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Posted : Sunday, June 30, 2024 02:08 PM
Position Summary:
Performs complex and responsible administrative work for the Finance division, including special assignments and related work.
Ensures efficient operation of the Finance office.
Provides ancillary administrative assistance in support of the Board of Directors.
Assists the Actuarial and Underwriting division as needed.
Essential Functions: Supports CFO with management of Board & committee meetings and commitments, board materials, utilizing PowerPoint, Outlook, and Excel Provide administrative support for the Finance division by preparing backup for intercompany billing, maintain check deposits and logs, assist with tracking provider liens, maintaining monthly reconciliations Collaborates with Executive Assistant to the CEO regarding Board meeting needs Attends on-site Board meetings, requiring overnight travel Supports on-site Board meetings, including logistics for meals, lodging, seating arrangements, incidentals Prepares and/or edits professional presentations and documents in Excel, PowerPoint, and Word Prepares deposit of provider refunds and other payments Prepares abandoned property due diligence letters and state filings, using mail-merge between Excel and Word Maintains spreadsheets supporting Board member attendance at meetings and committees.
Maintains spreadsheets for 990 required information for Board expenses Assists with sales and use tax filings and payments Provide support for Finance division meetings.
This could include calendar management, on-site support for meetings and conferences, catering, supply ordering, etc Assist Accounting with resolving AP and vendor billing issues, requests modifications from appropriate groups and follow through until payment is completed Book travel and prepare expense reports for finance, accounting and other personnel, as needed Qualifications/Education/Experience: Prefer Associate’s or Bachelor’s degree, or an appropriate combination of education and experience.
Prefer CAP certification Extensive experience as an administrative assistant, office manager or related position in an executive environment.
Extensive experience using computers including Outlook, Powerpoint, Word and Excel.
Experience with Zoom or MS Teams, expense reporting and travel arranging software preferred.
Experience with preparing financial presentation materials.
Experiece working with Board members and senior leadership.
Exceptional customer service skills with ability to represent the organization responsibly and ethically to both internal and external customers.
Ability to aggregate and publish reports from multiple sources using Adobe and other software tools.
Demonstrated experience influencing and getting results through others.
Ability to think and plan strategically for organizational success.
Ability to maintain confidentiality of sensitive and proprietary information.
Proven attention to detail, and positive, professional demeanor.
Strong interpersonal and communication skills, including phone and email skills.
Project management, time management, organization, prioritization and follow-through skills a must.
Adaptable to changing priorities and deadlines.
Must be team-oriented, self-motivated, proactive and possess initiative.
Physical Demands and Work Environment: The physical demands and work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Physical demands: While performing the duties of this job, the employee is occasionally required to walk; sit; use hands to finger, handle, or feel objects, tools or controls; reach with hands and arms; balance; stoop; talk or hear.
Use of hands is required for such technological devices such as a computer, telephone, blackberry and others.
The employee must occasionally lift and/or move up to 15 pounds.
Specific vision abilities required by the job include close vision, distance vision, color vision, peripheral vision, depth perception and the ability to adjust focus.
The employee will be required to travel (sometimes long distances) to attend required meetings.
Work environment: The work is limited to the office environment with occasional trips to other office facilities or locations necessitating walking outdoors or driving.
The noise level in the work environment is usually minimal.
Ensures efficient operation of the Finance office.
Provides ancillary administrative assistance in support of the Board of Directors.
Assists the Actuarial and Underwriting division as needed.
Essential Functions: Supports CFO with management of Board & committee meetings and commitments, board materials, utilizing PowerPoint, Outlook, and Excel Provide administrative support for the Finance division by preparing backup for intercompany billing, maintain check deposits and logs, assist with tracking provider liens, maintaining monthly reconciliations Collaborates with Executive Assistant to the CEO regarding Board meeting needs Attends on-site Board meetings, requiring overnight travel Supports on-site Board meetings, including logistics for meals, lodging, seating arrangements, incidentals Prepares and/or edits professional presentations and documents in Excel, PowerPoint, and Word Prepares deposit of provider refunds and other payments Prepares abandoned property due diligence letters and state filings, using mail-merge between Excel and Word Maintains spreadsheets supporting Board member attendance at meetings and committees.
Maintains spreadsheets for 990 required information for Board expenses Assists with sales and use tax filings and payments Provide support for Finance division meetings.
This could include calendar management, on-site support for meetings and conferences, catering, supply ordering, etc Assist Accounting with resolving AP and vendor billing issues, requests modifications from appropriate groups and follow through until payment is completed Book travel and prepare expense reports for finance, accounting and other personnel, as needed Qualifications/Education/Experience: Prefer Associate’s or Bachelor’s degree, or an appropriate combination of education and experience.
Prefer CAP certification Extensive experience as an administrative assistant, office manager or related position in an executive environment.
Extensive experience using computers including Outlook, Powerpoint, Word and Excel.
Experience with Zoom or MS Teams, expense reporting and travel arranging software preferred.
Experience with preparing financial presentation materials.
Experiece working with Board members and senior leadership.
Exceptional customer service skills with ability to represent the organization responsibly and ethically to both internal and external customers.
Ability to aggregate and publish reports from multiple sources using Adobe and other software tools.
Demonstrated experience influencing and getting results through others.
Ability to think and plan strategically for organizational success.
Ability to maintain confidentiality of sensitive and proprietary information.
Proven attention to detail, and positive, professional demeanor.
Strong interpersonal and communication skills, including phone and email skills.
Project management, time management, organization, prioritization and follow-through skills a must.
Adaptable to changing priorities and deadlines.
Must be team-oriented, self-motivated, proactive and possess initiative.
Physical Demands and Work Environment: The physical demands and work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Physical demands: While performing the duties of this job, the employee is occasionally required to walk; sit; use hands to finger, handle, or feel objects, tools or controls; reach with hands and arms; balance; stoop; talk or hear.
Use of hands is required for such technological devices such as a computer, telephone, blackberry and others.
The employee must occasionally lift and/or move up to 15 pounds.
Specific vision abilities required by the job include close vision, distance vision, color vision, peripheral vision, depth perception and the ability to adjust focus.
The employee will be required to travel (sometimes long distances) to attend required meetings.
Work environment: The work is limited to the office environment with occasional trips to other office facilities or locations necessitating walking outdoors or driving.
The noise level in the work environment is usually minimal.
• Phone : NA
• Location : Roanoke, VA
• Post ID: 9003981821
