Finance Executive Assistant to CFO

Adults and Children with Learning Disabilities; Bethpage (NY); On-site; USD 60,000 - 73,000; Full time

Job summary

ACLD in Bethpage, NY is seeking an Executive Assistant in Finance to support the Chief Financial Officer and the Finance Department with a wide range of administrative duties.

The role includes monitoring balances, logging funds, coordinating meetings, preparing reports, and performing bank reconciliations, leases, and recordkeeping. A degree and several years of experience in administration and bookkeeping are encouraged.

Qualifications

• Associate degree in Finance or related field required.
• 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

Office management

Bookkeeping

MS Office

Verbal & written communication

Education

Associate degree in Finance or related field

Bachelor's degree preferred

Tools

Microsoft Office

Job description

ACLD in Bethpage, NY is seeking an Executive Assistant in Finance to support the Chief Financial Officer and the Finance Department with a wide range of administrative duties.

The role includes monitoring balances, logging funds, coordinating meetings, preparing reports, and performing bank reconciliations, leases, and recordkeeping. A degree and several years of experience in administration and bookkeeping are encouraged.