Strategic CFO Executive Assistant — Hybrid, Nonprofit

SAN-Antonio-Area-Foundation; San Antonio (TX); Hybrid; USD 65,000 - 95,000; Full time

Job summary

The Area Foundation seeks an experienced Executive Assistant to support the CFO with high-level administrative, financial, and operational tasks. You will manage communications, prioritize workflow, and coordinate key projects across Finance and other departments.

This role requires strong accounting knowledge, discretion, and professional judgement to handle sensitive information, prepare reports, and assist with audits, investments, and insurance coordination.

Qualifications

• Bachelor's degree in accounting, finance, business administration, or related field preferred.
• Minimum five years of executive assistant, accounting, finance, audit, bookkeeping, or related experience.
• Nonprofit, public accounting, banking, or financial services experience strongly preferred.
• Ability to review communications and independently determine priority, risk level, and routing.
• Advanced proficiency in Microsoft 365 applications including Outlook, Excel, Word, PowerPoint, Teams, and SharePoint.

Responsibilities

• Provide high-level executive support to the CFO, including calendar management and meeting logistics.
• Draft, edit, and prepare communications, reports, and presentations for the CFO.
• Coordinate audits, tax filings, financial reviews, and regulatory reporting deadlines.
• Assist with budget materials, dashboards, board presentations, and management reporting.
• Support contract administration, purchasing documentation, and insurance coordination.

Skills

Executive support

Accounting knowledge

Microsoft 365 proficiency

Communication skills

Confidentiality

Education

Bachelor's degree in accounting, Finance, Business Administration, or related field

Tools

Microsoft 365

SharePoint

Outlook

Excel

PowerPoint

Teams

Job description

The Area Foundation seeks an experienced Executive Assistant to support the CFO with high-level administrative, financial, and operational tasks. You will manage communications, prioritize workflow, and coordinate key projects across Finance and other departments.

This role requires strong accounting knowledge, discretion, and professional judgement to handle sensitive information, prepare reports, and assist with audits, investments, and insurance coordination.