Executive Assistant- Finance

ACLD•Bethpage, NY

About The Position

ACLD is a not-for-profit agency serving children and adults with developmental disabilities through more than 70 program sites in Nassau and Suffolk counties. The Executive Assistant- Finance provides support to the Chief Financial Officer and Finance Department by handling financial, administrative, and office-management functions. The position is scheduled Monday through Friday, 9:00 a.m. to 5:00 p.m., for 35 hours per week.

Requirements

  • Associate degree in Finance or a related field; a degree in Liberal Arts will also be considered.
  • Five years of experience in administrative or office management, preferably with a Finance background.
  • Substantial reasoning skills, including the ability to address abstract and concrete issues, identify problems, interpret data, draw conclusions, and apply logic or theoretical thinking to practical problems.
  • Excellent verbal and written communication skills, including the ability to interpret and advise, solve problems, present concerns professionally, and develop solutions.
  • Ability to handle and prioritize multiple tasks simultaneously.
  • Excellent organizational skills and ability to work effectively with management, staff, outside service providers, and families.
  • Proficiency in Microsoft Office, especially Word and Excel.

Nice To Haves

  • Bachelor’s degree preferred.
  • Bookkeeping experience preferred.

Responsibilities

  • Monitor daily credit card balances and make payments as needed to keep the line of credit fully available.
  • Maintain the department’s check and cash log.
  • Oversee and manage office procedures, including answering and screening telephone calls.
  • Schedule and coordinate meetings, appointments, trainings, agendas, and calendars.
  • Maintain trust account balances and prepare monthly reports on them.
  • Prepare and upload monthly income entries for trust accounts in SmartConnect to Great Plains.
  • Review monthly expense entries.
  • Prepare monthly bank reconciliations.
  • Create and maintain office documents, databases, correspondence, invoices, billing, reports, data sheets, telephone directories, and brochures.
  • Track apartment leases and coordinate paperwork receipt and processing as leases come up for renewal.
  • Prepare Property Tax Exemption forms for Nassau County and Suffolk County houses and meet each county’s deadlines.
  • Maintain office supplies and equipment.
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