Hire the Best Virtual Financial Assistants
For finance leaders, focus is the ultimate competitive edge. A virtual executive assistant acts as a partner in execution, streamlining essential financial workflows and communications. This creates the space you need to drive strategy, lead your team, and make the critical decisions that matter most.
Trained
Through a 4-week training program that covers everything from resume screening to calendar tetris
Confidential
All our Recruiting Coordinators follow strict confidentiality agreements and protocols
Experienced
Proven previous experience in the same or similar roles to minimize ramp time
SUPPORTING Executives at Fast-Growing Companies Get Things Done Faster
Enhance Financial Efficiency With a Smart Virtual Assistant Solution
In today's volatile market, finance leaders face mounting regulatory pressures and the demand for real-time data analysis, pulling focus from core strategy. This is precisely why top-tier executives are turning to remote Executive Assistants. A skilled assistant immediately streamlines your workflow by managing investor relations calls, preparing pre-read materials for board meetings, and coordinating complex roadshow itineraries, freeing you to concentrate on high-stakes financial modeling and capital allocation.
This strategic partnership can reclaim over 15 hours of your week, directly boosting your capacity for critical, high-value work. Your Viva assistant handles the crucial details—from reconciling expense reports to tracking covenant compliance deadlines—so you don’t have to. We don’t just place talent; we actively coach you on effective delegation, transforming your workflow and ensuring you unlock the full potential of your new leverage from day one.
Tasks Your Finance Virtual Assistant Can Do
Schedule Financial Meetings
Your EA proactively manages all financial meeting logistics, freeing your valuable time and energy to focus on strategy and lead critical conversations with confidence.
Prepare Financial Reports
Your EA transforms financial reporting by managing data collection and stakeholder coordination, empowering you to concentrate on strategy and growth, not tedious preparation.
Manage Expense Tracking
An EA transforms expense tracking into a seamless background process, liberating your focus for strategic growth and ensuring every detail is handled with precision.
Coordinate Budget Reviews
Your EA orchestrates budget reviews by compiling data and aligning stakeholders, freeing your energy for the strategic financial decisions that drive your business forward.
Update Financial Databases
Your EA will expertly manage financial database updates, reclaiming your time and focus to confidently drive growth and steer your company's strategic vision.
Organize Tax Filings
Your EA transforms tax preparation by systematically organizing all filings, liberating your schedule and mental bandwidth to drive your company’s most critical initiatives forward.
Advantages of Hiring a Financial Virtual Executive Assistant
Navigating High-Stakes Financial Cycles
Juggling a funding round, quarterly closes, and board reporting stretches a finance leader thin, risking missed details and diluted focus. A proactive, college-educated Viva EA anticipates these pressures. They take ownership of critical finance admin tasks like customer invoicing or updating revenue trackers. This adaptability ensures they seamlessly manage shifting priorities during intense periods, keeping your operations smooth and freeing you to concentrate on high-level strategy and due diligence.
Eliminating Operational Friction
Constant interruptions from chasing expense reports or managing stakeholder communication erodes your capacity for deep work like financial modeling. A Viva EA acts as your operational force multiplier. As one CFO shared, our EAs are “responsive, efficient, and intelligent,” knowing how to drive tasks to completion. By streamlining workflows and communications, they reclaim over 15 hours of your week, allowing you to focus on strategic financial planning instead of administrative bottlenecks.
How to Hire the Best Virtual Executive Assistants
Hiring the right executive assistant for a finance role is a major challenge, and navigating the process effectively can be difficult. Viva streamlines the entire experience.
- We handle the entire recruitment and vetting journey, connecting you with pre-vetted EAs so you can choose your perfect match.
- Our streamlined onboarding process ensures your EA is integrated and adding value in under a week, with our team managing all logistics.
- We take care of all HR responsibilities, providing your EA with all necessary equipment, payroll, and a full benefits package.
Hiring Top Executive Assistants for Financial Made Simple
Frequently Asked Questions
A Financial Executive Assistant is a strategic partner dedicated to facilitating the complex financial and operational duties that underpin a C-suite executive's role. This allows leaders to reclaim their focus for high-impact growth initiatives, confident that critical financial tasks are being managed with precision and foresight.
Founders find our EAs match the caliber of top traditional hires at half the cost, a strategic move that immediately impacts your bottom line. This allows you to reinvest significant savings and an average of 15+ freed-up hours per week directly into growing your business.
Our executive assistants take ownership of crucial financial routines like invoicing and revenue tracking, giving you back time to drive high-impact decisions. They bring exceptional business acumen and proactiveness to the role, ensuring your financial operations run seamlessly so nothing falls through the cracks.
What our customers are saying
It has been so great having Maryfer’s [Viva Recruiting Coordinator] support with all recruitment & people ops stuff. It’s awesome that with all the automations she’s building, we now have a clear tracking system. It has been such a relief for me.
Having Silvi [Viva Recruiting Coordinator] has reduced my stress levels. Not only did she learn what I shared with her very quickly, but she is learning new things to share with me to make the process run so much smoother.
We lost candidates because communication was slow, and the scheduling process took too long. Since Kat [Viva Recruiting Coordinator] joined, we’ve had faster follow-ups have reduced candidate drop-off and improved their overall perception of the process.
May [Viva Recruiting Coordinator] created a custom ChatGPT model for recruitment coordination. I’ve been quite impressed. He’s clearly trying to master the role, understand it fully, and be autonomous.
Andrea [Viva Recruiting Coordinator] has been wonderful. She's sharp, responsive and has picked up my complex recruiting processes really fast. I literally don't know how I would have survived the last 3 weeks without her help.
Don’t wait until you miss a critical deadline to get the support you need
