Executive Assistant II - Finance

About the role

The Executive Assistant II - Finance supports the Chief Financial Officer, Vice President of Finance, Finance Department, and Members of the Finance and Audit Committees. This role coordinates and plans company and department functions, prepares agenda packets and minutes for Finance and Audit Committee meetings and Rotunda Partners Board meetings, and executes administrative policies.

Responsibilities

• Provides administrative support to the CFO, V.P. of Finance, and Finance department, including composing letters and correspondence, establishing calendars, scheduling appointments and meetings, and preparing and organizing materials needed for each meeting.
• Coordinates Finance and Audit Committee Meetings (for CDA, TDIC/IS, TDIC Insurance Solutions and the CDA Foundation) and Rotunda Partners Board Meetings, including scheduling, communication with board and committee members or staff, preparation/distribution of meeting materials, and minute taking/filing.
• Prepares PowerPoint presentations for various board meetings, orientations, and the AM Best annual meeting.
• Collects receipts and accounting codes to complete monthly expense report for the corporate credit card of the CFO and others.
• Organizes monthly department meetings and annual team building event and holiday lunch.
• Proactively identifies, recommends, and manages process improvements to increase business efficiencies.
• Completes deliverables with a proactive, hands-on approach; follows up with stakeholders as needed, while consistently meeting deadlines and anticipating needs.

Qualifications

• High school diploma or GED
• 5+ years executive administrative support experience in a professional environment
• Ability to provide logistical support to meetings and events
• Maintain strict confidentiality
• Excellent attention to detail is critical
• Ability to take initiative and anticipate department needs
• Excellent interpersonal, verbal and written communication skills
• Respond to changing situations in a flexible manner to meet current needs
• Represent the organization to external and internal audiences, which requires judgment and the knowledge to handle tasks independently
• Demonstrate diplomacy and tact while interacting with all levels within and outside of the organization
• Strong computer skills, including ability to use Windows/Microsoft Office to perform word processing, prepare spreadsheets and prepare presentations
• Able to proficiently type a minimum of 65 WPM

Benefits

• Remote and hybrid flexibility
• Generous time off program
• Hospitality plans, including FSA and HSA account options
• 401(k) plans, with a generous match and safe harbor contributions upon eligibility
• Paid parental leave
• Wellness programs, including incentives and an In-Shape Family Fitness discount
• Professional development, training and leadership skill-building
• Critical illness, accident, life, pet, short term and long-term disability insurance options
• Employee Assistance Program (EAP) for support navigating day-to-day challenges