Job Summary:

The Senior Support Assistant provides the highest-level administrative support to the Chief Financial Officer.  The Senior Support Assistant maintains confidential information, while performing a myriad of tasks including scheduling, financial reporting, travel management, and accounting functions that allows the CFO to focus on decision-making and higher-level responsibilities. 

 Leadership Responsibilities:

• Demonstrates personal accountability
• Contributes towards the success of others
• Upholds the Firm’s Core Values: We Care, Humble Excellence, Collaborative Attitude, Challenge Acceptance
• No direct supervision responsibilities

 Essential Duties/Responsibilities:

Executive Support

• • Manages the CFO’s calendar, schedule meetings, and prioritize conflicting appointments to ensure efficient time management.
  • Manages M&L Conference as directed.
  • Manages Finance Group meetings as directed.
  • Provides cross-functional support to the finance team as needed.
  • Assists in organizing corporate events or meetings that require financial or administrative coordination.
  • Prepares agendas, take meeting notes, and follow up on action items from executive meetings.
  • Receives incoming communication or memos on behalf of senior staff, reviews content, determines importance, and summarizes and/or distributes contents to appropriate staff.
  • Exercises considerable confidentiality, discretion and independent judgment and is capable of analyzing complex information requests and determining complex trends, with limited supervision

Travel Management

• • Arranges domestic and international travel for the CFO, including flight bookings, accommodations, transportation, and itineraries.
  • Ensures all travel plans align with the CFO’s schedule and preferences, optimizing time and cost efficiency.
  • Processes travel-related expenses and ensure proper documentation and reconciliation.

Financial Reporting & Accounting Support

• • Assists in preparing and reviewing financial reports, including monthly, quarterly, and annual reports.
  • Researches, collects, organizes, and prepares analyses/reports (e.g., data, budget) and compiles financial data for reporting and audits.
  • Helps ensure timely submission of financial documents and tax filings.
  • Assists in basic accounting tasks such as invoice processing, accounts payable/receivable, and expense tracking.
  • Supports the CFO in analyzing financial performance and provide necessary reports for decision-making.

General Administrative Support

• • Maintains and organizes financial and accounting files, both physical and digital, ensuring easy access and compliance with company policies.
  • Runs errands for the CFO, such as picking up items, managing deliveries, and handling time-sensitive tasks.
  • Manages shopping and supply needs for the office and executive, including making purchases and arranging deliveries.
  • Prepares and reviews financial spreadsheets, presentations, and other documents as requested.
  • Handles correspondence, phone calls, and emails on behalf of the CFO.

Required Skills/Abilities:

• Extremely proficient with Microsoft Office Suite or similar software with the ability to learn new or updated software
• Able to type minimum of 50 words per minute
• Excellent written and verbal communication skills
• Strong attention to detail, accuracy and deadlines
• Ability to efficiently manage multiple projects
• Excellent organizational skills and attention to detail
• Excellent time management skills with a proven ability to meet deadlines
• Ability to function well in a high-paced and at times stressful environment
• Extensive knowledge of office administration, clerical procedures, and recordkeeping systems