*why assistantly*:
at assistantly, we connect talented professionals with opportunities tailored to their skills and aspirations. Join our vibrant unicorn community, where you'll enjoy remote work flexibility, competitive pay, and a supportive environment designed for professional growth.
*unicorn role overview*:
the *executive assistant - financial & investment support* will provide high-level administrative, financial, and analytical support to the cfo, ensuring seamless workflow in *investment planning, financial modeling, and accounting operations*. This role requires exceptional organizational skills, strong financial acumen, and experience in *commercial real estate finance*.
*what you’ll do*:
- serve as the *primary executive support* to the cfo, managing schedules, reports, and sensitive financial documents.
- organize *meetings, investor presentations, and strategic planning sessions*, ensuring materials are well-prepared.
- act as a liaison between *internal teams, investors, and financial partners*, streamlining communication and data flow.
- maintain strict *confidentiality* with all financial and investment-related information.
- assist in *financial modeling and investment return analysis* for commercial real estate assets.
- conduct *dcf modeling, noi projections, and sensitivity analyses* to support investment decisions.
- work with *yardi voyager & forecast manager* to track lease financials, asset performance, and fund accounting.
- compile *market research reports*, including demographic heat maps and cap rate trends.
- support *fund accounting* by tracking *capital contributions, investor distributions, and loan servicing*.
- assist with *monthly financial reporting, reconciliations, and variance analysis*.
- prepare *lender reports, investor summaries, and compliance documents*.
- ensure accuracy in *investment data entry, fund statements, and property-level financials*.
- only resumes submitted in english will be considered._
*requirements*:
- *executive-level support experience*, managing schedules, reports, and high-level communication.
- *financial modeling & analysis proficiency* (dcf models, irr analysis, roi forecasting) with strong excel skills.
- experience with *yardi voyager & forecast manager* for lease accounting, asset tracking, and fund management.
- *commercial real estate finance knowledge*, including lease structures, noi calculations, and cap rate dynamics.
- *accounting & investment fund expertise*, understanding capital structures, reconciliations, and investor distributions.
- *microsoft suite proficiency* (excel, outlook, word, powerpoint) for professional reports and presentations.
- *excellent communication & writing skills*, capable of preparing professional investor summaries and executive briefs.
- *highly organized & detail-oriented*, ensuring accuracy in financial data and efficiency in support tasks.
- *proactive & resourceful*, anticipating needs and troubleshooting financial discrepancies.
*tools you’ll use*:
- *yardi voyager & forecast manager* (investment tracking, lease accounting)
- *excel* (financial modeling, forecasting)
- *microsoft outlook, word, powerpoint*:
- *financial reporting & forecasting tools*:
- *argus (preferred but not required)*
*time commitment*: full-time, 40 hours per week
*schedule*: monday - friday, 8:00 am - 5:00 pm est
*benefits*
*what we offer*:
- competitive pay above market rates, profit sharing.
- permanent work-from-home opportunities.
- full-time positions tailored to your availability.
- health & wellness allowance.
- opportunities for professional development within the assistantly community.
- be part of a vibrant and supportive community of unicorns.