Archived listing. The details below describe a past opening.
We are looking for an experienced Executive Assistant to the CFO to provide strategic administrative and operational support in San Antonio, Texas. This role serves as a key partner to the finance leadership team by coordinating priorities, managing sensitive communications, and helping maintain smooth day-to-day operations. The ideal candidate brings sound judgment, financial awareness, and a detail-focused presence while handling confidential matters with discretion.
Responsibilities:
- Oversee the CFO’s schedule by organizing meetings, resolving calendar conflicts, and aligning appointments with shifting business priorities.
- Screen incoming messages and requests, determine urgency, and direct items to the appropriate parties for response or follow-up.
- Prepare high-quality documents such as presentations, reports, correspondence, and briefing materials to support leadership discussions and decisions.
- Monitor deadlines, meeting outcomes, and project milestones to help keep strategic initiatives and departmental commitments on track.
- Maintain accurate and well-structured records for contracts, insurance files, financial documents, and internal procedures.
- Assist with finance-related activities by gathering materials for audits, tax submissions, budget reviews, management reporting, and board-facing presentations.
- Support administrative processes tied to invoice approvals, expense documentation, purchasing records, and contract coordination.
- Help administer insurance programs by tracking renewals, collecting required information, issuing certificates of insurance, and following compliance requirements.
- Partner with internal teams and external advisors such as auditors, attorneys, banks, consultants, and vendors to facilitate finance-related projects and deliverables.
- Use Microsoft 365, SharePoint, Teams, Excel, PowerPoint, and emerging productivity tools to improve organization, workflow efficiency, and information management.
- Five or more years of experience supporting senior executives or working in administrative, finance, accounting, audit, bookkeeping, or project coordination roles.
- Bachelor’s degree in Accounting, Finance, Business Administration, or a related discipline is preferred.
- Practical understanding of accounting, budgeting, audit support, insurance administration, compliance, or risk management activities.
- Strong ability to evaluate incoming requests, set priorities, and manage multiple time-sensitive tasks with accuracy.
- Advanced proficiency with Microsoft 365 applications, including Excel, PowerPoint, Teams, and SharePoint.
- Excellent written and verbal communication skills, with the ability to interact effectively with internal leaders and external partners.
- High level of professionalism, discretion, and judgment when handling confidential financial, legal, personnel, and organizational information.
- Experience in nonprofit, banking, public accounting, or financial services environments is a plus.