Job Description
Accounting / Finance - Full-time
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.
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