What are the responsibilities and job description for the Administrator, Finance/IT position at CFP BD OF STANDARD CTR FOR FINANCIAL PLANNING?
The Administrator performs a wide range of projects and assigned tasks in support of the functions of Finance, Facilities Management, Accounting and IT. Reporting to the CFO and Head of Technology, the Administrator assists in planning and executing the activities that align with the departmental goals supporting both the Finance and IT departments.
Essential Functions:
- Drive the activities that impact the sustainability of the organization including budgeting and business analysis under the direction of the CFO, Director of Finance and Head of Technology.
- Create and edit presentations and materials using PowerPoint and Excel to be viewed by CEO and Board of Directors
- Organize meetings of Audit & Risk Committee and Finance & Investment Committee of the Board of Directors as directed by the CFO to include schedules, logistics and agendas
- Draft memos, letters, minutes, policies, and instructions
- Allocate corporate credit card expenses to the proper cost centers
- Coordinate Facilities management functions regarding office repairs, office renovation projects and communication with the landlord
- Assist and take lead in certain areas of the organizational budget as directed by the CFO
- Utilize the financial reporting tool for budget management and cost analysis
- Coordinate with budget owners on implementing the shared service arrangements between the organization’s two legal entities
- Schedule and plan departmental meetings, events, and celebrations
- Help the departments and personnel operate efficiently and identify areas of improvement in “getting things done”
- Update and maintain office floor plans
- Supervise contractors and vendors as needed. Manage contracts with vendors by assigning tasks and communicating expected deliverables
- Serve as a POC for teams when multiple units are assigned to the same project to ensure team actions remain in synergy
- Perform quality control on the project throughout development to maintain the standards expected
- Performs other duties as assigned
Background/Skills/Abilities Preferred:
- Bachelor’s degree or equivalent experience in business, education, or communications required
- Minimum 2 years’ experience in office operations, office administration or facilities
- Intermediate to Advanced skills in PowerPoint and Excel with a desire to continually improve skills in those two software
- Ability to Learn and the organization’s financial reporting tool for budget management and cost analysis
- Ability to define problems and manage toward solution
- Detail oriented, creative problem solver with a natural curiosity to challenge ways of thinking
- Effective interpersonal communication skills
- Ability to prioritize and manage multiple projects and people simultaneously, and follow through on issues in a timely manner
- Ability to work and collaborate as a part of a motivated, driven team
- Ability to communicate effectively with multiple levels within the corporate community, including but not limited to CFO and C-suite officials, HR directorates, and operations managers
- Ability to make sound business decisions based upon data
- High level of professionalism and ability to work well with all levels of internal management and staff
- Demonstrated self-starter with high energy and the ability to work independently, accurately and on schedule
- Exceptional customer services skills and ability to operate effectively in a service orientation – no job is too big or too small
About CFP Board
CFP Board is the professional body for personal financial planners in the U.S. CFP Board consists of two affiliated organizations focused on advancing the financial planning profession for the public’s benefit. CFP Board of Standards (501(c)(6)) sets and upholds standards for financial planning and administers the prestigious CERTIFIED FINANCIAL PLANNERTM certification — widely recognized by the public, advisors and firms as the standard for financial planners — so that the public has access to the benefits of competent and ethical financial planning.
CFP® certification is held by more than 107,000 people in the U.S. CFP Board Center for Financial Planning (501(c)(3)) addresses diversity and workforce development challenges and conducts and publishes research that adds to the financial planning profession’s body of knowledge.
This position works on programs which are part of the 501 (c)(3) and 501 (c)(6).
This position is based in the Washington D.C. office and works a hybrid schedule which could be changed at any time.
CFP Board believes that diversity of experience and perspective are strengths and seeks to continue to grow a highly committed, skilled, and collaborative staff.
CFP Board is an Equal Opportunity Employer. The applicable starting annual base salary is anticipated to be in the range of $55,000.00 to $65,000.00. In addition to base salary, total compensation includes incentive compensation for which employees are eligible based on completion of individual goals.
Salary : $55,000 - $65,000