Senior Executive Assistant to CFO, Datasite
$82.9-142k
3-4 days a week in office (Midtown NYC, NY)
SaaS provider for the M&A industry
Be an early applicant
SaaS provider for the M&A industry
1001+ employees
Be an early applicant
$82.9-142k
3-4 days a week in office (Midtown NYC, NY)
1001+ employees
Company mission
To empower the dealmaking community to work smarter and faster.
Role
Who you are
- The ideal candidate has a pleasant demeanor, strong respect for confidentiality, a collaborative spirit, and a customer-service oriented attitude
- Essential skills include excellent project management competencies, strong verbal communications and proofreading skills, database and technology savvy, a love of multitasking, and the ability to maintain calm under pressure
- Outstanding administrative and project management skills with high attention to accuracy, detail, and organization
- Ability to develop timelines and execute on time
- Sound judgment and discretion in handling confidential matters
- Calm and effective under pressure, with strong problem-solving and analytical abilities
- Exceptional verbal and written communication skills
- Diplomatic and tactful in working with diverse constituencies
- Collaborative mindset with the ability to work independently and make decisions
- Adaptability in a fast-paced, evolving environment
- Proficiency in Microsoft Office 365 (Word, Excel, Teams, PowerPoint, Outlook); Experience in Tools like Workday, Concur, Board portals like Sherpany, Docusign, is a plus
- Minimum 5 years of executive assistant experience supporting a CFO or senior finance executive
- Experience managing activities on behalf of a Board of Directors preferred
- Bachelor’s degree or equivalent education and professional experience
- Minimal travel required
- Hybrid role: Required to be in the Midtown NYC office 3–4 days per week
What the job involves
- The Sr. Executive Assistant (EA) directly reports to the CFO and works closely with the broader Finance Leadership Team (FLT)
- This role goes beyond traditional administrative duties, offering the opportunity to help coordinate finance led and support strategic projects
- This role will provide high-level administrative support to the CFO, including calendar management, travel coordination, expense reporting, and secure e-filing
- Ensure the CFO is prepared for all appointments and deadlines with necessary materials and context
- Draft and distribute correspondence, reports, presentations, and other documents—often of a highly sensitive and confidential nature
- Maintain a conflict-free calendar and ensure adequate travel time between meetings
- Serve as a trusted liaison for internal and external stakeholders, including direct communication on behalf of the CFO with Board members and senior leaders
- Demonstrate initiative by identifying and resolving issues before they escalate to the CFO
- Support NYC office facilities need and maintain Finance org charts
- Provide travel & expense support to Finance leadership team (FLT)
- Collaborate with other C-suite executive assistants to coordinate materials for management and Board meetings
- Ensure executives meet commitments and deadlines by tracking deliverables and following up on action items
- Coordinate and prepare materials for Board of Directors, Executive and Governance Committees, including agendas, minutes, resolutions, and follow-ups
- Maintain and organize board materials in secure shared datarooms, ensuring timely uploads, version control, and access permissions
- Track and archive board documents for audit and reference purposes
- Provide logistical support before, during, and after board and committee meetings
- Support and coordinate Finance-led initiatives including:
- Annual audit process (calendar management, status meetings, reporting)
- Corporate tax planning and related projects
- Financial reporting, operational metrics, dashboards, and ad hoc reporting
- Post-merger integration efforts
- Policy, process, and internal training documentation
- Assist with global auditor and accounting service provider updates
- Help plan team-building events and department culture activities
- Support onboarding, mentorship, and employee development initiatives
- Liaise with other departments and committees to accomplish special projects for the CFO
- Compile financial data and prepare reports for internal and external stakeholders
Our take
As M&A deals continue to increase in both size and frequency, key stakeholders have been actively seeking tools to streamline their work. Datasite emerges as a solution. Having transitioned from its original focus on communications, the company now offers a suite of SaaS products tailored for M&A professionals, serving approximately 75% of the leading legal firms in the field.
Benefiting from its extensive experience in the industry, Datasite has successfully transformed into a more contemporary business entity. It has recently introduced highly acclaimed AI-powered technology to assist in deal preparation, asset marketing, and facilitating buy-side acquisitions.
With significant global expansion and strategic acquisitions, Datasite remains committed to enhancing its platform capabilities. Notably, in March 2023, it unveiled Datasite Cloud, specifically designed to streamline every aspect of the dealmaking process within a unified platform.
Freddie
Company Specialist at Welcome to the Jungle
Insights
-7% employee growth in 12 months
Company
Company benefits
- Culture and benefits built around work-life balance
- Extensive resources to support physical and mental health
- Employee assistance program
- Generous retirement plans
- Incentives for referring new colleagues
- Learning, training and mentoring programs
- Cross-functional projects
- Stretch assignments to help you progress
- Receive feedback and earn bonuses from peers & managers
- Employee bonding activities
- ESG and charitable team initiatives
Company HQ
Downtown West, Minneapolis, MN
Leadership
Rusty Wiley
(President & CEO, not founder)Before joining Datasite, Rusty held various executive roles at IBM Corporation, most recently, as General Manager, Banking & Financial Markets. Upon joining Datasite in 2014, Rusty led the successful transformation from a communications and print-related business into a global M&A SaaS technology company.
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