Executive Assistant to CFO

Gulfside Career•Land O Lakes, FL

10d

About The Position

Reporting to the CFO, the Executive Assistant position is a high visibility position that is responsible for assisting in day-to-day administrative functions as well as supporting the Directors reporting to the CFO as needed. This position requires attention to detail, exceptional organizational skills, discretion and confidentiality, resourcefulness, efficiency, and the ability to interact with internal and external business partners in a professional manner. Key characteristics of the role include administrative operations, annual filings, and project management.

Requirements

Must possess an Associate Degree, Bachelor’s degree preferred.
Proficient in Microsoft Word, Excel, Outlook, and PowerPoint.
Minimum of 3 years work experience with administrative experience supporting an executive.
Highly organized and detail oriented to support the many deadlines and organizational requirements.
Excellent written and verbal communication skills.
Ability to function independently and effectively in a self-directed environment.

Responsibilities

Provides administrative support to the CFO and associated business departments.
Coordinates scheduling, collateral, communication and logistics on behalf of the CFO.
Assists with information gathering, preparation and submission of annual filings to ensure the organization meets timely and accurate filing requirements and deadlines. (Including corporate insurance, licensing and regulatory credentialing.)
Maintain the organization of corporate files as they pertain to the CFO and Finance Department.
Maintains the organization of key corporate information and files, electronically and paper copy as appropriate, for areas such as banking, insurance, credentialing, county, and state filings.
Acts as a liaison with corporate business partners such as banking, insurance, federal and regulatory.
Assists in organizing the monthly financial close timeline and preparing financial portfolios and binders.
Receives and processes mail for all CFO departments to ensure correspondence is identified and distributed correctly and timely. All receipt of payments will be electronically logged and then distributed according to internal control procedure.
Creates and provides administrative collateral for job descriptions, policies, presentations, and templates for all areas under the CFO responsibility.
Assists in the coordination of activities and information related to organizational requests for proposal, new business accounts and building community partnerships.
Collaborates and assists in managing the CFO’s presentations and associated travel.
Completes research and analysis; prepares information at the request of the CFO.
Completes payment requisitions and credit card expense reports in accordance with corporate guidelines.
Attends various meetings, takes minutes, transcribes, and distributes as assigned.
Creates general correspondence for the CFO as requested, to include letters, memorandums, emails, charts, tables, graphs, power points, forms, business plans, process flows, etc.