects, deliverables, and action itemsmoving forward across multiple departments
• Follow up with leaders and team members onoutstanding items, deadlines, and commitments
• Prepare reports, presentations, correspondence,meeting materials, and other business documents
• Organize and maintain confidential records,files, and sensitive business information
• Assist with special projects and businessinitiatives led by the CFO
• Communicate professionally and confidently withleaders and team members at all levels of the organization
• Identify problems early and take initiative tohelp resolve them
• Help create structure and organization aroundcompeting priorities and a high volume of information
• Handle confidential financial, personnel, andbusiness information with discretion
• Adapt quickly as priorities shift and newbusiness needs arise

What You Bring

• Previous experience supporting an executive,senior leader, or high-level business function
• Strong organizational and time-management skills
• Confidence working directly with senior leadersand executives
• Ability to manage multiple priorities anddeadlines in a fast-paced environment
• Strong written and verbal communication skills
• Sound judgment and discretion when handlingconfidential information
• A proactive approach to identifying needs,solving problems, and following through
• Ability to work independently and take ownershipof responsibilities
• Comfortable speaking up, asking questions, andproviding appropriate pushback when needed
• Strong attention to detail and commitment toaccuracy
• Ability to remain organized and composed whenpriorities change
• Professional, outgoing, and comfortable buildingrelationships across departments
• Strong proficiency with Microsoft Office,including Outlook, Excel, Word, and PowerPoint
• Eagerness to learn, grow, accept feedback, andtake on increasing responsibility

Why You’ll Love Working Here

• A fun, supportive team that believes incollaboration and celebrating wins
• Leadership that values your voice, ideas, andcareer growth
• Opportunities to learn, grow, and make an impactas Barrett continues to expand
• A culture that balances professionalism withpersonality where we work hard and have fun doing it

Barrett Financial Group is an equal opportunity employer. Wecelebrate diversity and are committed to creating an inclusive environmentforall employees.