If you searched Superstar Sourcing for Senior Executive Assistant - Finance (with 3 additional requirements) on January 3, 2026 you'd find 446 great candidates

This sample report shows what our sourcing engine surfaces for this search. Preview the top 30 matches below.

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Candidate Profiles

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C**** K****

Edmond, Oklahoma, United States 20 years 8 months

A perfect match, having worked as an EA supporting a CEO within the banking sector with explicit mentions of board coordination, calendar management, and budget tracking. Bank HQ EA → Midstream Energy EA. Excellent.

Work Experience

Executive Assistant to CEO ~ Pilot Logistics Services
Executive Assistant To CEO · 1 year 2 months
IBC Bank Corporate Headquarters
Executive Assistant to Chief Executive Officer
City of Guthrie
Executive Assistant to the City Manager · 6 years 4 months
Freudenberg Nonwovens
Assistant to General Manager · 2 years
+ 3 more positions

Qualification Criteria 6 met

Budget oversight
Finance industry
Board coordination
Calendar management
Executive Assistant
10+ years experience

Skills & Expertise

executive management expense reports special events press releases executive support travel management administrative support social media customer service order processing office equipment accounts payable +8 more
100%

K**** R****

San Francisco, California, United States 26 years 11 months

An excellent fit, this candidate has long tenure supporting executives specifically within high-level investment banking roles covering all required tasks. Senior EA at Citigroup Investment Banking (6+ yrs) → Senior EA at Morgan Stanley Investment Management (11+ yrs) → EA at Private Equity firm (1.5 yrs). Excellent.

Work Experience

Citigroup Investment Banking
Senior Executive Assistant · 6 years 4 months
Morgan Stanley Investment Management
Senior Executive Assistant · 11 years 1 month
Paul Capital Partners (Contract Position)
Executive Assistant · 1 year 6 months
Congregation Emanu El
Executive Assistant · 3 years 11 months
+ 1 more positions

Qualification Criteria 5 met, 1 not

Budget oversight
Finance industry
Board coordination
Calendar management
Executive Assistant
10+ years experience

Skills & Expertise

international travel travel arrangements expense reports event management office management accounts receivable management scheduling schedules logistics reports processing +8 more
100%

T*** L****

Creative events and executive administrative office functions

Norwalk, Connecticut, United States 31 years 3 months

Perfect fit - extensive EA experience supporting CEOs in the financial services sector, including private equity/venture capital environments where board interaction and financial acumen are key. EA at Blackstone → WCAS, 31 years experience. Excellent.

Work Experience

The Blackstone Group
Executive Assistant to CEO and General Partner · 6 years 7 months
Welsh Carson Anderson & Stowe
Events and Executive Office Administration · 24 years 10 months

Qualification Criteria 4 met

Budget oversight
Finance industry
Board coordination
Calendar management
Executive Assistant
10+ years experience

Skills & Expertise

financial services venture capital corporate development private equity office administration executive office administration capital management mergers acquisitions administration
95%

A*** V****

Executive Assistant - Office Manager

New Milford, Connecticut, United States 32 years 7 months

This candidate has decades of high-level EA experience supporting executives and boards specifically within major financial institutions, and explicitly mentions financial management systems. Katharine Gibbs → Goldman Sachs/EY/Hedge Funds → India Youth Fund. Yes for EA, Yes for 10+ years experience, Yes for Finance industry, Yes for Board coordination, No for Calendar management, partial for Budget oversight. Excellent.

Work Experience

EXL Service
Executive Assistant · 1 year
India Youth Fund Inc.
Senior Executive Assistant · 9 years
Ernst & Young, LLP
Senior Executive Assistant · 12 years
Lumis Partners
Office Manager & Accounting Manager · 5 years 5 months
+ 2 more positions

Qualification Criteria 4 met, 1 not

Budget oversight
Finance industry
Board coordination
Calendar management
Executive Assistant
10+ years experience

Skills & Expertise

writing c marketing accounting microsoft gmail banking database management dinners logistics flights +8 more
95%

L**** F***

Executive assistant experienced at managing business relations and special projects for C-suite executives.

Argyle, Texas, United States 20 years 11 months

This candidate looks like a very strong fit with extensive executive support experience, including board support and budget interaction. Fennlynne → C-suite support in Finance/Defense/Healthcare, 20+ years experience focusing on Executive Assistant roles. Excellent.

