About the Role

We’re looking for a detailoriented, proactive Executive & Finance Assistant to support one senior executive and the executive office. You’ll manage calendars and time, coordinate people/meetings/events, and provide handson support with daytoday accounting and financial operations. This is an excellent role for someone with a finance or legal background who understands financial statements, reports, and filings—and wants meaningful exposure to executive operations.

Location: Redwood City, CA or Palo Alto, CA (onsite)

Key Responsibilities

Executive Support

• Own calendar and time management for the executive; schedule, confirm, and optimize meetings and work blocks.

• Coordinate travel, meeting logistics, agendas, materials, and followups; take notes and track action items.

• Triage and prioritize communications; draft and proofread executive correspondence and presentations.

Finance & Accounting Support

• Assist with expense tracking, reimbursements, vendor invoices, and purchase orders.

• Help maintain accurate records and organized digital filing for statements, contracts, and reports.

• Support monthly/quarterly close tasks (e.g., pulling statements, reconciling transactions, preparing summaries).

• Assist in preparing or reviewing financial statements, management reports, and relevant filings under guidance from finance/legal.

• Maintain trackers and light dashboards (cash flow, payables/receivables, budget vs. actuals).

People, Meetings & Events

• Plan and run internal/external meetings and small events: invitations/RSVPs, agendas, room/event setup, A/V, catering, and dayof coordination.

• Coordinate crossfunctional participants and followthrough on decisions and tasks.

• Maintain office readiness (supplies, guest reception, conference room scheduling).

Basic Qualifications

• Education/Background: Studying or trained in Finance, Accounting, Economics, Business, or Law (B.A./B.S. in progress or completed).

• Knowledge: Working understanding of financial statements (P&L, Balance Sheet, Cash Flow), reports, and regulatory/organizational filings.

• Tools: Proficiency with Excel/Google Sheets (lookups, pivot tables), Google Workspace or Microsoft 365; familiarity with QuickBooks, Xero, or similar is a plus.

• Skills: Exceptional organization, attention to detail, written/verbal communication, and discretion with confidential information.

• Work Style: Reliable, proactive, and comfortable juggling priorities and deadlines.

• Availability: 20 hours per week, scheduled within 10 a.m.–6 p.m. on mutually agreed days; able to be onsite.

• Nice to Have: Event coordination experience; basic data analysis; experience with contracts or compliance in a legal setting.

Success in the First 90 Days

• Executive calendar and weekly cadence running smoothly with clear priorities and buffers.

• Consistent, accurate handling of expenses, invoices, and reconciliations; neatly organized financial files.
• A simple meeting/event “playbook” (templates, checklists, vendor list) that improves speed and consistency.

Compensation & Employment

• Type: Part-time

• Compensation: $2,500 / month

• Growth: Strong performers will be considered for fulltime conversion and long-term employment with expanded responsibility

If you’re a student, include your class schedule/availability and your earliest start date. Optional: attach a brief example of an event plan, a spreadsheet you’ve built (redacted), or a short note on how you’ve improved a process.