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Executive Assistant to CFO (Remote)

Role overview

Qualifications

  • Minimum 2 years of experience in the finance department
  • Minimum 2 years of experience with project management and coordination
  • Proficient in Smartsheet, Microsoft Office (excel, powerpoint), and Docusign/Adobe sign
  • Notary Public would be an added plus

Responsibilities

  • Liaise with the Board of Directors, potential investors, law firms, banks, insurance companies, research analysts, investor relations and other professionals on behalf of finance leadership
  • Assist in the recruitment and vetting of top quality candidates for the financial sector
  • Ensure key finance deliverables are monitored and timely
  • Create and manage OKRs for the finance department

Key facts

Other skills

  • Communication
  • Organizational Skills
  • Microsoft Office
  • Multitasking
  • Time Management

About the company

KnowBe4 logo

KnowBe4

Computer Hardware & Networking

KnowBe4 is the provider of the world’s largest security awareness training and simulated phishing platform that helps you manage the ongoing problem of social engineering. Forrester Research Named KnowBe4 a Leader in The Forrester Waveβ„’: Security Awareness and Training Solutions, Q1 2020. The latest G2 Grid Report did over 500 G2 customer reviews, and KnowBe4 ranked as the top ranked security awareness training platform with 99% of users rating 4 or 5 stars, and the largest market presence among all vendors. The KnowBe4 platform is user-friendly and intuitive, and powerful. It was built to scale for busy IT pros that have 16 other fires to put out. Our goal was to design a full-featured, yet easy-to-use platform. Customers with businesses of all sizes can get the KnowBe4 platform deployed into production at least twice as fast as our competitors. Our Customer Success team gets you going in no time, without the need for consulting hours.

Company details

Company typeLarge
IndustryComputer Hardware & Networking
Company size1001 - 5000

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Job description

KnowBe4 empowers the modern workforce to make smarter security decisions every day. Trusted by more than 70,000 organizations worldwide, KnowBe4 is the pioneer of digital workforce security, securing both AI agents and humans. The KnowBe4 Platform provides attack simulation and training, collaboration security, and agent security powered by AIDA (Artificial Intelligence Defense Agents) and a proprietary Risk Score. The platform leverages 15-years of behavioral data to combat advanced threats including social engineering, prompt injection, and shadow AI. By securing humans and agents, KnowBe4 leads the industry in workforce trust and defense.

Remote positions open to the US only.

The Executive Assistant to the CFO will handle everyday tasks that assist both the Finance team and the CFO. The ideal individual will have a good understanding of finance/accounting/investor relations and the ability to exercise good judgment in a variety of situations, with strong written and verbal communication, administrative, and organizational skills, as well as the ability to maintain a realistic balance among multiple priorities. This position is also responsible for overseeing the smooth and efficient operation of the financial sector, including major projects that impact the company on a global scale. 

Responsibilities:

  • Liaise with the Board of Directors, potential investors, law firms, banks, insurance companies, research analysts, investor relations and other professionals on behalf of finance leadership 
  • Assist in the recruitment and vetting of top quality candidates for the financial sector 
  • Ensure key finance deliverables are monitored and timely
  • Create and manage OKRs for the finance department
  • Coordinate with tax and treasury departments to ensure the timely and accurate completion of banking documentation
  • Procure any items for the finance department
  • Assist with the Quarterly earnings call logistics
  • Help manage the email inbox and route correspondence for the CFO
  • Take minutes for the CFO when needed
  • Create powerpoint presentations as needed for management
  • Coordinate team building activities

Qualifications:

  • Minimum 2 years of experience in the finance department
  • Minimum 2 years of experience with project management and coordination
  • Proficient in Smartsheet, Microsoft Office (excel, powerpoint), and Docusign/Adobe sign
  • Notary Public would be an added plus

The salary for this position ranges from $90,000-$100,000, which will vary depending on how well an applicant's skills and experience align with the job description listed above.

Application deadline: 9/10/2026.  This is our good-faith estimate of the date the application window is anticipated to close. KnowBe4 reviews applications on a rolling basis and reserves the right to close the application window early if a qualified candidate for the position is identified.

Our Fantastic Benefits

We offer company-wide bonuses based on monthly sales targets, employee referral bonuses, adoption assistance, tuition reimbursement, certification reimbursement, and certification completion bonuses - all in a modern, high-tech, and fun work environment. For more details about our benefits in each office location, please visit www.knowbe4.com/careers/benefits.

Note: An applicant assessment and background check may be part of your hiring procedure.

Individuals seeking employment at KnowBe4 are considered without prejudice to race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, veteran status, gender identity, sexual orientation or any other characteristic protected under applicable federal, state, or local law. If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please visit www.knowbe4.com/careers/request-accommodation.

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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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