Executive Assistant to the CFO

We are looking for an experienced Executive Assistant to the CFO to provide strategic administrative and operational support in San Antonio, Texas. This role serves as a key partner to the finance leadership team by coordinating priorities, managing sensitive communications, and helping maintain smooth day-to-day operations. The ideal candidate brings sound judgment, financial awareness, and a detail-focused presence while handling confidential matters with discretion.

Responsibilities:
• Oversee the CFO’s schedule by organizing meetings, resolving calendar conflicts, and aligning appointments with shifting business priorities.
• Screen incoming messages and requests, determine urgency, and direct items to the appropriate parties for response or follow-up.
• Prepare high-quality documents such as presentations, reports, correspondence, and briefing materials to support leadership discussions and decisions.
• Monitor deadlines, meeting outcomes, and project milestones to help keep strategic initiatives and departmental commitments on track.
• Maintain accurate and well-structured records for contracts, insurance files, financial documents, and internal procedures.
• Assist with finance-related activities by gathering materials for audits, tax submissions, budget reviews, management reporting, and board-facing presentations.
• Support administrative processes tied to invoice approvals, expense documentation, purchasing records, and contract coordination.
• Help administer insurance programs by tracking renewals, collecting required information, issuing certificates of insurance, and following compliance requirements.
• Partner with internal teams and external advisors such as auditors, attorneys, banks, consultants, and vendors to facilitate finance-related projects and deliverables.
• Use Microsoft 365, SharePoint, Teams, Excel, PowerPoint, and emerging productivity tools to improve organization, workflow efficiency, and information management.• Five or more years of experience supporting senior executives or working in administrative, finance, accounting, audit, bookkeeping, or project coordination roles.
• Bachelor’s degree in Accounting, Finance, Business Administration, or a related discipline is preferred.
• Practical understanding of accounting, budgeting, audit support, insurance administration, compliance, or risk management activities.
• Strong ability to evaluate incoming requests, set priorities, and manage multiple time-sensitive tasks with accuracy.
• Advanced proficiency with Microsoft 365 applications, including Excel, PowerPoint, Teams, and SharePoint.
• Excellent written and verbal communication skills, with the ability to interact effectively with internal leaders and external partners.
• High level of professionalism, discretion, and judgment when handling confidential financial, legal, personnel, and organizational information.
• Experience in nonprofit, banking, public accounting, or financial services environments is a plus.