Work Experience

HealthONE
Education Secretary IV · 1 year 11 months
Fidelity Investments
Senior Executive Assistant
Piedmont Natural Gas
Assistant to VP of Information Services & HR Managing Director of Talent & Performance Excellence · 1 year 5 months
Cherry Creek School District
Executive Assistant II · 1 year 4 months
+ 4 more positions

Qualification Criteria 5 met

Budget oversight
Finance industry
Board coordination
Calendar management
Executive Assistant
10+ years experience

Skills & Expertise

c government finance healthcare education energy defense gmail projects leadership management budgets +8 more
95%

M**** F****

Executive Assistant

United States 34 years 3 months

Excellent match, explicitly stating experience in the financial services industry, long tenure, and listing EAM/calendar management skills in relevant roles. EA/OM @ RVK (3+ yrs) → EA @ Hewitt EnnisKnupp (7+ yrs) → EA @ AON Hewitt (8+ yrs); mentions financial services. Excellent.

Work Experience

Hewitt EnnisKnupp
Executive Assistant · 7 years 11 months
Aon Hewitt formerly Ennis Knupp + Associates
Executive Assistant · 8 years 1 month
Family Support America
Mapping and Marketing Assistant · 5 years 1 month
Acme Steel Company
Pension Administrator · 6 years 1 month
+ 5 more positions

Qualification Criteria 4 met, 2 not

Budget oversight
Finance industry
Board coordination
Calendar management
Executive Assistant
10+ years experience

Skills & Expertise

financial services process scheduler international travel customer service administrative support word processing data collection event planning travel arrangements expense reports data analysis defined benefit +8 more
95%

N**** L***

Executive Assistant and Board of Directors Coordinator

Wayne, Pennsylvania, United States 30 years 5 months

Strong fit with direct experience as an EA and Board Coordinator within an investment management firm, though explicit budget oversight isn't detailed. Career: HR Assistant → Executive Admin at O'Neill Properties Group → Executive Assistant and Board Coordinator at TIFF Investment Management. Strong.

Work Experience

O'Neill Properties Group
Chief Executive Administrator and Personal Assistant to the Chairman · 11 years 1 month
TIFF Investment Management
Human Resources Assistant
PTS Learning Systems
Executive Assistant and Office Manager to the Vice President and General Manager · 5 years 3 months
TIFF Investment Management
Executive Assistant and Board of Directors Coordinator

Qualification Criteria 4 met, 1 not

Budget oversight
Finance industry
Board coordination
Calendar management
Executive Assistant
10+ years experience

Skills & Expertise

collections insurance responsible operations hr training publishing software design logistics compliance management +8 more
95%

L**** D****

Executive Administrator/Human Resources

United States 16 years 10 months

This experienced professional has a strong background as an Executive Assistant with relevant finance sector exposure and key task mastery. Career: American Capital Group Inc. (EA/OM) → 16+ years total experience. Excellent.

Work Experience

Servpro Industries, Inc.
Office Administrator/ Account Representative · 4 years 2 months
American Capital Group Inc.
Executive Assistant/Office Manager
KiDA | Kids Institute for Development & Advancement
Independent Contractor · 1 year 2 months

Qualification Criteria 6 met

Budget oversight
Finance industry
Board coordination
Calendar management
Executive Assistant
10+ years experience

Skills & Expertise

self motivated work ethic organizational skills travel planning corporate events human resources vendor management customer service expense reports property management contract negotiations computer skills +8 more
95%

M**** T****

Super Efficient and Reliable!

Palmdale, California, United States 19 years 1 month

This candidate strongly matches all key requirements: 10+ years experience, Executive Assistant role supporting CFOs/Boards, and explicit mention of Budgeting/Forecasting and Board support functions. Office Administrator → Experience lists 10+ years of advanced executive assistance supporting CFOs and Executive Board Members, including budget/forecasting. Excellent.

