Executive Assistant to the Chief Financial Officer

City of Cleveland, OH; Cleveland (OH); On-site; USD 65,000 - 90,000; Full time

Job summary

The City of Cleveland, Ohio, is seeking an Executive Assistant to the Chief Financial Officer to provide high-level administrative and analytical support. You will screen communications, manage the CFO’s schedule, prepare board materials, and handle confidential information to enable strategic financial discussions.

You will coordinate committee materials, prepare minutes, and oversee DocuSign workflows, contributing to budgeting, governance, and public accountability in a municipal setting.

Qualifications

• Typically 5–8+ years of senior-level administrative or executive support experience, preferably in finance, corporate, or mission-driven settings.
• Bachelor’s degree in business, finance, or a related field (an MBA or accounting exposure is a strong plus).
• Advanced skill in Microsoft Office Suite (Outlook, Excel, PowerPoint), collaboration platforms (Teams, SharePoint), and expense/CRM tools (Concur).
• Core competencies: attention to detail, proactive problem-solving, strong written and verbal communication, integrity.

Responsibilities

• Calendar & Schedule Management: Proactively manage a complex, fast-paced calendar, resolve conflicts and sequence meetings.
• Board & Committee Support: Coordinate materials, presentations, agendas, and minutes for Audit, Finance, and Investment Committee meetings.
• Meeting Preparation & Minutes: Operational facilitator for the Consultant Review Committee (CRC), prepare agendas, financial briefing packets for dissemination to CRC.
• Information & Inbox Triage: Handle sensitive financial, legislative or personnel information with extreme discretion and confidentiality.
• Inter-Agency and External Communications & Liaison: Primary point of contact between the CFO, internal department heads and external stakeholders.
• Process Administrator DocuSign: Oversees, manages, and optimizes organizational workflows, contract approval process through DocuSign.
• Other duties, as assigned

Skills

Executive support

Calendar management

Communication

Discretion & integrity

Problem-solving

Education

Bachelor’s degree in business/finance

MBA or accounting exposure

Tools

Microsoft Office Suite

Outlook

Excel

PowerPoint

Teams

SharePoint

Concur

DocuSign

Job description

Position Summary

The Executive Assistant to the Chief Financial Officer (CFO) acts as the organizational support to the Finance Director, ensuring the CFO's office runs smoothly by screening communications, managing schedules, and other duties that free up the CFO to focus on high-level financial strategy, budgeting, board governance, and other duties required of a senior city official. An Executive Assistant to the CFO of a municipal government provides high-level administrative, analytical, and confidential support to the head of the city’s Finance Department.

Under administrative direction, is responsible for planning and administering a specific project or program for a City department. Serves as the administrative supervisor on projects or programs. Plans, assigns, supervises, and reviews activities of subordinate personnel. Monitors the project or program's operating budget and assists in the annual preparation of same. Designs, implements, and monitors procedures utilized in program evaluation. Develops and secures commitments from other City departments and agencies to provide services to program participants. Provides technical assistance or reviews program policies and procedures. Maintains current information and oversees the preparation of project status reports. Prepares financial and narrative reports and program applications. Communicates project/program status and information to municipal officials and/or public and private entities. May supervise employees assigned to the respective project. Performs other related duties as required.Bachelor's Degree from an accredited four-year college or university in Business or Public Administration, Social Sciences, or closely related field preferred. Two (2) years of any equivalent combination of education, training and experience in program administration required. Must be able to lift and carry thirty (30) pounds. Valid State of Ohio Driver's License required.

Key Responsibilities of the position

• Calendar & Schedule Management: Proactively manage a complex, fast-paced calendar, resolve conflicts and sequence meetings.
• Board & Committee Support: Coordinate materials, presentations, agendas, and minutes for Audit, Finance, and Investment Committee meetings.
• Meeting Preparation & Minutes: Operational facilitator for the Consultant Review Committee (CRC), prepare agendas, financial briefing packets for dissemination to CRC.
• Information & Inbox Triage: Handle sensitive financial, legislative or personnel information with extreme discretion and confidentiality.
• Inter-Agency and External Communications & Liaison: Serve as a primary point of contact between the CFO, internal department heads and external stakeholders.
• Process Administrator DocuSign; oversees, manages, and optimizes organizational workflows, operating procedures, and administration of the contract approval process through DocuSign.
• Other duties, as assigned

Additional Qualifications & Skills

• Experience: Typically, 5 to 8+ years of senior-level administrative or executive support experience, preferably in finance, corporate, or mission-driven settings.
• Education: Bachelor’s degree in business, finance, or a related field (an MBA or accounting exposure is a strong plus).
• Technical Proficiency: Advanced skill in Microsoft Office Suite (Outlook, Excel, PowerPoint), collaboration platforms (Teams, SharePoint), and expense/CRM tools (Concur).
• Core Competencies: Exceptional attention to detail, proactive problem-solving, strong written and verbal communication, and absolute integrity.

Job Summary & Purpose

• Role:Manages day-to-day calendar coordination, and high-priority communications.
• Environment: Operates in a public-sector, politically sensitive, and highly regulated municipal finance office.
• Key Goal: Relieves the CFO of routine administrative and operational details so they can focus on municipal budgeting, fiscal policy, and strategic planning.

Preferred Skills

• Advanced proficiency in office software (Microsoft 365 Suite/Google Workspace).
• Strong written and verbal communication skills for drafting public notices, resolutions, and reports.
• High level of discretion, ethical judgment, and confidentiality regarding municipal finances and personnel matters.
• Basic understanding of local government operations, public finance, or budgeting workflows.

https://www.clevelandohio.gov/city-hall/departments/human-resources/total-rewards

The City's guiding principles are as follows: Placing Clevelanders at the Center, Empowering Employees to Do Purposeful Work, Defining Clear and Pragmatic Objectives, Leading with Trust and Transparency, Striving for Equity in All We Do, and Embracing Change. All City employees are responsible for embracing and carrying out these principles in all that they do.