Financial Assistant to the CEO

We are seeking a highly organized, discreet, and proactive Financial Assistant to the CEO to oversee day-to-day financial operations and provide comprehensive support for personal financial matters. This role combines traditional bookkeeping responsibilities with hands-on personal financial management in a fast-paced, high-trust environment.

The ideal candidate is detail-oriented, resourceful, and capable of managing sensitive information with the utmost confidentiality. This individual will work closely with the CEO, financial institutions, and external advisors to ensure seamless financial operations across both business and personal affairs.

This is a fully in-office position, requiring five days per week in-office. The role also requires a high degree of flexibility, including availability outside standard business hours (evenings and occasional weekends), particularly when the CEO is traveling or urgent matters arise.

• Record, categorize, and maintain accurate financial transactions
• Monitor and reconcile bank accounts and credit card statements
• Process payments, invoices, and expense reimbursements
• Manage accounts payable and accounts receivable
• Prepare monthly, quarterly, and annual financial reports
• Assist with tax preparation and coordinate with external accountants and advisors

• Liaise with banks, accountants, and internal financial teams to execute transactions
• Track and manage recurring expenses (utilities, subscriptions, insurance, etc.)
• Maintain well-organized financial records, including receipts, statements, and key documents
• Oversee bill payments and ensure timely settlement of all obligations
• Monitor and manage important financial deadlines (tax filings, renewals, policy reviews)
• Respond promptly to time-sensitive or urgent financial matters, including during evenings or weekends when necessary

• Organize and maintain accurate, audit-ready financial records and documentation to support tax preparation
• Apply a solid working knowledge of tax-sensitive financial items—including expense categorization, income types, and common tax documents (e.g., K-1s)—to proactively identify relevant items and support accurate reporting
• Serve as the primary liaison with external accountants and tax advisors, ensuring timely and efficient communication
• Track and manage key tax deadlines, filings, and estimated payments to ensure full compliance
• Proactively monitor financial activity throughout the year to ensure completeness and readiness for tax reporting

• Minimum of 3 years of relevant experience in bookkeeping, financial administration, and tax support or a similar role
• Experience supporting executives or high-net-worth individuals strongly preferred
• Working knowledge of tax preparation, filings, and coordination with accountants is required
• Strong understanding of both personal and business financial management
• Exceptional organizational skills and attention to detail
• High level of discretion and ability to handle confidential information
• Proactive, responsive, and able to anticipate needs in a dynamic environment
• Strong communication skills and ability to coordinate with multiple stakeholders
• Flexibility and willingness to be available outside standard business hours when needed

This role is best suited for someone who thrives in a highly personalized, fast-moving environment and is comfortable operating with a strong sense of ownership and accountability. It is not a strictly 9–6 position, and responsiveness during off-hours is expected when urgent situations arise.

Guidepoint is a leading research enablement platform designed to advance understanding and empower our clients’ decision-making process. Powered by innovative technology, real-time data, and hard-to-source expertise, we help our clients to turn answers into action. 

Backed by a network of nearly 1.75 million experts and Guidepoint’s 1,600 employees worldwide, we inform leading organizations’ research by delivering on-demand intelligence and research on request. With Guidepoint, companies and investors can better navigate the abundance of information available today, making it both more useful and more powerful. 

At Guidepoint, our success relies on the diversity of our employees, advisors, and client base, which allows us to create connections that offer a wealth of perspectives. We are committed to upholding policies that contribute to an equitable and welcoming environment for our community, regardless of background, identity, or experience. 

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