Executive Assistant To CFO Resume Samples

Description :

1. Used computers for the creation and management of spreadsheets, word documents, database, PowerPoint presentations and other common software applications.
2. Responsibile for accounts and budgets.
3. Scheduled, coordinate and provide administrative and logistical support for office meetings.
4. Planned and Coordinated travel for other team members.
5. Deputized for the manager, making decisions and delegating work to others in the manager's absence.
6. Handled expense Reports.
7. Assisted with communication and basic management of Internet and Social Media (Webpage, Facebook, Twitter, LinkedIn, YouTube, etc.) Responded to mail, email, and telephone and fax communications.
8. Occasionally assisted with event planning, coordination with implementation.
9. Assisted with bookkeeping and financial reporting.

Experience

2-5 Years

Level

Junior

Education

Administration

Description :

1. Provided administrative and business support to CFO, Director of Finance and Comptroller of a digital cable company with customers.
2. Maintained CFO's calendar and contacts.
3. Planned and scheduled meetings, conference calls, training with other C-level executives, sales executives, staff, customers, potential customers, vendors.
4. Made national and international travel arrangements.
5. Conducted research of travel destinations.
6. Based on research, made hotel and dining recommendations in conformance with travel budget.
7. During CFO's international travels, stayed fully informed of any new developments concerning customer and operations and informed CFO of any changes.
8. Served as the "center of operations" by providing proper information to customers, the Chief Executive Officer, the CFO and others in the office.

Experience

2-5 Years

Level

Junior

Education

Bachelors

Description :

1. Classifies, records, and summarizes numerical and financial data to compile and keep financial records, using journals and ledgers or computers.
2. Operates 10-key calculators, typewriters, and copy machines to perform calculations and produce documents.
3. Complies with federal, state, and company policies, procedures, and regulations.
4. Compiles statistical, financial, accounting or auditing reports and tables pertaining to such matters as cash receipts, expenditures, accounts payable and receivable, and profits and losses.
5. Codes documents according to company procedures.
6. Matchs order forms with invoices, and record the necessary information.
7. Performs general office duties such as filing, answering telephones, and handling routine correspondence.
8. Prepares trial balances of books.

Experience

10+ Years

Level

Senior

Education

Education

Description :

1. Manages the CFO’s calendar and ensures an appropriate response in managing calendar changes, schedules, and staff meetings; works with other Administrators on the above as well as with Parishes, Pastors, and Pastoral Assistants for Administration.
2. Ensures all documents are processed accurately and in a timely manner; establishes and maintains a filing system; processes incoming and outgoing mail.
3. Responsible for all meeting setup, takedown, refreshment, food and technology needs, as required.
4. Assures that all necessary administrative and logistical work for the Archdiocesan Finance Council and subcommittee meetings are completed in an accurate and timely manner. Works closely with the CFO setting up agendas, scheduling, and arranging meetings.
5. Collects and organizes meeting documents into presentation format - must be proficient in PowerPoint.
6. Performs calculations and analyses for specific financial projects as directed by the CFO. Prepares recurring analyses for distribution to the Archdiocesan Finance Council and others.
7. Prepares expense reports and check requisitions, oversees expenditures, monitors budget reports, may track specific budgets and assist in preparing office budgets, as directed.

Experience

2-5 Years

Level

Junior

Education

Bachelor's

Description :

1. Provides specialized executive-level management support to the Chief Financial Officer, Deputy CFO, and OCFO.
2. Interacts with all levels within Berkeley Lab, the Department of Energy, the University of California, and other high-profile organizations.
3. Takes a lead role in all aspects of the CFO's and Deputy CFO's scheduling and travel arrangements, initiating visitor arrangements and coordinating briefing materials for on-site meetings and events.
4. Exercises significant professional judgment and independent initiative, review and triage CFO's incoming correspondence, determine their significance, and plan for distribution and response.
5. Exercises leadership and communicate effectively and diplomatically with all levels of management, operations and scientific staff within LBNL and external institutions.
6. Consults with the CFO, Deputy CFO, and Sr, Staff as necessary to generate materials well in advance of meetings, and assure that the appropriate participants receive a complete set of briefing materials in advance of each business day.
7. Creates and compile high-quality briefing materials, meeting agendas, talking points, etc. to prepare the CFO to manage his or her activities in an organized manner.

