Job Description

The Executive Assistant to the CFO reports directly to the CFO and is responsible for providing administrative support and

coordination of projects. The position will support but also be a strategic partner with the CFO through a variety of tasks

related to the organization, communication, and efficiency. All tasks will be completed accurately and delivered with high quality and in a timely manner.

Clerical duties as necessary

Photocopying

Scanning for CFO completed within one week of documents received

Bank documents, corporate documents, notices etc.

Tax document sort through and scan for tax return filings

Sending, receiving, sorting, and distributing CFO mail

Notices emailed to proper employees for communication

Distribution of proper documents to respective employee or department - physical or by email

Tracking of projects and priorities

Filing

Internet research

Grants, tax issues

Phone calls for said research as requested

Cost analysis pulled together throughout year of multiple expense items

For use in budget analysis

Loan spreadsheet updates

Debt schedule assistance

Answering of CFO phone calls

Response to phone calls received by CFO

Prioritization of phone calls received for actionable items

Bank deposits weekly on Fridays or as requested by CFO

Financial statements updated and assembled for meeting In excel comparatives

Office and offsite event management as requested by CFO

Attend meetings to take notes and send follow up

Huddles, tactical etc.

Agenda assembly for meetings

Relevant documents pulled together for meeting

Assembly of presentations for meetings

Calendar management and reminders for the CFO

Setup of meetings, response to meeting requests and coordinates appointments

Assembly of documents for meetings for CFO - printed

Financial comparisons for monthly meetings

Budget updates for comparisons

Cash flow and balance document updates

Assistance in audit deliverables

Assembly of documents for testing

Completion of multiple excel spreadsheets needed throughout the audit

Writing and updating of processes and procedures

Special projects as requested or directed by the CFO

Run daily errands as needed - mail/fedex/banks/payroll

Greeting and direction of visitors as needed as backup

Job Type: Full-time

Pay: $40,000.00 - $55,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Schedule:

• Day shift
• Monday to Friday

Experience:

• Microsoft Excel: 2 years (Required)
• Microsoft Powerpoint: 2 years (Required)

Work Location: In person