Senior Executive Assistant: CFO + Sr Finance Leadership

Come do the best work of your life at Boulevard.

Boulevard is looking for a high-judgment, highly organized individual to support our Chief Financial Officer and provide scoped leverage across Finance senior leadership. This role is responsible for protecting and sequencing the CFO's time, improving meeting readiness and follow-through, coordinating Board, investor, and financing logistics, and ensuring CFO-related Finance leadership and planning moments are well prepared from a logistics and information-flow standpoint.

The ideal candidate for this role is someone who can operate with business context, discretion, proactive communication, and excellent follow-through. The role goes beyond traditional administrative support through calendar strategy, executive briefing, stakeholder coordination, priority triage, meeting hygiene, and structured follow-through.

The CFO is the primary supported executive. The GM, Fintech; VP, Finance + Strategy; and VP, Data Analytics receive lighter-weight, scoped support focused on priority meeting coordination, limited calendar support, occasional travel and expense support, and coverage during high-volume or business-critical periods. 

Executive Support Community of Practice

This role is part of Boulevard's Executive Support team and is expected to contribute to a community of practice focused on craft excellence and consistency across calendar strategy, meeting hygiene, travel and offsite planning, communication rhythms, stakeholder management, coverage norms, and feedback loops that help simplify how executive support operates across the business. All members of the Executive Support team are expected to provide coverage for fellow team members during PTO or business-critical gaps, as needed.

What you'll do here

CFO Calendar Strategy, Prioritization & Executive Leverage - 35%

• Own the CFO's complex and dynamic calendar, ensuring time is aligned to company priorities, Board and investor needs, Finance leadership needs, external relationships, and critical decision points.
• Treat executive time as a strategic portfolio: sequence focus time, prep windows, decision forums, external stakeholder meetings, and leadership moments intentionally rather than simply responding to incoming requests.
• Use deep context on the CFO's priorities, Finance leadership needs, Board and investor moments, and key cross-functional dependencies to make strong recommendations about calendar tradeoffs.
• Proactively manage conflicts by bringing clear options and a recommendation, including when to sequence, delegate, shorten, defer, cancel, or route a request to a more appropriate owner or forum.
• Prepare CFO ahead of key meetings, investor touchpoints, Board prep sessions, Finance leadership reviews, and cross-functional decision forums. 
• Maintain strong meeting hygiene and readiness: clear purpose, right attendees, correct duration, timely pre-reads, reliable links and logistics, and explicit next steps.
• Create and maintain a reliable system for priority communication triage across CFO-related internal and external stakeholders, including Board members, investors, banking partners, Legal, FP&A, executive leadership, and key Finance partners. Ensure high-priority threads are acknowledged, routed, tracked, and closed with minimal CFO follow-up.

 Board, Investor & Financing Logistics Coordination - 25%

• Serve as a trusted coordination point for Board, investor, banking, and financing-related logistics connected to the CFO's office.
• Coordinate quarterly Board meeting logistics in close partnership with the CEO office, Finance, Legal, and BizOps, including timelines, schedules, meeting logistics, secure materials routing, Board deck distribution support, UWC signature routing, and follow-up tracking.
• Support fundraising, investor update, banking, diligence, or other financing-related workstreams by coordinating schedules, materials routing, secure document access, data room hygiene, and logistics in partnership with Finance and Legal.
• Map multi-city or virtual meeting schedules for the CFO and CEO during capital raise, investor update, diligence, or banking processes.
• Ensure the CFO is prepared for investor, Board, banking, and financing-related meetings with the right context, pre-reads, logistics, open questions, and follow-up mechanisms.
• Organize logistics, technology setup, rooming, catering, and last-mile readiness for Board meetings, investor presentations, and related in-person or virtual engagements.
• Protect confidentiality and security across all Board, investor, financing, and company-performance materials.

Finance Leadership Support & Planning-Cycle Logistics - 15%

• Support CFO-related Finance planning moments from a logistics, readiness, and follow-through standpoint. This may include annual planning, quarterly reforecasts, budget reviews, headcount planning, business review inputs, investor updates, Board prep milestones, and Finance leadership forums.
• Coordinate schedules, attendee alignment, agenda routing, materials deadlines, reminder communications, meeting logistics, action capture, and follow-up tracking for CFO-related planning and Finance leadership moments.
• Support CFO leverage across spend, approval, procurement, contract, and vendor-related workflows by routing requests to the right Finance, Legal, Procurement, or business owner; tracking time-sensitive approvals; and ensuring context is complete before CFO review.
• Proactively surface timing, ownership, materials, or decision-readiness gaps that could create friction for the CFO or Finance leadership.
• Provide scoped secondary support to the GM, Fintech; VP, Finance + Strategy; and VP, Data Analytics through priority meeting coordination, limited calendar support, occasional travel and expense support, and coverage during high-volume periods.

Meeting Readiness, Information Flow & Follow-Through - 15%

• Turn CFO-related meetings into higher-leverage forums by ensuring agendas, pre-reads, decision needs, and logistics are clear before the meeting begins.
• Capture and track action items, owners, deadlines, open questions, and follow-ups from CFO-related meetings, Board prep sessions, investor touchpoints, Finance leadership forums, and selected cross-functional meetings.
• Maintain lightweight trackers, templates, and repeatable support systems that reduce cognitive load for the CFO without creating unnecessary process overhead.
• Synthesize high-volume inputs into crisp, actionable signal for the CFO: what matters, what needs a decision, what is at risk, and what happens next.
• Use async tools, Slack, docs, and concise written updates to reduce unnecessary meetings while keeping stakeholders aligned.
• Identify recurring support-level friction points, such as late pre-reads, unclear owners, recurring calendar collisions, or missing follow-up, and bring practical recommendations to improve the support model.

