Executive Assistants For


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Outsourcing EA services for CFOs provides an efficient way to manage administrative tasks while maintaining focus on financial management and strategic planning. Persona’s top-tier executive assistants handle various tasks, from scheduling meetings to managing correspondence and organizing financial reports. This cost-effective solution frees CFOs from the expenses associated with hiring an in-house assistant, such as employee benefits and office space. Persona’s personalized approach ensures a seamless match with an assistant who understands the unique needs of financial executives. The flexibility of outsourcing allows CFOs to scale support according to their workload, making it an ideal choice for managing financial periods, budgeting, and forecasting.

What Skills Does An EA Need To Support A CFO?

An EA supporting a CFO should possess strong communication, analytical, and problem-solving skills. They should be able to manage the CFO’s schedule and priorities efficiently, while maintaining confidentiality and handling sensitive information. An EA should be proficient in using financial software and be able to manage and maintain financial records. Additionally, an EA should be able to identify and anticipate potential financial issues, and provide appropriate solutions. Good knowledge of financial terminology and concepts is essential, as well as the ability to create reports, spreadsheets, and other financial documents. Attention to detail, accuracy, and time management skills are crucial in this role, as an EA supporting a CFO would often have to work under pressure and tight deadlines.

What Can A Virtual Executive Assistant Do For You?

1. Manage CFO schedules and calendars

2. Coordinate CFO communication and correspondence

3. Assist with budget planning and analysis

4. Manage confidential financial information

5. Handle administrative tasks

6. Facilitate communication with staff and stakeholders

7. Manage travel arrangements

8. Assist with investor relations

9. Streamline office operations

10. Provide general support to the CFO

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This includes our very own behavioral assessment software, which we use to predict who will be reliable, professional, hard-working, and a good team player.
Each of our hires is world class in:
Writing ability
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And each of them has been assessed from a personality perspective to ensure that they’ll be a good fit for the role.