CFO Support Specialist (Finance & Admin)

ACLD; Bethpage (NY); On-site; USD 60,000 - 73,000; Full time

Job summary

ACLD in Bethpage, NY seeks an Executive Assistant- Finance to support the Chief Financial Officer and the Finance Department with a wide range of administrative and bookkeeping duties. This full-time role requires strong organization and attention to detail.

Responsibilities include monitoring credit balances, maintaining logs, preparing monthly entries and bank reconciliations, and handling documents, leases, and tax forms.

Qualifications

• Associates Degree in Finance or related field required; Bachelor’s Degree preferred.
• Five years’ experience in administrative/office management, preferably with a background in Finance required.
• Experience in bookkeeping preferred.

Responsibilities

• Monitor daily balances on all credit cards. Make payments, as needed, to keep the line of credit fully available.
• Maintain the department’s check/cash log
• Provide administrative support such as oversee and manage all office procedures, including answer and screen telephone calls, schedule and coordinate meetings, appointments, trainings, agendas and calendars.
• Maintain and report monthly on the balances for trust account. Prepare and upload monthly income entries for the Trust accounts in SmartConnect to Great Plains. Review the monthly expense entries. Prepare bank reconciliations monthly.
• Create and maintain office documents, databases, correspondence, invoices, billing, reports, data sheets, telephone directories and brochures.
• Keep track of apartment leases and coordinate receipt of the paperwork and processing of each one as a lease comes up for renewal.
• Prepare the Property Tax Exemption forms required for all Nassau County and Suffolk County houses, adhering to the deadlines for each county.
• Maintain office supplies and equipment

Skills

Microsoft Office

MS Word

MS Excel

Education

Associate’s Degree in Finance or related field

Bachelor’s Degree preferred

Tools

Microsoft Word

Microsoft Excel

Job description

ACLD in Bethpage, NY seeks an Executive Assistant- Finance to support the Chief Financial Officer and the Finance Department with a wide range of administrative and bookkeeping duties. This full-time role requires strong organization and attention to detail.

Responsibilities include monitoring credit balances, maintaining logs, preparing monthly entries and bank reconciliations, and handling documents, leases, and tax forms.