Executive Assistant to the CFO

United Planning Organization•Washington, DC

3h•$73,000 - $78,000

About The Position

The United Planning Organization (UPO) is the designated Community Action Agency for Washington, District of Columbia, and has served the residents of the District since 1962. Our Vision for the future is “UPO’s Washington: A city of thriving communities and self-sufficient residents”; our Mission is “Uniting People with Opportunities.” UPO is committed to attracting and retaining outstanding and diverse staff who will enhance our engagement and service in our communities. All qualified applicants are encouraged to apply for this position or any other position currently advertised on our website. Please visit us at www.upo.org [http://www.upo.org] to view all of our vacancies and to learn more about our company and services. POSITION: Executive Assistant to the CFO OFFICE/DIVISION: Office of Finance BULLETIN No: 01042026 SALARY RANGE: $73,000-$78,000 (Commensurate with experience) OPENING DATE: 4/9/2026 CLOSING DATE: Open until filled FIRST SOURCE: N/A MAJOR DUTIES: Responsible for providing administrative, technical, and project support to the CFO and Finance Staff. Incumbent provides ongoing assistance on both routine and special projects. Provides information and assistance to support a seamless work environment for the CFO. BRIEF DESCRIPTION: Provide high-level administrative support to the Chief Financial Officer, as well as the Director of FP&A Coordinate the general flow of documents through the office, reviewing for quality, accuracy, and thoroughness. Use advanced technical skills to prepare presentations and spreadsheets. Responsible for planning and executing on specialized projects as assigned. Recommend and implement improvements in administrative workflows, procedures and forms to ensure efficient operations of the department. Foster solid relationships and liaise with outside consultants, internal employees, executive staff, board members and other business associates. Complete projects and special assignments by establishing objectives; determining priorities; managing time; gaining cooperation of others; monitoring progress; problem-solving; making requested adjustments to plans. Share and collect information with/from organization staff and management for the purpose of work coordination, problem resolution, and information sharing. Communicate with Board members from the Audit and Finance Committees on scheduling and other meeting activities. Plan and coordinate meetings, learning activities and collaboration opportunities as directed by the CFO. Complete a range of administrative activities, including preparing purchase requisitions and payment request reports; writing meeting minutes and report summaries; et cetera. Perform as the primary initiator of Requests to Buy for the department. Prepare signature-ready, routine correspondence, and draft internal memoranda, and other communication for the CFO’s review and signature.

Requirements

2-5 years of proven administrative experience, preferably in the finance field
High proficiency with MS Office (Excel, Word, and PowerPoint)
Must be able to consistently meet deadlines and work under pressure with shifting priorities
Possess effective organizational and professional communication skills, both written and verbal.
Must be able to work sensitively and effectively with individuals of diverse educational, socio-economic, and cultural backgrounds.

Nice To Haves

Bachelor’s degree with 3-5 years of administrative experience at the executive level.
Proven excellent communication, office equipment, and information technology skills.
Occasional availability outside normal business hours is needed.

Responsibilities

Provide administrative, technical, and project support to the CFO and Finance Staff.
Provide high-level administrative support to the Chief Financial Officer, as well as the Director of FP&A
Coordinate the general flow of documents through the office, reviewing for quality, accuracy, and thoroughness.
Use advanced technical skills to prepare presentations and spreadsheets.
Plan and execute on specialized projects as assigned.
Recommend and implement improvements in administrative workflows, procedures and forms to ensure efficient operations of the department.
Foster solid relationships and liaise with outside consultants, internal employees, executive staff, board members and other business associates.
Complete projects and special assignments by establishing objectives; determining priorities; managing time; gaining cooperation of others; monitoring progress; problem-solving; making requested adjustments to plans.
Share and collect information with/from organization staff and management for the purpose of work coordination, problem resolution, and information sharing.
Communicate with Board members from the Audit and Finance Committees on scheduling and other meeting activities.
Plan and coordinate meetings, learning activities and collaboration opportunities as directed by the CFO.
Complete a range of administrative activities, including preparing purchase requisitions and payment request reports; writing meeting minutes and report summaries; et cetera.
Perform as the primary initiator of Requests to Buy for the department.
Prepare signature-ready, routine correspondence, and draft internal memoranda, and other communication for the CFO’s review and signature.