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Robert Half

Executive Assistant to the CFO

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Job Description

We are looking for an experienced Executive Assistant to the CFO to provide strategic administrative and operational support in San Antonio, Texas. This role serves as a key partner to the finance leadership team by coordinating priorities, managing sensitive communications, and helping maintain smooth day-to-day operations. The ideal candidate brings sound judgment, financial awareness, and a detail-focused presence while handling confidential matters with discretion.
Responsibilities:
  • Oversee the CFO's schedule by organizing meetings, resolving calendar conflicts, and aligning appointments with shifting business priorities.
  • Screen incoming messages and requests, determine urgency, and direct items to the appropriate parties for response or follow-up.
  • Prepare high-quality documents such as presentations, reports, correspondence, and briefing materials to support leadership discussions and decisions.
  • Monitor deadlines, meeting outcomes, and project milestones to help keep strategic initiatives and departmental commitments on track.
  • Maintain accurate and well-structured records for contracts, insurance files, financial documents, and internal procedures.
  • Assist with finance-related activities by gathering materials for audits, tax submissions, budget reviews, management reporting, and board-facing presentations.
  • Support administrative processes tied to invoice approvals, expense documentation, purchasing records, and contract coordination.
  • Help administer insurance programs by tracking renewals, collecting required information, issuing certificates of insurance, and following compliance requirements.
  • Partner with internal teams and external advisors such as auditors, attorneys, banks, consultants, and vendors to facilitate finance-related projects and deliverables.
  • Use Microsoft 365, SharePoint, Teams, Excel, PowerPoint, and emerging productivity tools to improve organization, workflow efficiency, and information management.