Business Support Specialist
About The Position
The Finance division is seeking a high-performing business support professional to ensure the smooth operation of the CFO’s office and the broader Finance team. This role blends executive-level assistance with hands-on finance operations support, including process tracking, documentation, financial compliance-related activities. The specialist provides assistance in support of the Board of Directors and related Board Committees, as well as duties specifically for the Finance division, including special assignments, meeting document preparation and presentation support, while ensuring efficient organization of the Finance division. Successful candidates typically bring a professional, detail‑oriented, and proactive approach to supporting executive leadership and Finance operations.
Requirements
- Demonstrated advanced proficiency in Excel, PowerPoint, and Word
- Providing administrative, coordination, or business operations support
- Supporting leadership and Board‑related activities, including preparation of confidential materials
- Preparing financial or presentation materials for leadership audiences
- Coordinating finance or business operations activities and working cross‑functionally to resolve issues
- Extensive experience with Microsoft Outlook, OneNote, Microsoft Teams, PowerPoint, Word, Adobe and Excel
- Ability to aggregate and publish reports from multiple sources using Adobe and other software tools
- Leveraging software to organize project work among groups for tasks, calendaring, and document storage/workspaces
- Familiarity with network storage of files both in OneDrive and on-site networks
- Exercises sound judgment, professionalism, and discretion when supporting executives and Board‑level activities
- Demonstrates a proactive, solution‑oriented approach with the ability to anticipate needs and follow issues through to resolution
- Maintains accuracy, organization, and attention to detail while understanding the broader impact of work on Finance operations and governance
- Communicates effectively and confidently with senior leaders and cross‑functional partners
- Demonstrates reliability, ownership, and accountability for outcomes, deadlines, and deliverables
- Adapts effectively to changing priorities while maintaining composure and quality standards
- Self‑directed, team‑oriented, and comfortable working independently within defined objectives
Nice To Haves
- Bachelor’s degree
- Microsoft Office Specialist (MOS) or similar Microsoft‑recognized certifications
- Exposure to Loop
Responsibilities
- Support the CFO and other Finance leaders in managing Board and Committee meeting deliverables
- Coordinate Board meeting logistics, including meals, lodging, meeting room set up, and incidentals
- Attend Board meetings (overnight travel required with approximately 10 overnight stays per year)
- Maintain records of Board and Committee attendance and meeting expenses
- Prepare and edit professional presentations and documents in Adobe, Excel, PowerPoint, and Word for Board level and internal presentations
- Review presentation materials for consistency with company standard formatting and templates, presentation flow and readability, ideas to improve presentation materials to improve the intended audience’s comprehension and experience
- Provides support to the Finance division by preparing intercompany billings, maintaining check deposits and logs, assisting with tracking provider tax liens, and supporting monthly reconciliations
- Prepare deposits payment refunds and other items
- Prepare and track abandoned property due diligence letters and state filings, using mail merge between Excel and Word
- Assist with sales and use tax filings and payments
- Support as needed to resolve Accounts Payable and vendor billing issues
- Support Finance division meetings, including meeting calendar management, on-site support for departmental and company meetings consisting primarily of coordination of materials submissions, Teams meeting administration, catering, and supply ordering, etc.
- Book travel and prepare expense reports for Finance division personnel, as needed
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Number of Employees
11-50 employees
