Executive Assistant – Financial Acumen

We are hiring: Executive Assistant – Financial Acumen

Employment Type: Full-Time

Job Type: Onsite / Remote

About the Role

We’re looking for a

highly organized, proactive, and detail-oriented Executive Assistant with strong financial acumen

to provide executive, administrative, project, and financial support in a fast-paced professional environment.

This role is ideal for someone who combines

exceptional executive support skills with confidence working with financial statements, Excel, and business data

. The successful candidate will be comfortable managing competing priorities, communicating with clients and stakeholders, and handling sensitive financial information with accuracy and discretion.

🚀 Key Responsibilities

• Manage executive calendars, appointments, meetings, and scheduling logistics.
• Handle professional email correspondence and stakeholder communications.
• Prepare, organize, proofread, and maintain business documents and records.
• Anticipate executive needs and proactively manage priorities, deadlines, and follow-ups.
• Track projects, deliverables, deadlines, and outstanding action items.
• Review and interpret

income statements and balance sheets

to support business reporting.

• Assist with financial tracking, reporting, data entry, and documentation.
• Maintain accuracy and consistency across

Excel spreadsheets, Word documents, and financial reports

.

• Coordinate professionally with clients, internal teams, and external stakeholders.
• Provide general administrative and operational support while maintaining confidentiality.

🔎 What We’re Looking For

• Previous experience as an

Executive Assistant, Administrative Assistant, Financial Support Specialist

, or in a similar professional role.

• Strong

financial acumen

and the ability to review and interpret financial statements, including income statements and balance sheets.

• Advanced proficiency in

Microsoft Excel

, with strong Microsoft Word and Microsoft 365 skills.

• Exceptional organizational, proofreading, analytical, and attention-to-detail skills.
• Excellent written and verbal communication skills.
• Professional, friendly, and client-focused approach.
• Ability to work independently, exercise good judgment, and manage multiple priorities effectively.
• High level of discretion when handling confidential business and financial information.

💻 Technology

Strong experience with

Microsoft 365, Excel, Word, and Microsoft Teams

is important.

Experience with or willingness to learn financial and business tools such as

Macabacus and Tagnifi

is a plus.

🌟 The Ideal Candidate

You’re

dependable, polished, proactive, and service-oriented

. You naturally think one step ahead, take ownership of your responsibilities, and understand that accuracy matters—especially when working with financial information.

You’re equally comfortable

working with people and numbers

, communicating with clients and executives, and keeping projects and priorities organized.

A great sense of humor and the ability to build a

strong, collaborative working relationship with the executive you support

are definite pluses!

📩 How to Apply

Ready for your next opportunity?

Please send your

comprehensive CV

to

recruitment@flowz.com

.

Email Subject:

Executive Assistant – Full Name

Example:

Executive Assistant – Jane Smith