Full-Time

Executive Assistant to CEO

Posted on 1/16/2025

Fieldguide

Fieldguide

51-200 employees

AI-driven platform for audit and advisory

Consulting
Fintech
AI & Machine Learning

Expert

San Francisco, CA, USA

Company is based in San Francisco but operates as a remote-first company.

Category
Executive Support
Administrative & Executive Assistance
Administrative Support
Requirements
  • 10+ years of experience supporting a CEO or equivalent in a high-growth or fast-paced environment, ideally within SaaS or technology startups
  • Based in San Francisco Bay Area
  • A master of details who can prioritize and execute multiple projects seamlessly
  • A proactive and dependable partner, adept at anticipating needs and driving solutions with minimal direction
  • Exceptional verbal and written communication skills, with the ability to interact effectively with internal and external stakeholders at all levels
  • Thrives in a rapidly evolving environment, embracing change with flexibility and a solutions-oriented mindset
  • Proficiency in Google Workspace (Docs, Sheets, Calendar) and collaboration tools such as Slack
Responsibilities
  • Manage the CEO’s calendar with foresight, ensuring alignment with organizational priorities
  • Coordinate the CEO’s travel for customer visits, events, and conferences, including booking flights, hotels, and ground transportation
  • Prioritize and prepare the CEO for meetings, such as preparing materials for customer meetings, board discussions, and speaking engagements
  • Own logistics and coordination for all ELT meetings and offsites, including scheduling, agendas, and follow-ups
  • Partner with the Chief of Staff to ensure seamless planning for ELT events and other operational needs
  • Support logistics for company-wide events and offsites as part of the planning team, focusing on ELT needs
  • Build and maintain relationships with key stakeholders, including board members, investors, and external partners
  • Coordinate schedules with the board for quarterly and ad hoc meetings
  • Handle office management tasks, ensuring an efficient and professional workplace environment
  • Coordinate company-wide meetings, such as All Hands, including scheduling and logistics
Desired Qualifications
  • Experience in a SaaS or technology startup environment preferred

Fieldguide operates in the financial technology sector, focusing on improving audit and advisory processes for businesses. Its main product, the AI Advisory & Audit Cloud, utilizes artificial intelligence to enhance efficiency, save time, and boost client satisfaction. The platform is tailored for large advisory and audit firms and is capable of managing various regulatory frameworks such as SOX, HIPAA, and FFIEC, making it adaptable for different audit needs. Fieldguide differentiates itself from competitors by offering a subscription-based service that includes features like end-to-end engagement management, automated request management, and collaborative report generation, all designed to streamline communication and improve the client experience. The goal of Fieldguide is to provide a modern, efficient solution that helps firms increase their margins and revenue while delivering high-quality service to their clients.

Company Stage

Series B

Total Funding

$45.9M

Headquarters

San Francisco, California

Founded

2020

Growth & Insights
Headcount

6 month growth

-1%

1 year growth

1%

2 year growth

-2%
Simplify Jobs

Simplify's Take

What believers are saying

  • Fieldguide's AI platform addresses the CPA talent shortage, increasing demand for its services.
  • The launch of Fieldguide Insights capitalizes on data-driven decision-making trends in CPA firms.
  • Strategic partnership with Allinial Global enhances market reach and credibility.

What critics are saying

  • Increased competition from other AI-driven audit platforms could erode market share.
  • Rapid AI technology development may lead to obsolescence if Fieldguide doesn't innovate.
  • Reliance on venture capital funding poses a risk if future rounds are unsuccessful.

What makes Fieldguide unique

  • Fieldguide offers the only end-to-end AI platform for audit and advisory services.
  • The platform supports multiple regulatory frameworks, enhancing its versatility for firms.
  • Fieldguide's AI Advisory & Audit Cloud improves efficiency and client satisfaction.

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Benefits

Unlimited Paid Time Off

401(k) Retirement Plan

Wellness Program

Home Office Stipend

Flexible Work Hours