Senior Executive Assistant

Summary

Join Assistantly's vibrant community as an Executive Assistant – Financial & Investment Support, providing high-level administrative and financial support to the CFO. This remote, full-time position requires exceptional organizational skills, strong financial acumen, and experience in commercial real estate finance. You will manage schedules, reports, and financial documents; organize meetings and presentations; and act as a liaison between internal teams and investors. The role involves financial modeling, investment analysis, and fund accounting, requiring proficiency in tools like Yardi Voyager and Excel. Assistantly offers competitive pay, profit sharing, remote work, a health and wellness allowance, and professional development opportunities.

Requirements

• Executive-level support experience, managing schedules, reports, and high-level communication
• Financial modeling & analysis proficiency (DCF models, IRR analysis, ROI forecasting) with strong Excel skills
• Experience with Yardi Voyager & Forecast Manager for lease accounting, asset tracking, and fund management
• Commercial real estate finance knowledge, including lease structures, NOI calculations, and cap rate dynamics
• Accounting & investment fund expertise, understanding capital structures, reconciliations, and investor distributions
• Microsoft Suite proficiency (Excel, Outlook, Word, PowerPoint) for professional reports and presentations
• Excellent communication & writing skills, capable of preparing professional investor summaries and executive briefs
• Highly organized & detail-oriented, ensuring accuracy in financial data and efficiency in support tasks
• Proactive & resourceful, anticipating needs and troubleshooting financial discrepancies

Responsibilities

• Serve as the primary executive support to the CFO, managing schedules, reports, and sensitive financial documents
• Organize meetings, investor presentations, and strategic planning sessions, ensuring materials are well-prepared
• Act as a liaison between internal teams, investors, and financial partners, streamlining communication and data flow
• Maintain strict confidentiality with all financial and investment-related information
• Assist in financial modeling and investment return analysis for commercial real estate assets
• Conduct DCF modeling, NOI projections, and sensitivity analyses to support investment decisions
• Work with Yardi Voyager & Forecast Manager to track lease financials, asset performance, and fund accounting
• Compile market research reports, including demographic heat maps and cap rate trends
• Support fund accounting by tracking capital contributions, investor distributions, and loan servicing
• Assist with monthly financial reporting, reconciliations, and variance analysis
• Prepare lender reports, investor summaries, and compliance documents
• Ensure accuracy in investment data entry, fund statements, and property-level financials

Preferred Qualifications

ARGUS (preferred but not required)

Benefits

• Competitive pay above market rates, profit sharing
• Permanent work-from-home opportunities
• Full-time positions tailored to your availability
• Health & Wellness Allowance
• Opportunities for professional development within the Assistantly community