Executive Assistant to CFO at Barrett Financial

Executive Assistant To The CFO

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.

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

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 Power Point

Eagerness to learn, grow, accept feedback, and take on increasing responsibility

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