Remote position (prefer CST will consider EST)

JOB SUMMARY

We are seeking a highly organized and proactive Executive Assistant to support our Chief Financial Officer (CFO). This crucial role involves managing the CFO’s day-to-day operations, including communications, scheduling, and effective time management. The ideal candidate will be a strategic partner, anticipating the needs of the CFO and ensuring that the financial team operates efficiently. Strong organizational, communication, and problem-solving skills are essential.

KEY RESPONSIBILITIES

• Calendar & Meeting Management: Proactively manage the CFO’s complex calendar, ensuring all meetings are efficiently scheduled and potential conflicts are identified and resolved in advance.
• Travel Coordination: Arrange detailed travel itineraries, including flights, accommodations, ground transportation, and managing last-minute changes.
• Document Preparation: Draft, proofread, and prepare reports, presentations, and financial documents for meetings with executives, board members, and external partners.
• Board & Financial Meeting Support: Assist in preparing agendas, taking minutes, and following up on action items for finance and board meetings. Distribute materials and maintain thorough records of meetings.
• Communication Management: Act as the first point of contact for the CFO, managing communications across internal departments and external stakeholders. Screen emails, phone calls, and correspondence, prioritizing urgent matters.
• Expense & Budget Oversight: Manage expense reports and assist with budgeting, tracking financial data, and ensuring accurate reporting to the CFO.
• Confidential Information Handling: Safeguard confidential and sensitive financial and business information, maintaining high levels of discretion.
• Relationship Building: Foster strong professional relationships within the organization, facilitating communication and collaboration between departments.
• Project Management: Execute special assignments as needed, ensuring timely progress and completion. Assist with follow-up and coordination between departments.

JOB REQUIREMENTS

Education & Certifications: Education or job knowledge equivalent to a 2-year college or trade school.

Experience: The minimum amount of relevant work experience required to successfully perform the job is at least one (5) year:

Required Skills:

• Minimum of 5 years of experience supporting C-suite executives, ideally in a financial or corporate environment.
• Experience coordinating executive-level meetings, financial documentation, and liaising between senior leadership teams.
• Highly skilled in Microsoft Office Suite (Excel, Word, PowerPoint). Experience with collaboration platforms such as Teams, and SharePoint is preferred.
• Excellent document formatting, editing, and proofreading skills. Capable of producing high-quality materials for executive and board-level review.
• Demonstrated experience managing complex, multi-time-zone scheduling and travel arrangements.
• Ability to anticipate challenges, offer creative solutions, and take initiative without needing direct supervision.
• Strong written and verbal communication skills, with the ability to convey complex information clearly and professionally.
• High degree of emotional intelligence, able to navigate complex interpersonal dynamics, maintain confidentiality, and act with discretion in all interactions.
• Comfortable working in a fast-paced, changing environment, and able to adapt to shifting priorities while staying calm under pressure.

Preferred Skills:

• Familiarity with basic financial concepts, budgeting, and reporting. Experience working in a finance environment is a plus.
• Experience working in a public company, supporting leadership.
• Responsible for supporting multiple C level Executives, and Senior leadership daily.
• Exposure to supporting teams through Mergers and Acquisitions

WORK ENVIRONMENT

The work environment characteristics described below are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Location: Remote, however, applicants that live one (1) hour drive from a CSI office, may be required to be hybrid (3 days in office).

Travel: 10%

Physical Demands: The employee must be physically able to perform all essential job duties, with or without reasonable accommodation and shall be physically able to perform the tasks and/or functions listed above to the extent job-related and consistent with business necessity

COMPANY

CSI is a leading fintech, regtech and cybersecurity solutions partner operating at the intersection of innovation and service. As a trusted technology company, CSI excels at driving businesses forward with a unique blend of cutting-edge solutions, decades of experience and a commitment to authentic partnerships defined by our customer-first culture.

CSI is dedicated to providing challenging and rewarding careers for our employees across the country and offers a competitive compensation package, including health, dental and vision insurance, paid vacation, 401k, and much more!

For more information about CSI, visit www.csiweb.com.

CSI is proud to be an Equal Opportunity Employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity, sexual orientation, national origin, age, disability, veteran status, genetics, or any other legally protected basis.