The Finance Executive Assistant is an integral part of a dedicated and highly skilled team, responsible for providing outstanding customized service to our Clients. Maintaining a high level of Client satisfaction is critical to the success of this position. The individual in this role is responsible for performing a broad spectrum of both administrative and financial activities to support the department.

Reporting relationship: Vice President of Financial Management

DUTIES & RESPONSIBILITIES:

Administrative

• Administrative tasks include composing and preparing correspondence, drafting agendas, and setting up conference calls and meetings.
• Create presentations and other meeting materials using various software.
• Manage and maintain electronic systems, records, and contacts; assist with tracking, reporting, and document completion.
• Demonstrate professionalism and courtesy in representing the department through interaction with internal and external colleagues, vendors, and partners.
• Assist the department with projects and follow-through to successful completion.

Financial/Accounting

• Review, code, and process invoices into the accounts payable system; maintain accuracy and organization while handling invoices for different entities and vendors.
• Assist with the input, documentation, and processing of employee expense reports. 
• Complete bank and investment account reconciliations; make associated journal entries in the accounting system.
• Prepare schedules in Excel as supporting documentation.
• Assist with organization, filing, and mailing of various documents.
• Establish and maintain relationships with new and existing vendors.

Other

• Prioritize conflicting needs, handle matters efficiently and proactively.
• Identify and implement processes and systems to automate and increase efficiencies.
• Work on special projects, both individually and as part of a team.
• Effectively collaborate and communicate with others; demonstrate a desire to be part of a team.
• Exercise sound judgment and an appropriate sense of urgency.
• Complete other projects as assigned.

REQUIREMENTS:

• Bachelor’s degree preferred.
• Two years of experience in a related field required. Prefer accounting, administration, or customer service experience.
• Proficiency in Excel, Word, Outlook, and PowerPoint.
• Ability to manage multiple projects simultaneously with efficiency; strong attention to detail.
• Uncompromised commitment to the highest level of confidentiality and sensitivity to privacy in all aspects.