Work Experience

Farm Sanctuary
Administrative Assistant · 1 year
Northrop Grumman
Budget Analyst · 4 years 6 months
Northrop Grumman
Program Cost, Schedule & Control Analyst · 2 years 3 months
Northrop Grumman
Capital Project Manager · 1 year 9 months
+ 3 more positions

Qualification Criteria 5 met

Budget oversight
Finance industry
Board coordination
Calendar management
Executive Assistant
10+ years experience

Skills & Expertise

marketing sales management organized budgeting forecasting calendars documentation research design supervising risk +8 more
95%

V**** W****

Experienced administrator with high proficiency and professional experience in calendar management, travel coordination, and all aspects of administrative support

Chicago, Illinois, United States 21 years 1 month

Excellent fit, showing direct experience as an EA in the financial services industry with explicit mention of calendar management and expense report processing. EA at Discover → EA/Comm Coordinator at Ariel Investments → 2nd VP at Northern Trust. Excellent.

Work Experience

Northern Trust
2nd Vice President, Project Management · 1 year 6 months
Discover Financial Services
Executive Assistant · 4 years 9 months
Transit Funding Associates, L.L.C.
Executive Assistant · 7 years 7 months
Peoples Gas
Executive Assistant · 6 months
+ 6 more positions

Qualification Criteria 5 met, 1 not

Budget oversight
Finance industry
Board coordination
Calendar management
Executive Assistant
10+ years experience

Skills & Expertise

financial services operations management microsoft office contact centers project management international travel travel arrangements human resources executive management corporate communications expense reports administrative support +8 more
95%

M**** B****

Executive Assistant to COO, The NORDAM Group LLC, MRO International Divisions

Tulsa, Oklahoma, United States 32 years 4 months

This candidate has extensive executive support experience, including direct board coordination and deep involvement with finance/budget committees. Exec Asst/Office Mgr → Exec Asst to COO at NORDAM (6y 1m) & Exec Asst at Arvest Bank Mortgage (1y 6m). ✔️ Executive Assistant: Yes. ✔️ 10+ years experience: Yes (32y 4m). ✔️ Finance industry: Partial (Worked in Mortgage Division at Arvest Bank, handled Audit/Finance/Investment/Budget committees at ORU). ✔️ Board coordination: Yes (Composed/managed Minutes, Dockets, Agendas for Board/Committees). ✔️ Calendar management: Yes (Implied via Board coordination/meeting planning). ✔️ Budget oversight: Yes (Handled Budget committees at ORU). Strong.

Work Experience

Oral Roberts University
Sr. Administrative Assistant, Office of the Vice President · 7 years 2 months
Oral Roberts University
Executive Assistant and Office Manager · 9 years 5 months
The NORDAM Group LLC
Executive Assistant to COO, MRO International Divisions · 6 years 1 month
Arvest Bank Mortgage Division
Executive Assistant · 1 year 6 months
+ 2 more positions

Qualification Criteria 5 met

Budget oversight
Finance industry
Board coordination
Calendar management
Executive Assistant
10+ years experience

Skills & Expertise

education management coaching planning visas documentation humanitarian freight production receptions operations legal +8 more
95%

A**** T****

Executive Assistant to the President at Anne Arundel Community College

Washington, District of Columbia, United States 35 years 10 months

This candidate demonstrates significant experience as an Executive Assistant including board interaction, calendar management, and budget reconciliation, though their current role is in education rather than finance. AACC → Committee for Economic Development (CED) → AACC. Excellent.

Work Experience

Committee for Economic Development
Director of Administration · 3 years 11 months
Group Health Association of America
Administrative Assistant · 10 months
Anne Arundel Community College
Executive Assistant to the President · 5 years 8 months
Committee for Economic Development
Executive Assistant to the President & CEO · 11 years
+ 6 more positions

Qualification Criteria 5 met, 1 not

Budget oversight
Finance industry
Board coordination
Calendar management
Executive Assistant
10+ years experience

Skills & Expertise

director administration reports database recruitment outlook calendars hotel hotels budgets c newsletters +8 more
95%

J**** H****

Executive Assistant

Bolingbrook, Illinois, United States 20 years 5 months

This candidate seamlessly combines executive support with direct finance, administration, and board interaction, including managing financials for the Chairman's office/Foundation, far exceeding the 10-year mark. Director of Finance & Admin at Collegis/Salt Creek Ventures (20 yrs total exp, including accounting/calendar/board communication). Excellent.

