Executive Assistant

Position Summary

The Executive Assistant provides high level administrative and operational support to the Chief Financial Officer (CFO) and serves as the primary point of contact for internal and external matters pertaining to the CFO. This role ensures the CFO’s time, priorities, and communications are managed effectively, enabling strong financial leadership across the organization. The position requires exceptional judgment, professionalism, a high level of confidentiality, discretion, and the ability to operate in a fast paced, highly visible environment while collaborating closely with the Executive Leadership Team and their administrative teams.

This role also serves as a liaison to the Board of Directors and senior management teams.

• Manage the CFO’s complex calendar and incoming requests, including prioritizing meetings, resolving conflicts, ensuring adequate preparation time, and partnering closely with the CEO’s Executive Assistant to align schedules, priorities, and cross-functional executive activities.
• Coordinate all travel arrangements, itineraries, logistics, and expense reporting, while maintaining files, records, and systems to ensure easy access to key information.
• Serve as the primary point of contact for internal and external stakeholders on behalf of the CFO, communicating directly with Board members, Executive and Senior Management, internal team members, external vendors, consultants, and investors; draft and manage correspondence, announcements, and follow-up communications.
• Support Board-related activities, including gathering and uploading materials, preparing materials and logistics for Board and committee meetings, providing backup administrative support for the Board of Directors.
• Prepare, edit, and format presentations, board materials, financial reports, policies, internal reporting and executive communications, supporting quarterly earnings cycles, leadership reviews, and other deliverables by gathering materials, tracking deadlines, and ensuring accuracy.
• Collaborate with Finance and Facilities leadership and team members to generate and maintain financial reports and presentations (including peer analysis and potential M&A materials), support strategic planning initiatives by providing dashboard reporting, assist with project management for finance initiatives, and generate monthly reporting for accounting purposes such as petty cash.
• Coordinate and support meetings, offsites, department events, and committees, including agendas, logistics, materials, attendance, and minute-taking; work in coordination with Executive Leadership administrative partners to support enterprise-wide initiatives, meetings, and communications.
• Maintain confidentiality of financial data, strategic plans, and sensitive business information, while building strong working relationships with senior leaders and external partners and supporting Finance leadership with administrative needs as appropriate.
• Perform additional duties as required.

• College education, preferred.
• 5+ years of executive administrative experience supporting C suite or senior financial leaders.
• Strong proficiency with Microsoft Office Suite (Excel, PowerPoint, Outlook), virtual meeting tools, and document management.
• Ability to analyze information, formulate conclusions and recommendations, and the ability to work independently.
• Exceptional written and verbal communication skills.
• Proven ability to handle confidential information with discretion.
• Strong professional manner and organizational skills with the ability to manage multiple priorities and deadlines.
• Experience working in a finance, corporate, or high growth environment.

The above description covers the most significant major responsibilities but does not exclude other occasional responsibilities and accountabilities, the inclusion of which would be in conformity with the major purpose of this job.

Hybrid / Waltham, MA

$41.83 - $54.33/hr – The reasonably estimated salary for this role at Cambridge Savings Bank ranges from $41.83 - $54.33/hr cambridge Savings Bank will determine actual compensation for the role based on factors…