Executive Assistant to CEO & President jobs in United States
cer-icon
Apply on Employer Site
company-logo

Bill360 · 2 weeks ago

Executive Assistant to CEO & President

Bill360, Inc. is a fast-growing financial technology company, developing cloud-native software that automates critical financial processes. The Executive Assistant to the CEO and President will serve as a trusted partner, managing complex executive workflows, coordinating high-stakes meetings, and handling sensitive matters with professionalism and precision.

AccountingBillingFinanceFinTechSaaSSoftware

Responsibilities

Serve as the primary point of contact and liaison between the CEO, President, Board of Directors, investors, and internal/external stakeholders
Anticipate executive needs and proactively manage priorities, schedules, and deliverables
Exercise sound judgment and discretion in handling confidential and sensitive information
Coordinate all aspects of Board of Directors and investor meetings, including: Scheduling and logistics, Drafting agendas and meeting materials, Compiling and distributing board decks and supporting documentation, Recording and maintaining accurate meeting minutes and follow-up action items
Assist with governance-related documentation, compliance tracking, and record retention
Support legal and executive initiatives by organizing, drafting, proofreading, and managing complex documents, contracts, presentations, and reports
Assist with special projects that require strong research, documentation, and cross-functional coordination
Collect, prepare, and synthesize information for executive meetings with internal teams and external partners
Manage complex executive calendars across multiple time zones, prioritizing competing demands
Coordinate domestic and international travel, including commercial and private air travel for the CEO and Board members
Prepare and reconcile expense reports and travel documentation
Screen and manage phone calls, emails, and correspondence on behalf of executives
Organize meetings, conferences, and special events, ensuring agendas, materials, and logistics are well-executed
Maintain systems and processes that improve efficiency, communication, and follow-through within the executive office
Perform other tasks and responsibilities as requested by the CEO and President to support organizational leadership and effectiveness

Qualification

Supporting C-level executivesMicrosoft Office proficiencyOrganizational skillsParalegal backgroundLegal documentation familiarityDiscretionResearch skillsDocument draftingProofreading skillsCommunication skillsIntegrity

Required

Proven experience supporting C-level executives in an Executive Assistant, Senior Administrative, or comparable role
Exceptional organizational, time management, and prioritization skills
Strong written and verbal communication skills with a polished, professional presence
High degree of discretion and integrity when handling confidential information
Ability to work independently, anticipate needs, and adapt quickly in a dynamic, high-pressure environment
Proficiency with Microsoft Office (Word, Excel, PowerPoint, Outlook, Teams) and modern video conferencing tools

Preferred

Background as a paralegal or legal assistant in a law firm or corporate legal department
Experience supporting Boards of Directors, investors, or executive leadership in regulated or high-compliance environments
Familiarity with legal documentation, contracts, governance materials, and records management
Strong research, document drafting, and proofreading skills

Company

Bill360

twittertwittertwitter
company-logo
The only embedded payemnts and accounts receivable (AR) platform purpose-built for small-to-mid sized B2B companies.

Funding

Current Stage
Growth Stage
Total Funding
$5.42M
2022-11-10Series Unknown· $5.42M

Leadership Team

leader-logo
Christopher J. McDonald
Software Partnerships
linkedin
leader-logo
George Mahowald
Software Partnerships | Fintech Executive Channels & Alliances / Accounts Receivable Automation
linkedin
Company data provided by crunchbase