Executive Assistant (Finance Focused) at Bridgemead Consulting

Role Context and Purpose

• This role exists to provide high-level, numerically rigorous, and operationally proactive support to a serial entrepreneur with diverse business interests spanning finance, audit, real estate, and strategic investments.
• The Executive Assistant will act as a trusted extension of the principal, responsible for ensuring that financial data, schedules, and operational tasks are handled with precision, foresight, and discretion.
• The position is intended for an individual who is exceptionally strong with numbers, grounded in accounting principles, and capable of applying analytical reasoning across multiple domains.
• Beyond traditional administrative support, this role requires someone who can anticipate needs, streamline complex workflows, and leverage technology and AI tools to enhance efficiency, all while maintaining accuracy and trustworthiness in a fast-paced, informal working environment.
• Success in this role depends on cognitive rigor, proactive judgment, and the ability to operate independently, delivering value consistently across all engagements and contributing meaningfully to the smooth functioning of multiple business operations.

Key Responsibilities 
Executive, Administrative G Operational Support

• Manage complex calendars, schedules, meetings, and engagements across multiple business interests, ensuring optimal prioritization and time efficiency.
• Serve as a primary coordination point for information flow, ensuring that the Principal receives clear, structured, and relevant inputs.
• Prepare detailed meeting materials including agendas, briefing notes, financial summaries, talking points, and follow-up action trackers.
• Handle correspondence, documentation, and communication with a high level of professionalism, clarity, and discretion.
• Coordinate travel logistics, engagements, and time-sensitive commitments with accuracy and foresight.
• Act as a gatekeeper, filtering, prioritizing, and escalating matters based on urgency, risk, and impact.

Accounting G Financial Discipline:

• Apply sound accounting principles in the handling, organisation, and presentation of financial information.
• Support day-to-day accounting activities including expense tracking, invoice review, reconciliations, and financial documentation.
• Assist in preparing financial schedules, summaries, and working papers for management review, audits, and external engagements.
• Maintain structured, traceable, and auditable financial records across activities and ventures.
• Review financial data for accuracy, completeness, and consistency, proactively identifying discrepancies or anomalies.
• Support audit-related documentation and ensure financial information is readily accessible and properly organized.

Numerical Analysis, Data Management G Decision Support:

• Work confidently and accurately with large volumes of numerical, financial, and performance data.
• Analyze figures, trends, and variances to support informed executive decision-making.
• Build and maintain spreadsheets, trackers, and financial models where required.
• Produce clear, concise numerical summaries, dashboards, and reports for executive review.
• Ensure absolute numerical integrity across all reports, submissions, and presentations.

Technology, AI G Process Optimization:

• Leverage AI tools, automation platforms, and digital systems to enhance productivity, accuracy, and speed.
• Use spreadsheets, financial software, and productivity tools at an advanced level.
• Continuously identify opportunities to streamline workflows, reduce manual effort, and improve reporting quality through technology.
• Maintain structured digital filing systems and secure documentation repositories.
• Stay informed on emerging tools that can improve executive and financial operations.

Research, Coordination G Problem Solving:

• Conduct in-depth research on finance-related, operational, and strategic topics as required.
• Synthesize complex information into clear, decision-ready briefs and summaries.
• Coordinate with internal teams, service providers, auditors, and external stakeholders.
• Anticipate operational, financial, and scheduling risks and propose practical solutions proactively.
• Handle ad-hoc, high-priority requests with speed, accuracy, and discretion.

Qualifications and Experiences

• Bachelor’s degree (BSc) in Accounting, Statistics, Banking & Finance, or a closely related discipline.
• ICAN qualification (Associate level or above) is mandatory.
• 2-3 years experience in accounting, audit support, finance, or finance-heavy executive support roles is a strong advantage.
• Strong, demonstrable understanding of accounting principles, financial reporting, and numerical analysis.
• Proven ability to work with precision and confidence in numbers-intensive environments.
• Advanced proficiency in spreadsheets (Excel / Google Sheets) and financial documentation.
• Extremely tech-savvy, with 2-3 years of practical working knowledge of AI tools, automation platforms, and modern productivity systems.
• Having a parent with an accounting or finance background is an added advantage, but not a requirement.
• Comfortable working in an informal, high-expectation entrepreneurial environment with shifting priorities.
• No more than 28 years of age.

Core Attributes and Competencies:

• Numerical Discipline: A deep, instinctive respect for numbers, logic, and financial accuracy.
• The candidate is uncomfortable with assumptions, approximations, or unchecked figures and naturally validates information before acting.
• Judgment G Accountability: Strong decision awareness, knowing when to escalate, when to verify, and when to act independently.
• Takes personal responsibility for outcomes, errors, and corrections.
• Precision Under Pressure: Maintains accuracy and clarity even when timelines are tight or priorities shift. Understands that in finance-related matters, correctness is non-negotiable.
• Professional Maturity in Informality: Operates with seriousness, boundaries, and discretion despite an informal working style. Understands that trust and proximity require higher standards, not lower ones.
• Cognitive Strength G Endurance: Sustains focus across dense information, repetitive numerical review, and high mental load without decline in quality.

Contract Structure and Performance Expectation:

• Duration: 6-month fixed-term contract.
• Renewal: Performance-based and discretionary, contingent on meeting agreed expectations.
• Evaluation: Progress and contributions will be reviewed before contract completion to determine renewal eligibility.
• Flexibility: Working arrangements are informal and may adapt according to operational needs.