Executive Assistant - Finance
The Executive Assistant is responsible for providing administrative support to the Chief Financial Officer, Vice President of Finance, Finance and Members of the Finance and Audit Committees. The Executive Assistant will coordinate and plan company and department functions throughout the year, prepare agenda packets and minutes for all Finance and Audit Committee meetings and Rotunda Partners Board meetings, and execute administrative policies.
Universal Competencies:
- Collaboration: Proactively engages with an iterative mindset to enhance ideas and achieve organizational results; Cultivates relationships, builds partnerships, shares and learns without boundaries.
- Service: Focusing on meeting needs and exceeding expectations for those served inside and outside the organization.
- Respect: Embracing others for their true authentic self; nurture and promote an environment that values diversity of thought, input, experience and expertise.
Essential Competencies:
- Approachability: Is consistently approachable, open to feedback and truthful; builds trust and authentic professional relationships.
- Adaptability: Appropriately adjusts behavior to changing conditions and business needs; modifies approach to succeed with new situations and timelines.
Essential Functions – must be able to perform with or without a reasonable accommodation:
Administrative Support
- Provides administrative support to the CFO, V.P. of Finance, and Finance department, to include but not limited to: composing letters and correspondence; establishing calendars, scheduling appointments and meetings, and preparing and organizing materials needed for each meeting; answering telephones and screening calls; arranging travel when necessary; completing expense reimbursement forms; routing invoices for approval; and collecting and distributing mail.
- Ensures correspondence, committee reports and agenda items for governance meetings are coherent, effective, grammatically correct and professional.
- Composes and prepares confidential correspondence reports and other complex documents, including Treasurer’s Report. Provide finance and audit information to the CDA, TDIC/IS, TDSC, and Foundation boards.
- 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.
- Organize monthly department meetings and annual team building event and holiday lunch.
Board and Committee Meeting Support
- Coordinates Finance and Audit Committee Meetings (for CDA, TDIC/TDIC Insurance Solutions and the CDA Foundation) and Rotunda Partners Board Meetings, including scheduling, communication with board and committee members and/or staff, preparation/distribution of meeting materials, and minute taking/filing. Prepares correspondence and/or reports, and coordinates meeting attendance, equipment and catering needs
- Composes and maintains meeting minutes for all boards, finance, and audit committees for reporting to independent auditors.
Non-Essential Functions:
- Fill in for other administrative staff within the organization as needed.
- Other projects or assignments as directed by CFO.
- Performs other duties as assigned.
Minimum 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.
- Represents 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
- Perform job duties with little or no supervision, exercising good judgment and professionalism.
- Strong computer skills, including ability to use Windows/ Microsoft Office to perform word processing, prepare spreadsheets and prepare presentations.
- Ability to proficiently type a minimum of 65 WPM.
Preferred Qualifications:
- Bachelor’s degree.
- Familiarity and comfort with Internet searches and prior experience with basic database functionalities (search, data-entry, report generation).
- Company-wide notary public.
- Familiarity with volunteer governance structures and for profit structures.
- General understanding of finance and accounting procedures.
Working Conditions: Occasionally (1-33%) Frequently (34-66%) Constantly (67-100%)
- Constantly standing, bending, sitting
- Overnight travel - minimal
- Occasional overtime
- Occasionally lift equipment/supplies up to 15 pounds
We Are CDA
Over our 150-year history, the California Dental Association (CDA) has become a leader in oral health throughout California and the country. Today, we continue to support our community of over 27,000 dentists through our family of companies, which include The Dentists Insurance Company (TDIC), TDIC Insurance Solutions, Rotunda Partners and the CDA Foundation. At CDA, we value individual talents, encouraging a diverse, collaborative, and innovative work environment fueled by new ideas. As our organization continues to grow, we invite you to be a part of what’s next.
CDA is an equal opportunity employer and is committed to the principle of equal employment opportunity for all employees and providing a safe work environment. CDA does not tolerate discrimination or harassment and all employment decisions are based on job requirements and individual qualifications, without regard to race, color, religion, national origin, age, gender, gender identity or expression, sex, ancestry, citizenship status, mental or physical disability, genetic information, sexual orientation, veteran or military status. If you have a disability or special need that requires accommodation, please contact us at humanresources@cda.org.
To see our privacy policy, go to www.cda.org/Home/About/Careers-at-CDA/Apply