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Executive Assistant to the Chief Financial Officer

City of Cleveland•1501 - Finance Admin, OH

About The Position

The Executive Assistant to the Chief Financial Officer provides organizational, administrative, analytical, and confidential support to the CFO and helps ensure the Finance Department operates smoothly. The role handles communications, calendar coordination, meeting preparation, and administrative workflows so the CFO can focus on financial strategy, budgeting, fiscal policy, board governance, and strategic planning. The position operates in a politically sensitive and highly regulated municipal finance environment. The role also includes planning and administering departmental projects or programs; supervising project activities and, where applicable, assigned personnel; monitoring operating budgets; developing and evaluating procedures; coordinating services with City departments and agencies; and preparing status, financial, narrative, and application materials. The Executive Assistant communicates program information to municipal officials and public and private entities and performs other related duties as required. Key support duties include coordinating Audit, Finance, Investment Committee, and Consultant Review Committee meetings; preparing agendas, presentations, minutes, and financial briefing packets; triaging sensitive communications; serving as a liaison with internal department heads and external stakeholders; and administering and optimizing contract approval workflows through DocuSign. City employees are expected to embrace the City's guiding principles: placing Clevelanders at the center, empowering employees to do purposeful work, defining clear and pragmatic objectives, leading with trust and transparency, striving for equity, and embracing change.

Requirements

  • Bachelor's degree from an accredited four-year college or university in Business or Public Administration, Social Sciences, or a closely related field is preferred; the supplemental qualifications also identify a bachelor's degree in business, finance, or a related field.
  • Two years of any equivalent combination of education, training, and experience in program administration is required.
  • Must be able to lift and carry 30 pounds.
  • Valid State of Ohio driver's license required.
  • Exceptional attention to detail, proactive problem-solving, strong written and verbal communication, and integrity.
  • Ability to handle confidential municipal financial and personnel information with discretion.

Nice To Haves

  • Typically, 5 to 8+ years of senior-level administrative or executive support experience, preferably in finance, corporate, or mission-driven settings.
  • An MBA or accounting exposure is a strong plus.
  • Advanced proficiency in Microsoft Office/Microsoft 365, including Outlook, Excel, and PowerPoint; collaboration platforms such as Teams and SharePoint; and expense or CRM tools such as Concur.
  • Advanced proficiency in office software, including Microsoft 365 Suite or Google Workspace.
  • Strong written and verbal communication skills for drafting public notices, resolutions, and reports.
  • Basic understanding of local government operations, public finance, or budgeting workflows.

Responsibilities

  • Proactively manage a complex, fast-paced calendar, resolve scheduling conflicts, and sequence meetings.
  • Coordinate materials, presentations, agendas, and minutes for Audit, Finance, and Investment Committee meetings.
  • Facilitate Consultant Review Committee operations and prepare its agendas and financial briefing packets for dissemination.
  • Screen and triage sensitive financial, legislative, and personnel communications with discretion and confidentiality.
  • Serve as a primary point of contact between the CFO, internal department heads, and external stakeholders.
  • Administer DocuSign and oversee, manage, and optimize organizational workflows, operating procedures, and the contract approval process.
  • Plan and administer projects or programs for a City department under administrative direction.
  • Supervise project or program activities, including planning, assigning, and reviewing work of subordinate personnel where applicable.
  • Monitor project or program operating budgets and assist with annual budget preparation.
  • Design, implement, and monitor program evaluation procedures.
  • Coordinate with City departments and agencies to secure services for program participants.
  • Provide technical assistance or review program policies and procedures.
  • Maintain current project information and oversee preparation of status reports.
  • Prepare financial and narrative reports and program applications.
  • Communicate project or program status and information to municipal officials and public and private entities.
  • Perform other related duties as required.

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