Executive Assistant to the CFO
About The Position
BELAY is a growing and vibrant, Atlanta, GA-based company that offers virtual staffing solutions in the areas of Virtual Assistants, Marketing Assistants, and Accounting Specialists. We are a fast-paced team of high performers that work extremely hard, but also know how to have a great time. Culture is a top priority and our values are lived out daily. The purpose of this role is to support the Chief Financial Officer (CFO) in day-to-day operations, strategic initiatives, and transaction-related activities. This position is designed for an experienced executive assistant with a strong foundation in corporate finance, M&A, and quantitative work, operating as a true extension of the CFO in a fast-paced, finance-driven environment.
Requirements
- Prior experience supporting a CFO or senior finance executive.
- Working knowledge of corporate finance, accounting fundamentals, private equity and M&A processes.
- Strong mathematical and analytical aptitude.
- Advanced proficiency in Microsoft Excel.
- Proficiency in Google Workspace (Docs, Sheets, Slides, Calendar).
- Working knowledge of Salesforce and QuickBooks.
- Exceptional attention to detail, professionalism, and discretion.
- Strong written and verbal communication skills.
- Ability to work independently in a dynamic, deadline-driven environment.
Responsibilities
- Serve as a liaison between the CFO and internal leaders, external advisors, bankers, legal counsel, and other stakeholders.
- Manage and protect the CFO’s calendar, prioritizing meetings, calls, and deadlines.
- Manage the CFO’s email inbox, independently draft, respond to, and manage communications on behalf of the CFO with sound judgment and minimal oversight.
- Anticipate business needs and proactively manage follow-ups, action items, and deadlines.
- Make travel arrangements (business and personal), including researching and purchasing airline tickets, accommodations, rental cars, and reservations for meals.
- Prepare, organize, and quality-check materials for executive, investor, and board meetings.
- Act as a trusted gatekeeper for sensitive and confidential information.
- Complete weekly expense report(s) for the CFO.
- Perform any requested professional and/or personal ad-hoc projects delegated by the CFO.
- Naturally takes ownership and pride in supporting both the professional and personal success of the executive
- Assist with M&A activities including diligence tracking, data room organization, and coordination with internal and external teams.
- Support the creation, organization, and quality control of management and board decks.
- Review financial schedules, analyses, and presentations for accuracy, consistency, and completeness.
- Track key deliverables related to transactions, financings, and strategic initiatives.
- Maintain organized systems for financial documents, contracts, and transaction files.
- Manage complex spreadsheets and reports with a high degree of accuracy.
- Assist with basic quantitative analysis, reconciliations, and scenario inputs.
- Ensure proper version control and organization of financial and executive materials.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