Work Experience

Salt Creek Ventures
Director Of Finance And Administration · 20 years 4 months
Collegis Education
Director Of Finance And Administration · 10 years 10 months

Qualification Criteria 6 met

Budget oversight
Finance industry
Board coordination
Calendar management
Executive Assistant
10+ years experience

Skills & Expertise

written correspondence education director finance administration typing powerpoint accounting computers payments analysis projects +1 more
95%

B**** J****

Vice President - Hageman Enterprises, LLC

Orange County, California, United States 14 years 6 months

This candidate has strong executive support experience in a finance-adjacent role, covering most needs. VP/EA at Hageman → EA at Delivery Drivers (4.5yr) → Bookkeeper/Controller, supported CFO on finance projects, managed budgets, calendars, and meetings with investors. EA at Delivery Drivers, LLC (4.5yr) → Bookkeeper/Controller (Hybrid) → VP at Hageman. Excellent.

Work Experience

Hageman Enterprises, LLC
Vice President
Delivery Drivers, Inc.
Executive Assistant · 4 years 6 months
Cache
Assistant Manager · 2 years 6 months
Michael Kors
Visual Assistant · 1 year 8 months
+ 1 more positions

Qualification Criteria 4 met

Budget oversight
Finance industry
Board coordination
Calendar management
Executive Assistant
10+ years experience

Skills & Expertise

cpa investors vendor management finance projects payments reports calendars hr budget c +8 more
95%

M**** K****

Executive Administrative Assistant at JPMorgan Chase & Co.

New York, New York, United States 20 years 7 months

This candidate is an excellent match, currently working as an Executive Administrative Assistant at a major financial services company (JPMorgan Chase & Co.) with 20+ years of experience, including budget management and calendar duties; board coordination is implied through supporting communications/events for Wealth Management leadership. JPMorgan Chase & Co. → Current role. Excellent.

Work Experience

JPMorgan Chase & Co.
Executive Administrative Assistant
ON YOUR MARK, INC.
Residential Habilitation Counselor · 3 years 6 months
Deutsche Bank Americas Foundation
Associate · 2 years 11 months
Deutsche Bank Americas Foundation
Administrative Assistant · 2 years 7 months
+ 3 more positions

Qualification Criteria 5 met

Budget oversight
Finance industry
Board coordination
Calendar management
Executive Assistant
10+ years experience

Skills & Expertise

financial services event planning project management management marketing marketing communications administrative support expense reports wealth management internal communications social media crisis communications executive leadership +8 more
95%

C**** J****

Executive Assistant to Senior Vice President and CFO, U.S. at Prudential Financial

New York City Metropolitan Area, United States 26 years 8 months

This candidate is an excellent fit, supporting a CFO for nearly a decade and handling calendar and expense review. Worked at Prudential Financial → current role as EA to SVP/CFO, showing consistent senior support in finance. Strong.

Work Experience

Prudential Financial
Administrative Assistant, Distribution Channel · 5 years 5 months
New Community Development Corporation
Executive Assistant to the CEO and the COO · 1 year
Prudential Financial
Accounting Clerk/Supervisor, Disbursement Control Unit · 8 years
PANALPINA
Administrative Assistant · 1 year
+ 2 more positions

Qualification Criteria 5 met, 1 not

Budget oversight
Finance industry
Board coordination
Calendar management
Executive Assistant
10+ years experience

Skills & Expertise

executive support meeting planning general ledger administrative support business correspondence trade shows ms access access database performance reviews strategic planning travel arrangements security clearance +8 more
95%

D**** S****

Executive Assistant at Lazard

United States 26 years 7 months

Excellent background with recent EA roles supporting C-suite in finance/investment settings, showing strong calendar and process management. Lazard (EA) → Amunix (EA to CEO/CBO/CTO) → GIC (Finance/Accounting EA). Strong.

Work Experience

GIC
Executive Administrator, Finance and Accounting Department · 3 years
GIC
Office Manager · 4 years
GIC
Administrative Officer, Finance and Accounting · 3 years
GIC
Executive Administrative Officer, Finance and Accounting Department · 3 years
+ 4 more positions

Qualification Criteria 5 met, 1 not

Budget oversight
Finance industry
Board coordination
Calendar management
Executive Assistant
10+ years experience

Skills & Expertise

finance accounting coordination planning tax billing onboarding documentation payments vendor software database +8 more
95%

K**** B****

Senior Administrative Assistant at Zillow

Broomfield, Colorado, United States 15 years 7 months

This is a very strong match, currently an EA supporting finance and strategy VPs, heavily involving complex calendaring and meeting preparation/logistics which often touches on board support. Senior Admin Asst at Zillow (supporting VP Finance) → prior roles in Education/Tech. Excellent.

