Executive Assistant to CFO
Heffernan Insurance Brokers
Apr 2023 - Nov 2024 (1 year 8 months)
• Prepare, edit, and manage correspondence, reports, presentations, and documents, ensuring accuracy and alignment with the CFO’s objectives while maintaining strict confidentiality of sensitive information.
• Monitor and manage expense reports, budgets, and financial records for the CFO’s office, while proactively anticipating needs and addressing issues to maximize the executive’s time and focus on strategic priorities.
• Manage and optimize the CFO’s dynamic calendar, coordinating and prioritizing meetings, appointments, and events, while serving as a key liaison between the CFO, internal teams, and external partners.
• Lead the organization of complex domestic and international travel arrangements, including flights, accommodations, gro