Executive Assistant-CFO/Legal

Job Description

Job Description

GENERAL SUMMARYThe Executive Assistant to the CFO provides high-level administrative support to ensure the CFO, General Counsel, and CAO can efficiently accomplish critical tasks and company initiatives. This role owns calendar, travel, and logistics management, and takes a hands-on role in building and formatting Board and executive presentations - turning outlines and data into polished, boardroom-ready decks. The ideal candidate combines strong organization with design sensibility, sound judgment, and discretion.ESSENTIAL DUTIES & RESPONSIBILITIESServes as the central point of contact for the CFO's office, coordinating across other executives, the Board, and staff.Provides administrative support to the CFO, General Counsel, and CAO, proactively managing meetings, appointments, priorities, and correspondence.Plans and manages travel logistics for the CFO - flights, hotels, ground transportation, and itineraries - anticipating needs to keep travel smooth and well-organized.Builds and formats Board and executive presentations, including layout and visual design, to produce clear, polished, boardroom-ready decks.Develops, coordinates, and manages agendas and action items for executive meetings.Manages the collection, organization, and filing of financial and legal records.Leads the development, review, editing, and publication of all decks and communications for the Board of Directors and related committees.Makes all arrangements for the Company's annual shareholders meeting and coordinates with the Company's transfer agent to mail annual reports, proxy statements, and cards to shareholders.Prepares paperwork for equity vests for current and former employees and Board members; coordinates payment receipt with outside broker(s) and share disbursement with the transfer agent.Prepares NSP and Synergy wire transfer payments, distributes copies to appropriate personnel, and maintains a log and file of all charges and supporting documentation.Manages expense reports and related materials to ensure timely reimbursement of approved expenses.Able to be physically present in the Company's office in Lehi, Utah, Monday–Friday.TOP QUALIFICATIONSPresentation design skills - fluent in PowerPoint with a strong eye for layout and visual clarity; able to turn raw content into a polished, executive-ready deck.Proven executive support experience - 5+ years supporting a C-suite executive at the corporate level.Strong travel and calendar management - track record managing complex, high-volume travel and scheduling with minimal oversight.Discretion and judgment - experience handling confidential financial, legal, and Board-level material.Financial/corporate fluency - comfortable with numbers, equity administration, expense processes, and public-company rhythms (Board cycles, shareholder meetings, filings).EXPERIENCE / EDUCATION / SKILLSStrong proficiency with Microsoft PowerPoint, Excel, and Word, including deck design and formatting.Solid verbal and written communication skills.Strong attention to detail and excellent organizational skills.Able to multi-task and consistently meet or exceed deadlines.Demonstrated approach emphasizing solving problems, anticipating issues, improving efficiency, and adding value.A proactive approach requiring minimal supervision, oversight, or direction.Associate 's or bachelor's degree preferred.Five-plus years of progressively responsible Executive Assistant experience, preferably at the corporate/public-company level, or an equivalent combination of education and experience.Comfortable with numbers and financial concepts/principles.Professional, collaborative, respectful of confidentiality, and a high degree of tact required.