Description :

1. Managed complex calendars and scheduled meetings for the CFO, ensuring optimal time management and efficiency.
2. Responsible for preparing and reconciling budgets, ensuring accurate financial tracking.
3. Provided comprehensive administrative support, including organizing travel arrangements and itineraries.
4. Handled expense reports and ensured timely reimbursements for the executive team.
5. Acted as a point of contact between the CFO and internal/external stakeholders, facilitating smooth communication.
6. Assisted with the preparation of financial reports and presentations for board meetings.
7. Coordinated logistics for executive events and meetings, ensuring all details were meticulously planned.

Experience

2-5 Years

Level

Junior

Education

BBA

Description :

1. Provided comprehensive administrative support to the CFO, facilitating efficient operations within the finance department.
2. Managed the CFO's calendar and coordinated high-priority meetings with internal and external stakeholders.
3. Arranged and scheduled meetings, conference calls, and training sessions with C-level executives and other key personnel.
4. Organized national and international travel itineraries, ensuring adherence to budgetary guidelines.
5. Conducted thorough research on travel destinations, presenting cost-effective hotel and dining options.
6. Maintained real-time communication with the CFO during international travels, updating on significant developments.
7. Served as the primary point of contact, delivering accurate information to executives and stakeholders.

Experience

2-5 Years

Level

Junior

Education

BBA

Description :

1. Classified, recorded, and summarized financial data to maintain accurate financial records using advanced software applications.
2. Utilized office equipment and technology to produce documents and perform calculations efficiently.
3. Ensured compliance with federal, state, and company regulations through meticulous record-keeping.
4. Compiled detailed financial reports and tables related to cash flow, expenditures, and profitability.
5. Applied coding standards to documents for effective processing and retrieval.
6. Matched invoices with order forms, ensuring accuracy in financial transactions.
7. Executed general office duties, including filing, answering multi-line phones, and managing correspondence.
8. Prepared comprehensive trial balances of financial records to support audits and reviews.

Experience

10+ Years

Level

Senior

Education

B.B.A.

Description :

1. Oversee the CFO's calendar, coordinating complex schedule changes and staff meetings effectively.
2. Ensure prompt processing of documents, maintaining an organized filing system and handling all incoming/outgoing correspondence.
3. Coordinate all logistical aspects of meetings, including setup, refreshments, and technology requirements.
4. Assist the CFO in preparing agendas and organizing meetings for the Finance Council and subcommittees.
5. Compile and format meeting documents into presentations, demonstrating proficiency in PowerPoint.
6. Conduct financial calculations and analyses for CFO-directed projects, preparing reports for the Finance Council.
7. Manage expense reports and budget tracking, ensuring adherence to financial guidelines.

Experience

2-5 Years

Level

Junior

Education

BBA

Description :

1. Provide specialized executive-level management support to the CFO, ensuring seamless daily operations.
2. Collaborate with internal and external stakeholders, including the Department of Energy and the University of California, to facilitate high-level interactions.
3. Lead all aspects of the CFO's scheduling and travel arrangements, coordinating logistics for critical meetings and events.
4. Utilize independent judgment to triage incoming correspondence, determining priority and necessary actions.
5. Communicate effectively with diverse teams to ensure alignment and clarity across organizational levels.
6. Prepare and distribute comprehensive materials in advance of meetings, ensuring all participants are informed.
7. Compile high-quality meeting agendas, talking points, and briefing documents to optimize the CFO's engagement.

Experience

5-7 Years

Level

Executive

Education

B.A. in BA

Description :

1. Drafted business correspondence and internal reports to support CFO initiatives.
2. Managed personal and professional affairs for the CFO, ensuring confidentiality and efficiency.
3. Oversaw financial transactions and merchant processing, enhancing operational efficiency.
4. Established and maintained relationships with key stakeholders, including bank executives and vendors.
5. Maintained contracts with office equipment vendors, ensuring cost-effective solutions.
6. Collaborated with HR to develop employee manuals, streamlining onboarding processes.
7. Trained new staff in administrative procedures, enhancing team productivity.

Experience

7-10 Years

Level

Management

Education

BBA

Description :

1. Designed and maintained financial reports and income statements for executive review.
2. Coordinated class III participations and vendor communications to ensure compliance.
3. Processed purchase orders and managed expense reimbursements for the finance department.
4. Executed journal entries and maintained accurate financial records.
5. Reviewed and coded departmental invoices for timely payment.
6. Calculated and reported monthly state gaming fees to ensure compliance with regulations.
7. Generated and analyzed various reports from multiple accounting software platforms.

Experience

5-7 Years

Level

Executive

Education

BBA

Description :

1. Provide comprehensive administrative support to the CFO, including complex calendar management and travel coordination.
2. Facilitate internal and external communications involving sensitive financial information with utmost discretion.
3. Process and track various agreements and requisitions using Zycus software, ensuring compliance with company policies.
4. Assist in organizing major internal communications projects, including town halls and team offsites.
5. Coordinate logistics for meetings, including meals, activities, and transportation arrangements.
6. Manage candidate scheduling for interviews, ensuring a smooth recruitment process.
7. Act as a backup to the Executive Assistant to the CEO, maintaining seamless operations.

Experience

2-5 Years

Level

Junior

Education

BBA

Description :

1. Managed complex calendars and scheduled meetings for the CFO and executive team.
2. Coordinated travel arrangements, including flights, accommodations, and itineraries.
3. Prepared and distributed meeting agendas, minutes, and follow-up action items.
4. Prioritized conflicting needs, handled matters expeditiously, proactively, and followed through on projects to successful completion, often under deadline pressures.
5. Assisted in the preparation of financial reports and presentations for stakeholders.
6. Maintained confidentiality of sensitive financial information and documents.
7. Streamlined office operations to enhance efficiency and productivity.

Experience

10+ Years

Level

Senior

Education

B.B.A.

Description :

1. Managed complex scheduling and prioritized the CFO's calendar to optimize time management.
2. Screened and directed calls, ensuring effective communication with stakeholders.
3. Coordinated domestic and international travel, ensuring compliance with company policies.
4. Prepared briefing materials, reports, and presentations for executive meetings.
5. Tracked and prioritized action items, following up on deliverables across departments.
6. Organized and facilitated management meetings, optimizing logistics and outcomes.
7. Drafted and edited correspondence, ensuring clarity and professionalism in communication.

Experience

7-10 Years

Level

Consultant

Education

BBA