Executive Assistant to Co-Founder (Leadership & Growth Enablement)

Key Responsibilities

🧭 Leadership & Calendar Management (25%)

• Manage a dynamic global calendar, meetings, and travel schedule across time zones.
• Anticipate priorities, prepare daily/weekly briefs, and ensure meetings are purposeful and well-prepared.
• Maintain flexibility to manage real-time changes due to travel or business needs.
• Protect leadership time by filtering, prioritizing, and scheduling effectively.

💬 Communication & Relationship Management (15%)

• Manage the Co-Founder’s inbox and professional correspondence; respond or draft replies where appropriate.
• Maintain high-touch communication with clients, partners, and collaborators.
• Handle professional social media follow-ups, greetings, and networking coordination.
• Track important relationships — clients, conference contacts, and strategic partners — ensuring no opportunity is missed.

🔍 Research, Market Insights & Strategic Projects (30%)

• Conduct research on prospective clients, partners, and industry trends.
• Prepare briefing notes and opportunity summaries before meetings.
• Assist in competitive benchmarking, industry analysis, and special research assignments (e.g., market feedback, AI adoption trends, etc.).
• Contribute to thought-leadership and brand initiatives like Smart Outsourcing Talks, AI Accountant Collective, or The Outsource Insider.

🗂 Internal Coordination & Execution (20%)

• Capture and circulate minutes from internal meetings and ensure timely follow-ups via ClickUp.
• Liaise with Finsmart’s Pune teams to ensure leadership projects move forward on schedule.
• Track project timelines, deliverables, and cross-functional dependencies.
• Keep the Co-Founder updated on project progress and emerging risks or delays.

✈️ Travel, Events & Brand Logistics (10%)

• Plan and manage travel itineraries — flights, hotels, conference registrations, and local meetings.
• Coordinate client/prospect meetings during U.S. or domestic travel.
• Manage thoughtful touches such as greetings, gifts, and thank-you gestures for key relationships.
• Support participation in global accounting events, brand showcases, and social initiatives.

Why Join Finsmart

• Work directly with a visionary founder driving growth across the U.S. accounting ecosystem.
• Be part of one of India’s fastest-growing offshore accounting firms, serving 300+ clients globally.
• Exposure to AI, automation, and future-of-work initiatives in accounting.
• Opportunity to work on global projects, brand collaborations, and leadership operations.
• Career growth into roles like Chief of Staff or Manager – Strategic Projects & Partnerships.