Executive Assistant to EVP & CFO

Company Name:
SECURA Insurance
Produces effective spreadsheets and PowerPoint presentations including, but not limited to, strategic plans, budgets, customer proposals, etc. Able to create charts, tables, and graphs from financial data in support of the spreadsheet/presentation. May provide research and analysis on various items as requested and necessary.
Provides information per ad hoc requests regarding peers and industry utilizing Business Intelligence reporting tool and other sources of information.
Prepares various periodic financial and management reports, including quarterly presentations to SECURA' Board of Directors and its committees.
Serves as a liaison for the CFO and Finance Division management staff.
Initiates &/or responds to communications on their behalf through written correspondence and via telephone.
Manages multiple calendars, requiring interaction with both internal and external parties to coordinate a variety of meetings. Makes arrangements for necessary meeting facilities, audiovisual equipment, and meals.
Acts as Office Manager for the Finance Division, including maintenance of division document libraries, administration of divisional budgeting and planning, and administrator of divisional technology tools.
Facilitates divisional meetings, including setting agenda, preparing materials, and maintaining minutes.
Provides support for corporate strategic planning.
Opens, sorts, reviews, prioritizes, and distributes incoming mail; handles outgoing items via filing or distribution to employees or outside persons. Composes routine responses with no oversight, and drafts responses for review on more sensitive documents.
Establishes and maintains a systematic electronic and manual filing system on behalf of the Finance Division. Retrieves information from files as needed.
Other duties as assigned based on company needs.
Associates degree (A.A.) or equivalent from a two-year college or technical/business school; bachelor's degree preferred.
Self-learner; adept in learning, implementing, and maintaining technology applications and tools.
Experience with and proficiency in multiple and diverse technology tools such as imaging software, document management software and portals, management reporting and query tools, time reporting tools, and applications.
Strong organizational skills and excellent attention to detail and follow-up.
Strong communications skills; excellent grammar and other business English and written/composition skills required. Knowledge of letter format and style for formal letters, memoranda, minutes, and reports.
Basic financial statement knowledge and other financial information a plus.
Experience with general ledger and financial reporting & planning systems a plus.
Certified Administrative Professional designation a plus.
Experience in the insurance industry a plus.
Expert working knowledge of MS Office and Adobe. High proficiency at advanced levels in Excel and PowerPoint.
Date: 2014-05-08
Country: US
State: WI
City: Appleton
Postal Code: 54912

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