Executive Operations & Finance Specialist – AI & Automation

• Provide direct administrative support to company executives
• Manage calendars, schedule meetings, coordinate appointments, and prioritize executive commitments
• Prepare meeting agendas and supporting materials, take notes, and track follow-up items
• Draft and edit emails, reports, presentations, letters, and other business communications
• Coordinate travel arrangements, reservations, itineraries, and related logistics
• Assist with special projects and ensure deadlines and commitments are completed
• Communicate with employees, tenants, vendors, lenders, business partners, and other stakeholders
• Help executives stay organized across multiple companies, properties, and projects
• Prepare and maintain financial reports, operating dashboards, budgets, and forecasts
• Analyze revenue, expenses, occupancy, cash flow, and budget variances
• Assist with monthly KPIs and explain trends and results
• Run financial models for acquisitions, developments, and other business decisions
• Identify processes for improvement through AI, automation, or system integration
• Build and maintain AI-assisted workflows for finance, accounting, operations, marketing, leasing, construction, and executive administration
• Use AI tools to analyze information, summarize documents, prepare reports, draft communications, and support decision-making
• Develop automated dashboards, templates, and internal tools
• Evaluate AI applications and recommend beneficial tools
• Connect information across accounting, property-management, payroll, expense-management, and construction systems
• Train employees to use approved AI tools
• Measure improvements in efficiency, accuracy, productivity, and cost
• Administer company software platforms and business systems
• Manage onboarding and offboarding in technology systems, including accounts, permissions, and equipment assignments
• Coordinate with technology vendors and service providers
• Evaluate and implement technology solutions
• Provide basic technical support and troubleshooting
• Monitor software subscriptions, licenses, and renewals
• Assist with cybersecurity, access controls, password management, and technology best practices
• Support integrations between HR, payroll, accounting, communication, and operational platforms
• Keep executives organized, prepared, and focused on priorities
• Produce accurate, timely financial reporting and improve leadership visibility into performance
• Reduce repetitive administrative and financial work
• Improve organization and accessibility of company information
• Help leadership make faster, better-informed decisions

• Bachelor’s degree in finance, accounting, business, information systems, or a related field is preferred
• Previous experience as an executive assistant, financial analyst, accountant, business analyst, or similar position
• Strong organizational and time-management skills
• Experience with financial reporting, budgeting, accounting, or data analysis
• Advanced proficiency with Microsoft Excel or Google Sheets
• Strong interest in artificial intelligence, automation, and emerging business technology
• Excellent written and verbal communication skills
• Exceptional attention to detail, judgment, discretion, and follow-through
• Ability to manage multiple priorities in a growing, entrepreneurial organization
• Ability to work independently, anticipate needs, and take ownership of assignments
• Comfortable researching new technology and learning unfamiliar software
• Experience supporting a business owner, executive, or senior leadership team
• Experience with financial modeling, dashboards, or business intelligence platforms
• Experience in commercial real estate, property management, construction, self-storage, or real estate development
• Experience with tools such as ChatGPT, Microsoft Copilot, Power BI, Power Automate, Zapier, Make, or similar platforms
• Working knowledge of APIs, SQL, Python, or other automation tools is helpful but not required
• CPA, CMA, MBA, or another relevant certification is a plus but not required
• Ability to work Monday–Friday, 8:00 AM–5:00 PM CT
• English proficiency sufficient for professional work; resume must be formatted in English

• Remote work arrangement
• Independent contractor flexibility (contractors are responsible for their own equipment, taxes and benefits)