Strategic Executive Assistant to CFO

ACLD; Town of Oyster Bay (NY); On-site; USD 60,000 - 73,000; Full time

Job summary

ACLD is seeking an Executive Assistant-Finance to support the Chief Financial Officer and the Finance Department in Bethpage, NY. This role requires meticulous organization, proactive communication, and the ability to manage multiple tasks in a not-for-profit setting.

Key duties include monitoring balances, maintaining logs, preparing monthly trust entries, bank reconciliations, and maintaining documents and schedules.

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.
• Experience in bookkeeping preferred.

Responsibilities

• Monitor daily balances on all credit cards and make payments to keep lines of credit available.
• Maintain the department’s check/cash log and prepare monthly balances.
• Provide administrative support such as answering and screening calls, scheduling meetings, and coordinating calendars.
• Prepare and upload monthly income entries for Trust accounts and review monthly expense entries.
• Create and maintain office documents, databases, invoices, reports, and brochures.
• Track apartment leases and coordinate renewal paperwork.
• Prepare Property Tax Exemption forms for Nassau and Suffolk counties, respecting deadlines.
• Maintain office supplies and equipment.

Skills

Reasoning

Communication

Organization

Multitasking

MS Office

Education

Associates Degree in Finance

Bachelor's Degree preferred

Tools

MS Office

Excel

Word

Job description

ACLD is seeking an Executive Assistant-Finance to support the Chief Financial Officer and the Finance Department in Bethpage, NY. This role requires meticulous organization, proactive communication, and the ability to manage multiple tasks in a not-for-profit setting.

Key duties include monitoring balances, maintaining logs, preparing monthly trust entries, bank reconciliations, and maintaining documents and schedules.