Work Experience

Zillow
Senior Administrative Assistant
Lumen Technologies
Administrative Assistant · 4 years 1 month
Gloo
Executive Assistant To Chief Executive Officer · 6 months
William Jewell College
Student Worker/ Assistant · 3 years 10 months
+ 4 more positions

Qualification Criteria 4 met, 1 not

Budget oversight
Finance industry
Board coordination
Calendar management
Executive Assistant
10+ years experience

Skills & Expertise

education technology microsoft outlook word powerpoint visio sharepoint databases sap concur oracle +8 more
95%

C**** M****

Administrative Assistant at The Blackstone Group

United States 19 years 3 months

Excellent match, having served as an Executive Assistant in a merchant bank (The Sage Group), demonstrating finance industry exposure, board coordination support (to Ambassador), calendar management, and budget oversight experience (tracking income/expenses). Ex-Blackstone Group → Sage Group (EA to Chairman), 19 years total experience. Excellent.

Work Experience

Cantillon Capital Management LLC
Executive Assistant / Human Resources & Compliance Assistant · 2 years 6 months
The Blackstone Group
Administrative Assistant
Media Arts Lab
Executive Assistant · 2 years 8 months
The Sage Group, LLC (US)
Executive Assistant to Ambassador Rockwell Schnabel, Chairman · 4 years 1 month
+ 3 more positions

Qualification Criteria 6 met

Budget oversight
Finance industry
Board coordination
Calendar management
Executive Assistant
10+ years experience

Skills & Expertise

compliance projects reporting tax reports organized director management hr legal documentation health +8 more
95%

J**** C****

Experienced Executive Personal Assistant with a demonstrated history of working in the financial services industry. Skilled in Investor Relations, Asset Management, Marketing, and High Net Worth Individuals.

Palm Bay, Florida, United States 32 years 6 months

This candidate is a strong fit, explicitly stating experience in the Financial Services Industry, 32+ years experience, Executive Personal Assistant role, and detailed calendar management (complex schedules). Board coordination is implied through supporting a Chairman/CIO, and expense reports touch on budget oversight. Exp: EPAS at Private Sector → EPAS at Aurelius Capital Management LP (Financial Services). Strong.

Work Experience

LMI Capital Partners, LLC
Executive Assistant/Office Manager to Managing Member/President · 6 months
Private
Executive Personal Assistant to the retired Chairman CEO of a Fortune 500 Company · 1 year 1 month
Dorsey & Whitney
Executive Legal Secretary to Tax Partner · 4 years 5 months
Bessemer Trust
Executive Assistant · 9 years 2 months
+ 4 more positions

Qualification Criteria 5 met

Budget oversight
Finance industry
Board coordination
Calendar management
Executive Assistant
10+ years experience

Skills & Expertise

high net worth individuals financial services investor relations asset management management marketing human resources administrative support facilities management general ledger investment advisory estate planning transaction processing +8 more
95%

S**** H***

Executive Assistant

Atlanta, Georgia, United States 33 years 6 months

This candidate has extensive experience as an Executive Assistant supporting C-suite executives including CFOs within what appears to be the finance sector. TTV Capital, LLC (25 years 8 months) → Executive Assistant/Business Manager supporting Chairman/CEO/CFO, handling extensive calendar management, monthly budget maintenance, financial reports, and coordinating with CPAs/auditors. Excellent.

Work Experience

TTV Capital, LLC
Executive Assistant/Business Manager · 25 years 8 months
Beverly Murphy Home
Executive Assistant/Business Manager · 1 year 5 months
A Southern Company
Project Leader/Senior Client Support · 6 years 8 months

Qualification Criteria 6 met

Budget oversight
Finance industry
Board coordination
Calendar management
Executive Assistant
10+ years experience

Skills & Expertise

p less management powerpoint reports distribution investors technology computers servers responsible payroll +8 more
95%

E**** H***

Executive Assistant | Project Management | Communication | Event Coordination | Estate Management

Los Angeles, California, United States 16 years 1 month

Excellent match as the candidate explicitly states long experience as EA in the financial services industry, supporting high-level executives, and mentions complex scheduling. EA at private investment firm (4yr) & hedge fund (5yr) → EA to Chairman, managing complex scheduling demands. Excellent.

