Executive Assistant to the CFO at Barrett Financial

Barrett Financial Group; Chandler (AZ); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

Restaurant discounts

Job summary

Barrett Financial Group in Chandler, AZ is seeking an Executive Assistant to the CFO to serve as a trusted right-hand partner. You will protect the CFO’s time, coordinate across departments, and help keep key responsibilities and projects moving forward.

This role requires exceptional organizational and communication skills, discretion with confidential information, and the ability to speak up and take ownership in a fast-paced finance environment.

Qualifications

• Previous 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
• Sound judgment and discretion when handling confidential information
• A proactive approach to identifying needs, solving problems, and following through
• Ability to work independently and take ownership of responsibilities
• Comfortable speaking up, asking questions, and providing appropriate pushback when needed
• Strong attention to detail and commitment to accuracy
• Ability to remain organized and composed when priorities change
• Professional, outgoing, and comfortable building relationships across departments
• Strong proficiency with Microsoft Office, including Outlook, Excel, Word, and PowerPoint
• Eagerness to learn, grow, accept feedback, and take on increasing responsibility

Responsibilities

• Manage the CFO’s calendar, meetings, appointments, priorities, and day-to-day schedule
• Serve as a primary point of contact between the CFO and internal and external departments
• Anticipate scheduling conflicts, competing priorities, deadlines, and follow-up needs
• Protect the CFO’s time by helping prioritize meetings, requests, and commitments
• Coordinate meetings, prepare agendas, organize materials, and track follow-up items
• Keep projects, deliverables, and action items moving forward across multiple departments
• Follow up with leaders and team members on outstanding 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 business initiatives led by the CFO
• Communicate professionally and confidently with leaders and team members at all levels of the organization
• Identify problems early and take initiative to help resolve them
• Help create structure and organization around competing priorities and a high volume of information
• Handle confidential financial, personnel, and business information with discretion
• Adapt quickly as priorities shift and new business needs arise

Skills

Executive support

Calendar management

Communication

Discretion

Time management

Multitasking

Office software

Professionalism

Tools

Microsoft Office

Outlook

Excel

PowerPoint

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 is where teamwork meets a bit of fun. We take pride in delivering top-notch mortgage experiences while keeping our culture upbeat, supportive, and full of energy.

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 is where teamwork meets a bit of fun. We take pride in delivering top-notch mortgage experiences while keeping our culture upbeat, supportive, and full of energy.
We believe work should be both rewarding and enjoyable, and our culture reflects that. Whether it’s teamwork, innovation, or celebrating wins big and small, Barrett is a place where people thrive together.

About The Role

The Executive Assistant to the CFO serves as a trusted right-hand partner to our Chief Financial Officer. This is a fast-paced, high-responsibility role for someone who thrives under pressure, manages a significant 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, and projects moving forward. We are looking for someone confident enough to speak up, make decisions within their scope, ask the right questions, and take charge when needed.
This is more than a traditional administrative position. You will work closely with the CFO and leaders across Barrett and become an important partner in helping the Finance function and broader organization operate 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 the CFO and internal and external departments
• Anticipate scheduling conflicts, competing priorities, deadlines, and follow-up needs
• Protect the CFO’s time by helping prioritize meetings, requests, and commitments
• Coordinate meetings, prepare agendas, organize materials, and track follow-up items
• Keep projects, deliverables, and action items moving forward across multiple departments
• Follow up with leaders and team members on outstanding 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 business initiatives led by the CFO
• Communicate professionally and confidently with leaders and team members at all levels of the organization
• Identify problems early and take initiative to help resolve them
• Help create structure and organization around competing priorities and a high volume of information
• Handle confidential financial, personnel, and business information with discretion
• Adapt quickly as priorities shift and new business 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 leaders and executives
• Ability to manage multiple priorities and deadlines in a fast-paced environment
• Strong written and verbal communication skills
• Sound judgment and discretion when handling confidential information
• A proactive approach to identifying needs, solving problems, and following through
• Ability to work independently and take ownership of responsibilities
• Comfortable speaking up, asking questions, and providing appropriate pushback when needed
• Strong attention to detail and commitment to accuracy
• Ability to remain organized and composed when priorities change
• Professional, outgoing, and comfortable building relationships across departments
• Strong proficiency with Microsoft Office, including Outlook, Excel, Word, and PowerPoint
• Eagerness to learn, grow, accept feedback, and take on increasing responsibility

Why You’ll Love Working Here

• A fun, supportive team that believes in collaboration and celebrating wins
• Leadership that values your voice, ideas, and career growth
• Opportunities to learn, grow, and make an impact as Barrett continues to expand
• A culture that balances professionalism with personality where we work hard and have fun doing it

Barrett Financial Group is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.