Executive Assistant- Finance

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

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Executive Assistant- Finance

Finance - Administrative Assistant Regular Full-Time Bethpage, NY, US

4 days ago Requisition ID: 5384

Salary Range: $66,300.00 To $66,300.00 Annually

Executive Assistant-Finance

When a group of familiescame together in 1957 to find services for their children with developmentaldisabilities, ACLD was born. Today, we are a leading not-for-profit agencyemploying 1200+ staff and providing over 70 program sites in Nassau andSuffolk. ACLD assists children and adults in reaching the highest levelof independence with the freedom to ASPIRE HIGHER in their hopes, dreams andaccomplishments. We are currently seeking a few exceptional people who have apassion to create a meaningful impact in the lives of the amazing people wesupport.

In this position, you will p rovide support to the Chief Financial Officer, as well as the Finance Department, by performing a wide range of department functions.

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

Requirements:

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

Additional Knowledge, Skills and Ability

• Substantial reasoning skills required including the ability to deal with a variety of abstract and concrete issues simultaneously; identify problems; interpret data and draw conclusions; as well as apply principles of logic or theoretical thinking to a wide range of intellectual and practical problems.
• Excellent verbal and written communication skills including the ability to interpret and advise, problem-solve, and professionally present concerns and develop solutions.
• Must be able to handle and prioritize multiple tasks simultaneously.
• Must have excellent organizational skills and deal effectively with all areas of management, staff, outside service providers and families.
• Proficient in Microsoft Office products, especially Word and Excel.