Work Experience

Andell Inc.
Executive Assistant to the Chairman · 4 years 1 month
USC Annenberg School for Communication & Journalism
Development Administrative Assistant · 2 years 5 months
Empyrean Capital Partners
Investor Relations Associate · 2 years 7 months
Empyrean Capital Partners
Administrative Assistant · 2 years 11 months
+ 2 more positions

Qualification Criteria 4 met, 2 not

Budget oversight
Finance industry
Board coordination
Calendar management
Executive Assistant
10+ years experience

Skills & Expertise

financial services investor relations business development administrative support project management special events acting scheduling confidentiality management communications operations +8 more
95%

P**** F****

Executive Office Professional

San Diego County, California, United States 26 years 5 months

This candidate has substantial executive support experience, including calendar management for multiple high-level executives, with a history in the finance sector. Ex-LPL Financial (10 yrs) → Harmony Healthcare, 26 years experience total. Excellent.

Work Experience

Bechtel/SAIC
Executive Administrative Assistant · 6 years 11 months
LPL Financial
Executive / Sr.Administrative Assistant · 10 years 4 months
Harmony Healthcare
Executive Assistant to CEO · 2 years 1 month
Conservative financial
Part-time rental assistant · 15 years 1 month
+ 1 more positions

Qualification Criteria 4 met, 2 not

Budget oversight
Finance industry
Board coordination
Calendar management
Executive Assistant
10+ years experience

Skills & Expertise

p less reports concur buying ariba scheduling outlook calendars processing organizing food +8 more
90%

I*** B****

Legal Assistant

Miami, Florida, United States 23 years 5 months

This candidate has direct experience managing IT budgets, coordinating reports for the board, and extensive EA work, satisfying most criteria except explicit confirmation of the finance industry sector (though banking/financial services exposure exists). Legal Asst → EA at bank/IT → EA at logistics/tech firms, 23 years total experience. Excellent.

Work Experience

Coca-Cola Refreshments
Sr Administrative Assistant · 1 year
CompuPay
Executive Assistant / Business Control Analyst · 2 years
Avaya
Sr. Administrative Assistant · 4 years
Southern Wine & Spirits
Sr. Administrative Assistant · 2 years
+ 5 more positions

Qualification Criteria 5 met

Budget oversight
Finance industry
Board coordination
Calendar management
Executive Assistant
10+ years experience

Skills & Expertise

legal capital expenses training budget liaison reports management calendars scheduling payroll projects +8 more
90%

D**** G****

Executive Assistant at Wolfspeed, Inc.

Raleigh, North Carolina, United States 29 years 10 months

Excellent direct match for the finance industry experience, board coordination, and strong alignment on calendar management and budgeting/invoice analysis skills, supported by 29+ years of experience. Most recently supported CFO/CEO in a semiconductor/materials firm (Cree/Wolfspeed), demonstrating board, finance operations, and cost-saving/budget awareness. Excellent.

Work Experience

Wolfspeed
Executive Assistant To Chief Executive Officer · 6 years 11 months
GECAS
Executive Admin · 2 years 6 months
Cree, Inc.
Executive Assistant to Chief Financial Officer · 10 years 2 months
Dex One Corporation (Formerly R.H. Donnelley)
Executive Assistant / Communications Coordinator · 14 years 11 months
+ 1 more positions

Qualification Criteria 5 met

Budget oversight
Finance industry
Board coordination
Calendar management
Executive Assistant
10+ years experience

Skills & Expertise

calendars director organized outlook management investors consultants responsiveness audit purchase processing analysis +8 more
90%

D**** D****

Executive Assistant with Regional Financials Expertise

Fallbrook, California, United States 21 years 9 months

Exceptional match, demonstrating direct ledger management, budget creation, and financial reporting within a real estate/property management context which is closely related to finance. Greystar (EA, 9 yrs 9 mos) working with large ledgers and budgets. Excellent.

