Senior Executive Assistant

Why Assistantly:

At Assistantly, we connect talented professionals with opportunities tailored to their skills and aspirations. Join our vibrant unicorn community, where you'll enjoy remote work flexibility, competitive pay, and a supportive environment designed for professional growth.

Unicorn Role Overview:

The Executive Assistant – Financial & Investment Support will provide high-level administrative, financial, and analytical support to the CFO, ensuring seamless workflow in investment planning, financial modeling, and accounting operations. This role requires exceptional organizational skills, strong financial acumen, and experience in commercial real estate finance.

The ideal candidate has a background in accounting, financial analysis, and property investment modeling, combined with strong executive support and communication skills. This position is critical in facilitating decision-making, financial tracking, and investment performance reporting in a fast-paced, high-impact environment.

What You’ll Do:

• 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.
  

Only resumes submitted in English will be considered.

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.

Tools You’ll Use:

• Yardi Voyager & Forecast Manager (investment tracking, lease accounting)
• Excel (financial modeling, forecasting)
• Microsoft Outlook, Word, PowerPoint
• Financial reporting & forecasting tools
• ARGUS (preferred but not required)

Time Commitment: Full-Time, 40 hours per week

Schedule: Monday - Friday, 8:00 AM - 5:00 PM EST

Benefits

What We Offer:

• 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.
• Be part of a vibrant and supportive community of Unicorns.