For the CFO
Board-ready, without the late nights.
A dedicated EA who runs your board deck cycle and keeps the data room current, with the discretion finance work demands. Matched in 24 hours, fully managed.
“She proactively suggests things and adds notes for calls I did not know were there.”
The problem
The CFO becomes the bottleneck.
A CFO answers to the board and the auditors before anyone else. With no support, deck cycles run on late nights and IR requests sit unanswered while you travel.
The role
What does an executive assistant for a CFO do?
An executive assistant for a CFO runs the operational side of the office: the board deck cycle, audit committee scheduling, data room upkeep and investor conference travel. Everything runs under confidentiality agreements on an ISO 27001-aligned process, so sensitive work stays secure. Planning the handoff? Read how to delegate to an executive assistant.
In depth
What a Viva EA runs for a CFO
A CFO’s year runs in cycles, from board meetings to the audit. Here is what your EA owns inside each one.
- Board and committee meetings scheduled a year out
- Deck drafts routed two weeks out, pre-reads days early
- Minutes and follow-ups tracked to the next session
- Audit committee materials assembled with your controller
- Earnings weeks blocked and guarded each quarter
- IR meetings and analyst calls scheduled across time zones
- Investor updates on cadence, shareholder questions routed to owners
- Quiet periods reflected in the calendar and the inbox
- Data room kept current between raises
- Diligence requests routed to the right owner
- Open items chased until they close
- Bank and lender threads tracked to response
- Auditor request lists tracked to closure
- Fieldwork sessions scheduled before the crunch
- Filing deadlines held on the calendar
- Inbox triaged, auditor and bank threads first
- Replies drafted in your voice, discreet by default
- Requests screened and declined on your behalf
- Conference and roadshow travel booked and kept live
- 1:1 schedules at investor events managed
- Expenses filed the week you land
The bar
Only the top 1% ever reach you
Every Viva EA clears the same pipeline before they get near a CFO’s calendar. See how we vet and train EAs.
In practice
A week with your Viva EA
One cadence, held every week, so board cycles stop costing weekends.
Before Monday
Deck contributions chased and committee slots confirmed for the cycle.
Monday morning
Deck status and open auditor requests in your inbox before your first call.
Every day
Inbox triaged. Bank and investor threads flagged, replies drafted for review.
Friday
Data room updated, next cycle checkpoints set. Expenses filed.
Common question
Executive assistant vs Chief of Staff
Finance chiefs often end up with both. The EA usually comes first, because the board cycle and the audit calendar are where the late nights start.
Runs the day
- Board deck cycle and committee scheduling
- Data rooms, banking and IR threads
- Investor conference travel and expenses
- Inbox triage with auditor threads flagged
Runs the plan
- Strategic projects across the exec team
- Operating rhythm and planning cycles
- Analysis and decision memos
- Often supported by an EA of their own
Weighing both seats? Read the EA vs Chief of Staff guide, or see how we support a Chief of Staff.
Get started
Ready to get your time back?
Tell us how your board and close cycle run, and meet two vetted EAs within 24 hours, no commitment.
Viva Match
Great executive support starts with the right candidate.
A four-step process built around fit. 300+ executives matched, with a re-match rate inside 30 days under 4%.
Understand your need
30 minutes with your executive to map work style, pace, and what they actually need delegated.
Identify the strongest fit
2 pre-vetted EAs surfaced from our bench. Each one is tested against your specific brief.
Meet your candidates
Your executive picks. CSM joins the kickoff. Full access provisioned within 24 hours.
Managed support
30-day check-ins, ongoing coaching, and re-matches at no cost if there isn’t a strong fit.
96%
Executives keep their first matched EA past the 30-day mark. The other 4% are re-matched at no cost.
Cost
How much does a Viva executive assistant cost?
A flat program fee, typically around half the fully-loaded cost of a US-based in-house hire, with no recruiting markups and a one-time onboarding fee. Every plan includes a dedicated EA and a Customer Success Manager. Run your scenario in the executive assistant cost calculator.
Why Viva
Is a managed EA better than hiring in-house or going offshore?
Half the cost, none of the overhead
A flat program fee, around half the $120k to $140k fully-loaded cost of an in-house EA, with no payroll and no recruiting markups on your side. See the Viva vs in-house EA comparison.
Dedicated and US-aligned, not pooled offshore
One EA dedicated to your office, fluent in English and working your hours from Pacific to Eastern. Never a pooled offshore service.
Continuity you can count on
Viva EAs average 2+ years with their executive. PTO backfill, a dedicated Customer Success Manager and a replacement guarantee keep coverage through audit season. Gross retention runs 92%.
Proof
Leaders who chose Viva
Real words from the leaders our EAs support, operations chiefs included.
“Sophia has been welcoming, helpful, and proactive. Working with her has been a better experience than a number of in-person EAs I have worked with in the past.”
“I have been blown away by her contributions. I am no longer concerned about missing things, because I know she is looking out ahead in a way I am not.”
“Vivi has totally changed how we work at Owner. She is such a star, and I cannot imagine how we would get through the day without her.”
FAQ
Frequently asked questions
Can a Viva EA support board and audit committee meetings?+
Yes. Your EA runs the meeting calendar, routes deck drafts to contributors two weeks out, distributes pre-reads early, and tracks minutes and follow-ups to the next session.
Can an EA keep our data room current?+
That is routine work. Diligence folders stay organized between raises, requests get routed to owners and chased, and bank threads are tracked to response.
How does an EA help during audit season?+
They keep the request list moving: fieldwork sessions scheduled, document requests tracked to closure, and committee materials assembled with your controller. The judgment calls stay with you.
How are Viva EAs vetted?+
Through a five-stage recruitment process that hires the top 1% of applicants, followed by four weeks of Viva University, our hands-on training program.
Where is the talent based?+
Across 15 countries in Latin America, fluent in English and aligned to US business hours, from Pacific to Eastern.
What if the fit is not right?+
We rematch you quickly, backed by a replacement guarantee. Our oversight does not end at placement.
How do you handle confidential financial information?+
Every EA works under a confidentiality agreement on an ISO 27001-aligned process, with VPN, secure password sharing and regular data wipes.
How much does an executive assistant for a CFO cost?+
One flat program fee, around half the $120k to $140k fully-loaded cost of an in-house hire, with a dedicated Customer Success Manager included. Plans start at $3,999/mo.
Keep exploring
More ways to work with Viva
How Viva works
See how matching and onboarding actually run.
Executive assistants for VPs and directors
Support built for VP-level operators.
Support by industry
How EA support changes by sector.
Replace a departed EA
Covered in 24 hours, not three months.
Scale your team
Add a dedicated EA as you grow.
Standardize org-wide
One managed program across every leader.
Get started
Match in under 24 hours.
One discovery call. We map your executive’s needs, surface 2 pre-vetted EAs, and get you live in a day. Re-match anytime at no cost if the fit isn’t right.