Executive Assistant/Financial Analyst

An entrepreneurial holding company with a broad portfolio of successful businesses is seeking a proactive Executive Assistant/Financial Analyst to help drive efficiency and support key initiatives. This highly visible position will partner closely with executive leadership, serving as a key resource for business operations, financial reporting, strategic projects, and day-to-day executive support. The ideal candidate is a resourceful professional who combines strong analytical capabilities with exceptional organizational skills and thrives in a dynamic, fast-paced environment. This position offers a competitive annual salary ranging from $80,000–$100,000, along with a comprehensive benefits package that includes medical, dental, and vision insurance, paid time off, a 401(k) plan, and a flexible hybrid work environment.

Responsibilities of the Executive Assistant/Financial Analyst:

• Develop executive summaries, performance reports, and business insights to support strategic decision-making across multiple business units.
• Analyze financial and operational data, identify trends, and provide recommendations to improve efficiency, profitability, and overall performance.
• Coordinate cross-functional projects, monitor progress, and ensure deadlines, deliverables, and key objectives are achieved.
• Research vendors, gather proposals, compare service offerings, and assist leadership with evaluating business investments and initiatives.
• Manage complex calendars, travel arrangements, meeting logistics, and executive communications while ensuring priorities remain on track.
• Create and maintain organized systems for records, reporting, documentation, and internal processes to support operational effectiveness.
• Assist with special projects, business planning efforts, and executive initiatives while maintaining confidentiality and professionalism at all times.

Qualifications of the Executive Assistant/Financial Analyst:

• Bachelor’s degree in Finance, Accounting, Business Administration, Economics, Analytics, or a related discipline preferred.
• 3 years of experience in executive support, business analysis, financial reporting, operations, consulting, or a similarly analytical role.
• Advanced Microsoft Excel skills with the ability to interpret data, generate reports, and present findings in a meaningful way.
• Strong project management and organizational abilities with experience balancing multiple priorities and competing deadlines.
• Proven ability to communicate effectively with executives, business partners, and stakeholders at all levels of an organization.
• Exceptional critical-thinking, problem-solving, and decision-making skills with a proactive and solutions-oriented approach.
• High level of discretion, attention to detail, adaptability, and professionalism in handling sensitive information and business matters.

P-13