Executive Assistant, CFO

FloQast is an accounting software vendor based in Los Angeles, California. Founded in 2013, the company provides close management software for corporate accounting departments to help them improve the way they close the…

Location: San Jose, California
Company size: 500–1,000
Posted: 2d ago
Via: Lever

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Job listing · Updated 14 SEP 2026

Executive Assistant, CFO

FloQast· San Jose, CaliforniaView company profile

Job title: Executive Assistant, CFO
Job location: San Jose, California
Job listing URL: https://jobs.lever.co/floqast/6c852a46-11ab-4962-82b5-185f78b8a1bb
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