Do you get a thrill from a cleared-out inbox? Take pride in bringing order to chaos, being the go-to person for a high-performing leader, and using technology to get things done faster and better? If so, read on.

Our CEO is a serial entrepreneur who owns and operates multiple businesses — with his primary company being FinElevate, a fast-growing Fractional CFO firm. He is looking for an Executive Assistant to help optimize his time and output, allowing him to focus on the areas he does best while ensuring all teams have what they need to run and grow their businesses.

Many conversations and projects will involve numbers, metrics, and dashboards — but don’t worry, you don’t need a finance background. What you do need is to be comfortable in a data-heavy environment and willing to learn. We’ll train you on everything else.

If the above sounds like an exciting challenge, we want to hear from you!

Note: this is a CONTRACTOR position.

Responsibilities

This role is all about streamlining communication, maximizing efficiency, and supporting high-leverage decisions. You’ll:

Take full ownership of the CEO’s inbox — making sure nothing urgent is missed and everyone gets timely, thoughtful responses
Manage the CEO’s calendar and tasks to prioritize the most important work each day
Track project progress, follow up with team members, and keep communication flowing across businesses
Update internal tools (time tracking, project management, etc.) to keep everything running smoothly
Help prepare reports related to sales, marketing, and operations
Lead special projects — from researching new tools to implementing emerging technologies
Use automation and AI tools to boost your productivity and the company’s performance

Required Qualifications

Experienced: 2+ years as an Executive Assistant or similar support role
Trustworthy: Able to handle sensitive information with discretion and care
Organized: You love checklists, structure, and systems
Detail-Oriented: Nothing gets past you — you catch what others miss
Comfortable with Numbers: You don’t need a finance degree, but you’re not intimidated by spreadsheets or metrics
Tech-Savvy: You’re quick to learn new tools and love exploring better ways to work
Resourceful: You don’t wait to be told what to do — you figure it out and move things forward
Clear Communicator: Professional and approachable in written and verbal communication

Nice-to-Haves

4+ years experience supporting a CEO or executive
Experience working with business owners who run multiple companies
Familiarity with tools like Slack, Monday.com, and AI tools like ChatGPT

Company Overview

FinElevate is on a mission to help entrepreneurs build a better business with more freedom. We’re a fractional CFO service, but we provide a lot more than typical financial reporting. We bring data clarity, team training, and a proven playbook to help our clients’ businesses thrive.

We’re a young company (just over two years in) with a small, driven team — and we’re hitting a growth phase that’s stretching the CEO and other team members in new and exciting ways. Our size allows us to move quickly, collaborate closely, and innovate constantly — all while staying deeply connected to our clients and the impact we’re making in their businesses.

Company Core Values

Head on a swivel: We ask “what does this mean?” and “what if?” like other people ask about the weather. Never satisfied with the status quo, we are always looking for ways to improve. Whether it’s getting to the bottom of an issue instead of applying a band-aid, or reimagining our entire client onboarding process, we see potential where others see problems.
Elevate with tech: The accounting space is typically filled with manual work and outdated processes, but we’re not like that. We employ the latest tools and automation to elevate our team, allowing them to focus on what humans do best – human relationships, strategy, and creative thought.
Extreme ownership: Each team member is an expert in their role, and is trusted with that role. We believe that decisions should be made by the ones closest to the action. Team members own their decisions, results, attitude, communication with colleagues, and HOW things get done.
Good with numbers: We’re numbers nerds. The kind of people that look at a math problem and think “that looks kinda fun.” Drawn to the quantifiable, we use our energy for numerical reasoning, calculating, and strategy to reveal opportunities for our clients.
Servant leadership: We believe that true leaders are driven not by personal gain, but by the impact they have on others. Our goal is to help our colleagues, customers, and company achieve more. Through them, we find fulfillment.
Learn and grow every day: Curious. Life-long learners. Our team is proactive in seeking out new opportunities to learn and continuously improve their skills. We cultivate an environment that supports experimentation, fosters creativity, and encourages our team members to take smart risks.

Hiring Process

We are firm believers in data and objective assessments to reduce bias in the hiring process. For that reason we leverage an assessment tool before asking for any other information. This allows us to rate candidates on the core competencies and skills needed for the role and streamline the interview experience.

Process outline:

Online assessment – Estimated time is 37-42 minutes. The assessment is divided into 4 parts, each chosen with much thought to cover the technical skills required for the job. Doing this assessment allows us to focus our interview time on leadership and core values.

English Competency (12 min) – we’re a US-based company that requires fluent English.
Attention to Detail (12 min) – ability to thoroughly and carefully handle intricate processes
Numerical Reasoning (10 min) – aptitude with numbers and skill in interpreting them
Tech Savviness questions (3 min) – familiarity with communication and efficiency tools

ⓘ View potential timezone restrictions

Loom interview – (2-5 min) – we use Loom internally for project updates and team questions across time zones

Zoom Interview with Ops Manager – 30 minutes

Zoom Interview with CEO – 45 minutes

References

Offer

How to apply

To apply, please complete the first assessment (37-42 minutes) here: https://app.testgorilla.com/s/wbzf26ce