Americo Financial Life and Annuity · 1 week ago
Executive Assistant to CFO
Kansas City, MO
Full-time
Onsite
Senior Level
5+ years expAmerico Financial Life and Annuity is seeking an Executive Assistant to provide high-level administrative and analytical support to the Chief Financial Officer. The role involves managing communications, scheduling, and logistics while also assisting with financial data analysis and operational tasks to ensure seamless operations for the CFO.
BankingConsultingCrowdfundingFinancial ServicesInsuranceRetirement
Responsibilities
Serve as the primary point of contact for the CFO, managing communications and ensuring timely responses
Manage the CFO’s calendar, including scheduling meetings, coordinating travel, and handling logistics
Prepare and organize materials for meetings, presentations, and reports
Anticipate the CFO’s needs and proactively address issues before they arise
Assist with financial data analysis, reporting, and spreadsheet management
Compile, review, and summarize data for decision-making purposes
Support the CFO in preparing budgets, forecasts, and performance metrics
Coordinate communication between the CFO and internal/external stakeholders
Ensure confidentiality of sensitive information and maintain discretion at all times
Handle expense reporting, invoice processing, and other financial administrative tasks
Be available outside standard business hours for urgent matters or time-sensitive projects
Adapt to changing priorities and deadlines with professionalism and efficiency
Qualification
Required
Minimum 5+ years supporting C-Suite Executives in an EA role, preferably in finance or corporate leadership
Advanced proficiency in Microsoft Office Suite (Outlook, Excel, PowerPoint, Word), data analysis tools, and financial reporting systems
Strong analytical skills for working with numbers, spreadsheets, and interpreting data
Excellent written and verbal communication skills
Exceptional time management, prioritization, and attention to detail
Ability to anticipate needs, identify issues, and implement solutions independently
Willingness to learn and initiate new and improved processes
Ability to pass a drug test and background check
Excellent verifiable references
Preferred
Bachelor's degree in Business Administration, Finance, or related field
Experience in a corporate finance environment or supporting a CFO
Familiarity with financial statements and terminology
Company
Americo Financial Life and Annuity
Americo Financial Life and Annuity is a financial services company that offers life insurance services.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Mark Fallon
Senior Vice President and Chief Financial Officer
Renee Platz
Executive Assistant-CIO/Sr VP-Investments
Recent News
Company data provided by crunchbase