Travel, Expenses, Offsites & Coverage - 10%

• Coordinate CFO domestic and international travel, itineraries, and logistics with meticulous attention to detail, protecting executive energy and minimizing friction.
• Support expense reporting to ensure timely reconciliations and reimbursements; track receipts and ensure compliance with policy.
• Provide occasional travel and expense support for the GM, Fintech; VP, Finance + Strategy; and VP, Data Analytics during high-volume, or priority periods.
• Own or support logistics for Finance leadership offsites, departmental events, Board-related moments, and select executive operating sessions.
• Collaborate with the broader Exec Support team on the planning and logistics of semi-annual exec offsites and planning sessions
• Manage Finance org departmental event and morale budgets with sound judgment and financial stewardship.
• Participate in Executive Support team coverage expectations, including PTO coverage.

Confidentiality & Judgment - Always

• Handle sensitive information with discretion and excellent judgment, including people topics, Board and investor materials, company performance, strategic planning, security or privacy matters, and confidential financial information.
• Operate as a trusted extension of the CFO: anticipate needs, identify risks early, maintain administrative and operational excellence, and get in front of issues before they create executive or organizational drag.
• Know when to move independently, when to escalate, and when to slow down to improve accuracy, context, or stakeholder alignment.

What you'll own

• CFO calendar strategy, prioritization, meeting readiness, executive briefs, and follow-through.
• Coordination and logistics for CFO-related Board, investor, banking, financing, and diligence engagements, including scheduling, secure routing, data room hygiene, signature routing, and post-meeting follow-up tracking.
• Logistics, readiness, reminders, action tracking, and follow-up for CFO-related Finance planning and Finance leadership moments.
• Scoped secondary support for Finance senior leadership as agreed: priority meeting coordination, limited calendar support, occasional travel and expense support, and PTO or high-volume coverage.
• Priority communication routing and tracking for CFO-related internal and external stakeholders.
• Lightweight support systems that improve reliability, such as agenda templates, pre-read checklists, briefing formats, action trackers, and coverage norms within the CFO support model.
• Proactive escalation when timing, ownership, materials, or decision-readiness gaps could create avoidable friction for the CFO or Finance leadership.

What you'll need to thrive

• 7+ years of executive support, including 2-3+ years supporting a CFO or senior Finance/Operations executive in a fast-growing environment.
• Demonstrated ability to manage high-volume, high-stakes executive calendars in a fully remote environment with exceptional accuracy, judgment, and follow-through.
• Strong business judgment and ability to prioritize executive time using business context, not just request urgency.
• Working familiarity with growth-stage SaaS operating concepts and metrics, such as ARR, retention, churn, NRR, budget cycles, headcount planning, and Board or investor priorities.
• Experience supporting high-stakes external stakeholders, such as Board members, investors, banking partners, legal partners, customers, candidates, or senior business partners.
• Exceptional written and verbal communication skills, including the ability to synthesize context into crisp briefs, agendas, summaries, and follow-up notes.
• Strong coordination and process management skills, with a bias for bringing options and recommendations rather than waiting for direction.
• High bar for professionalism, discretion, confidentiality, and handling sensitive information.
• High proficiency with Google Workspace, Slack, Zoom, and modern collaboration or project management tools.

Preferred Experience

• Prior experience supporting a CFO or Finance leadership team at a growth-stage SaaS company.
• Exposure to Board processes, investor relations, fundraising, diligence, banking relationships, or secure data room management.
• Experience coordinating planning cycles, leadership forums, budget or headcount review logistics, or executive operating meetings 
• Comfort partnering with the CEO office, FP&A, BizOps, People, Legal, Procurement, Data, and the broader Executive Support team.
• Experience contributing to executive support coverage models, team norms, and community-of-practice improvements.
• Proven ability to harness Ai to create more effective and efficient workflows or processes to increase executive leverage.

Core Competencies

• Strategic prioritization: Uses business context to determine what matters most to the business and protects executive time accordingly.
• Operational excellence: Creates reliable, repeatable support systems that keep high-stakes work moving without unnecessary complexity.
• Information synthesis: Turns a high volume of inputs into a clear signal: what matters, what needs a decision, what is at risk, and what happens next.
• Executive presence: Communicates credibly with C-suite leaders, Board members, investors, and senior external partners.
• Cross-functional coordination: Moves work across teams without formal authority by clarifying timing, ownership, decision points, and follow-through.
• Judgment and discretion: Handles confidential, sensitive, or ambiguous situations with maturity, calm, and sound escalation judgment.
• Team orientation: Participates in Executive Support team PTO coverage, shared support norms, and broader community of practice.

How we'll take care of you

At Boulevard, we work hard to structure compensation in a way that balances internal equity with local market competitiveness, and we’re happy to share a good-faith estimate of the base salary range for this role. For U.S. based candidates, the anticipated base salary range is $91,600 - $114,500 per year. In addition to this base compensation, this role may be eligible to participate in a variable compensation program. Final compensation will vary based on a variety of factors which include but are not limited to applicable experience, location, and final leveling.