Experience

5-7 Years

Level

Executive

Education

Bachelor's

Description :

1. Composed client/business related correspondence and internal memorandums.
2. Handled CEO's personal affairs (bills, maintenance of his house).
3. Coordinated in-house merchant processing and financial transactions.
4. Contacted with Bank Executives, Insurance Agents, Financial Advisors, Merchants and Salesmen, Employees, Managers, Company Officers, and the General Public.
5. Maintained contracts and business relationships with outside office equipment vendors.
6. Co-created Employee Manual and Handbook; acted as liaison between Human Resources Director and employees for policies and procedures.
7. Responsible for training new staff in clerical work.

Experience

7-10 Years

Level

Management

Education

General

Description :

1. Designs and maintains unaudited Income Statements.
2. Designs and reports on class III participations to vendors.
3. Completes purchase orders for vendor payments and expense reimbursements for department.
4. Completes and submits journal entries.
5. Codes and proofs all departmental invoices.
6. Calculates monthly State Gaming Fees.
7. Proofs revenue spreadsheets submitted by the audit department.
8. Prints various reports on 7 different gaming and accounting software programs.
9. Maintains vendor relationships.

Experience

5-7 Years

Level

Executive

Education

GED

Description :

1. Provides administrative support; manage complex calendars, coordinate all domestic/international travel, and timely processing of expense reports
2. Supports internal communications within the Finance and Investor Relations/Corporate Communications departments and external communications with vendors, financial auditors, Board Members, bankers, investors, etc.; involves extensive collaboration with internal and external contacts and the handling of sensitive information
3. Processes and tracks confidentiality agreements, consulting agreements, and purchase requisitions in Zycus software for CFO, Finance, and Investor Relations/Corporate Communications departments
4. Provides administrative support on major internal communications projects and events (e.g., employee town halls)
5. Organizes team offsites and meetings (meals, activities, and ground transportation)
6. Schedules of VP+ onsite interviews and phone interviews and submit candidate expenses to Accounting Team
7. Provides back-up support to the Executive Assistant to the CEO.

Experience

2-5 Years

Level

Junior

Education

Bachelors

Description :

1. Assisted with proofreading and edits of SEC reports on a quarterly basis with focus on quality and continuity under strict deadlines.
2. Provided support to the Accounting department, assisting with monthly bank reconciliations and other basic accounting duties.
3. Performed assigned projects requiring independent analytical thinking and judgment, client facing skills, and the ability to develop outstanding written communications.
4. Prioritized conflicting needs; handles matters expeditiously, proactively, and follows-through on projects to successful completion, often with deadline pressures.
5. Established and maintained official documents and records in appropriate files.
6. Read and analyzed incoming memos, submissions and reports to determine their significance and plan their distribution.
7. Planed, scheduled and coordinated meetings and conferences (both live and virtual)

Experience

10+ Years

Level

Senior

Education

BS

Description :

1. Screened telephone calls, visitors, and incoming correspondence; personally respond to requests for information concerning office procedures
2. Took notes during meetings/conference calls
3. Organized executive schedule and travel, domestic and international
4. Assisted with coordinating management meetings and scheduling meeting rooms
5. Managed CFO's agenda so that meetings are well-prepared and on schedule
6. Tracked CFO projects and help prioritize action items, including tracking the status of tasks assigned to staff within the CFO Directorate
7. Drafted, edited, and proofreadinternal/external correspondence to briefings, reports, summaries, presentations, etc.

Experience

7-10 Years

Level

Consultant

Education

BA