Work Experience

Bensinger, DuPont & Associates
Vice President · 12 years
Greystar
Executive Assistant · 9 years 9 months

Qualification Criteria 5 met, 1 not

Budget oversight
Finance industry
Board coordination
Calendar management
Executive Assistant
10+ years experience

Skills & Expertise

director management budget budgets payroll auditing compliance performing expenses property forecasting reports +8 more
90%

S**** M****

Executive assistant with global financial services experience.

New York City Metropolitan Area, United States 30 years 8 months

This candidate explicitly has global financial services experience, extensive EA background, and manages complex calendars and expenses, making them a very strong match for the core requirements. Ex-Greenwich Associates (10yrs) → Cross Ocean Partners. Excellent.

Work Experience

Freelance
Administrative Support · 6 months
Greenwich Associates
Sr. Executive Assistant to CEO & Founder/Administrative Coordinator/Specialist · 7 years
Greenwich Associates
Executive Assistant/Editorial Coordinator/Copy Editor · 12 years
Greenwich Associates
Sr. Executive Assistant and Manager, Global Administrative Services · 10 years
+ 1 more positions

Qualification Criteria 4 met, 1 not

Budget oversight
Finance industry
Board coordination
Calendar management
Executive Assistant
10+ years experience

Skills & Expertise

producing microsoft accountability energy responsible training testing workflow technology editorial consulting reports +8 more
90%

J**** H***

Senior Executive Assistant

New York, New York, United States 17 years 5 months

This senior EA has strong experience, hits the tenure requirement, and explicitly lists budget oversight, suggesting high-level EA work suitable for finance given the context of C-suite support. SEA/Strategic Partner → 10+ years supporting C-suite → Pioneer Natural Resources (Energy, related to finance sector operations). Excellent.

Work Experience

Grubb & Ellis Realty Investors
Executive Assistant to VP of Asset Management · 4 years 4 months
Pioneer Natural Resources Company
Executive Assistant to VP Chief Accounting Officer · 3 years 4 months
Pioneer Natural Resources Company
Executive Assistant to VP Chief Accounting Officer/Executive Assistant for Project Fusion · 1 year 8 months
Pioneer Natural Resources Company
Senior Executive Assistant
+ 4 more positions

Qualification Criteria 4 met

Budget oversight
Finance industry
Board coordination
Calendar management
Executive Assistant
10+ years experience

Skills & Expertise

operational excellence event planning project management change leadership vendor management employee engagement administrative support travel arrangements corporate events team building expense reports asset management +8 more
90%

A** G****

Sr Executive Assistant to SVP, Chief Financial Officer at Weyerhaeuser

Seattle, United States 20 years 8 months

This candidate appears to be a strong fit, coming from a very relevant background supporting a CFO at a large firm, although the current tenure is very short. Career: KPMG US (EA to Partners/MDs & Board engagement) → Weyerhaeuser (Sr EA to SVP/CFO). Excellent.

Work Experience

Mondelēz International
Regional Administrative Coordinator · 9 years 11 months
Grainger
Senior Sales Administrative Assistant · 3 years
Weyerhaeuser
Executive Assistant · 1 month
KPMG US
Executive Assistant · 7 years 11 months

Qualification Criteria 5 met, 1 not

Budget oversight
Finance industry
Board coordination
Calendar management
Executive Assistant
10+ years experience

Skills & Expertise

proactive creative director onboarding logistics sales gps processing reporting budget taleo hr +8 more
90%

S**** H****

Executive Assistant

Leland, North Carolina, United States 31 years 6 months

This candidate is an excellent fit, showcasing direct experience acting as Board liaison, managing calendars, and supporting the CFO/Finance team multiple times across their career, easily exceeding 10 years experience. EA roles in various tech/finance adjacent companies, including direct CFO/Board support. 30+ years total experience. Excellent.

Work Experience

Freddie Mac
Executive Coordinator · 1 year 2 months
International Computer Networks
Office Manager · 3 years
Baker Tilly Virchow Krause, LLP
Executive Assistant · 2 years 11 months
OGSystems
Executive Assistant · 2 years 7 months
+ 4 more positions

Qualification Criteria 6 met

Budget oversight
Finance industry
Board coordination
Calendar management
Executive Assistant
10+ years experience

Skills & Expertise

preparation presentations reports management calendars analysis budgets liaison coordination finance expense reports office management +3 more
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