Assistant to CEO

Administrative and Executive Support

1.Executive Assistance:

• Manage the EVP’s daily schedule, including appointments, meetings, and travel arrangements, ensuring optimal use of time and resources.
• Handle incoming and outgoing communications on behalf of the EVP and maintain a professional demeanor in all forms of correspondence.
• Prepare financial documents, reports, and presentations for meetings and negotiations to support decision-making processes.

2. Document Management:

• Maintain an organized filing system for all critical documents pertaining to financial and operational management.
• Ensure confidentiality and secure handling of sensitive information

Financial and Operations Management

1.Financial Oversight:

• Assist in the development, execution, and monitoring of the organization’s budget, financial forecasts, and operational adjustments.
• Analyze financial data and performance; prepare reports and projections based on this analysis.
• Support the financial audit processes, and ensure compliance with accounting, legal, and regulatory requirements

2. Operational Efficiency

• Improve operational systems, processes, and best practices that guarantee organizational well-being. Purchase materials, plan inventory, and oversee office efficiency.
• Streamline administrative functions, human resources, and information technology to facilitate smooth office operations.

3. Project Management:

• Lead and support organizational projects ranging from infrastructure development, software upgrades, to process reengineering.
• Apply project management tools and techniques to ensure timely delivery of projects that align with organizational goals.

4. Risk Management and Compliance:

• Identify risks associated with operational and financial functions and implement measures to control risks.
• Maintain compliance with federal, state, and local legal requirements by studying existing and new legislation; anticipate future legislation, enforce adherence to requirements, and advise management on needed actions

Strategic Initiatives and Relationship Management

1.Strategic Planning Support:

• Contribute to the strategic planning of the organization with the EVP; participate in organizational reviews and impact assessment.
• Facilitate the integration of strategic plans with daily operations, enhancing organizational excellence.

2. Stakeholder Engagement:

• Serve as a point of contact between the EVP and other stakeholders including board members, financial institutions, clients, and internal departments.
• Manage and strengthen stakeholder interactions and communications, providing timely and accurate information flow

3. Team Collaboration and Leadership:

• Lead by example in fostering a culture of professionalism, timely feedback, and continuous improvement within the organization.
• Coordinate with various department heads to enhance contributions to the organization’s goals and assist in resolving potential conflicts effectively

Communication and Reporting

1.Effective Communication:

• Facilitate effective communication strategies and practices within the organization to enhance transparency and understanding of financial and operational policies.
• Produce, maintain, and report all required operational and financial records including quarterly reports, incident reports, and others as needed.

2. Training and Development

• Mentor and develop staff using a supportive and collaborative approach: establish and monitor staff performance and development goals, assign accountabilities, set objectives, establish priorities, and conduct annual performance appraisals.

• Candidates must possess a Bachelor's degree in accounting or a closely related business discipline.
• Consideration will be given to an equivalent amalgamation of professional experience and educational background as a potential substitute for the stipulated educational prerequisites
• Expertise in managing complex projects and familiarity with standard project management methodologies
• Advanced proficiency in financial software, MS Office, project management software, and databases.
• Strong analytical, problem-solving, and communication skills
• Ability to work under pressure and manage multiple priorities effectively.
• High ethical standards and professionalism, with a commitment to privacy and confidentiality