Executive Assistant II (CFO)

As Executive Assistant II, you will manage complex logistical, project, and administrative duties for the Executive Vice President/Chief Financial Officer (EVP/CFO), including research and presentation preparation, Board support, travel and event logistics, and meeting and calendar management. You will work with the Executive Leadership Team and partner with the Administration Team across the organization as needed and may train or supervise clerical staff. This role requires discretion, confidentiality, and familiarity with the organization’s operations, procedures, people, and technical/business terminology.

Responsibilities

•    Proactively manage the CFO’s priorities across senior leadership, staff, external partners, field commitments, and the Board of Directors
•    Align and triage incoming requests to ensure effective planning and execution
•    Apply project management practices, as needed, to track and advance ongoing initiatives
•    Maintain systems and tools to support effective CFO outreach and meeting management
•    Oversee internal and external communications on behalf of the CFO, including drafting and proofreading correspondence
•    Coordinate Senior Leadership Team meetings and Board-related activities and materials
•    Plan and execute logistics for meetings, events, conferences, and travel (onsite and offsite)
•    Maintain accurate and up to date CFO contact databases
•    Manage the CFO’s calendar, including screening and prioritizing meeting requests
•    Prepare and communicate clear travel itineraries and related documentation
•    Coordinate timely expense reporting and reconciliation for the CFO
•    Manage the preparation and distribution of Board and Board Committee materials
•    Develop and/or edit PowerPoint presentations for CFO speaking engagements, including visual representation of key concepts
•    Prepare, edit, and format reports and other materials, as needed
•    Conduct research in support of presentations, meetings, and special projects
•    Provide general administrative support and complete additional projects as needed

Qualifications

•    High school diploma or equivalent required; associate degree or college diploma preferred
•    Minimum of 5 years of administrative management experience; 7 years preferred
•    Strong interpersonal and relationship‑management skills
•    Proven ability to manage confidential information with professionalism
•    Highly effective at managing multiple priorities in a fast paced environment
•    Excellent written and verbal communication skills with internal and external stakeholders, including senior leaders and board members
•    Demonstrated ability to manage complex projects and coordinate across initiatives to ensure timely follow‑through
•    Exceptional attention to detail and commitment to accuracy
•    Advanced proficiency in Microsoft Word, Excel, PowerPoint, Outlook and internet-based tools
•    Resourceful, proactive, dependable, and able to exercise sound judgment and discretion
•    Willingness and ability to travel up to 25%

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