Administrator, Finance

CFP BD OF STANDARD CTR FOR FINANCIAL PLANNING•Washington, DC

1d•$55,000 - $65,000•Hybrid

About The Position

The Administrator, Finance performs a wide range of projects and assigned tasks in support of the functions of Finance, Accounting, IT and Facilities Management. Reporting to the CFO, the Operations Coordinator will assist in planning and executing the activities that align with the departmental goals. This position works on programs which are part of the 501 (c)(3) and 501 (c)(6). CFP Board believes that diversity of experience and perspective are strengths and seeks to continue to grow a highly committed, skilled, and collaborative staff. CFP Board is an Equal Opportunity Employer.

Requirements

Bachelor’s degree or equivalent experience in business, education, or communications required
Minimum 2 years’ experience in office operations, office administration or facilities
Intermediate to Advanced skills in PowerPoint and Excel with a desire to continually improve skills in those two software
Ability to Learn and the organization’s financial reporting tool for budget management and cost analysis
Ability to define problems and manage toward solution
Detail oriented, creative problem solver with a natural curiosity to challenge ways of thinking
Effective interpersonal communication skills
Ability to prioritize and manage multiple projects and people simultaneously, and follow through on issues in a timely manner
Ability to work and collaborate as a part of a motivated, driven team
Ability to communicate effectively with multiple levels within the corporate community, including but not limited to CFO and C-suite officials, HR directorates, and operations managers
Ability to make sound business decisions based upon data
High level of professionalism and ability to work well with all levels of internal management and staff
Demonstrated self-starter with high energy and the ability to work independently, accurately and on schedule
Exceptional customer services skills and ability to operate effectively in a service orientation – no job is too big or too small

Responsibilities

Drive the activities that impact the sustainability of the organization including budgeting and business analysis under the direction of the CFO
Create and edit presentations and materials using PowerPoint and Excel to be viewed by CEO and Board of Directors
Organize meetings of Audit & Risk Committee and Finance & Investment Committee of the Board of Directors as directed by the CFO to include schedules, logistics and agendas
Draft memos, letters, minutes, policies, and instructions
Allocate corporate credit card expenses to the proper cost centers
Coordinate with Facilities Team on office renovation projects and communication with the landlord
Assist and take lead in certain areas of the organizational budget as directed by the CFO
Utilize the financial reporting tool for budget management and cost analysis
Coordinate with budget owners on implementing the shared service arrangements between the organization’s two legal entities
Schedule and plan departmental meetings, events, and celebrations
Help the department and personnel operate efficiently and identify areas of improvement in “getting things done”
Assist the CFO with planning and execution of workspace assignments; Update and maintain office floor plans
Serve as a POC for teams when multiple units are assigned to the same project to ensure team actions remain in synergy
Supervise contractors and vendors as needed. Manage contracts with vendors by assigning tasks and communicating expected deliverables
Perform quality control on the project throughout development to maintain the standards expected
Performs other duties as assigned