Executive Assistant to the CFO

About the Organization

The United Planning Organization (UPO) is the designated Community Action Agency for Washington, D.C., serving the District's residents since 1962. Our vision is to create a city of thriving communities and self-sufficient residents, while our mission is "Uniting People with Opportunities." UPO is committed to attracting and retaining outstanding, diverse staff who will enhance our engagement and service in our communities.

About the Role

As the Executive Assistant to the CFO, you will serve as a strategic partner to the Chief Financial Officer and the Director of FP&A within the Office of Finance. This role is designed to ensure a seamless work environment by providing high-level administrative, technical, and project support. You will coordinate the general flow of documents, ensuring quality and accuracy, while utilizing advanced technical skills to prepare presentations and spreadsheets.

In this position, you will act as a primary liaison, fostering solid relationships with outside consultants, internal employees, executive staff, board members, and other business associates. You will be responsible for planning and executing specialized projects, recommending improvements to administrative workflows, and managing complex schedules. Your day-to-day impact will be felt through your coordination of meetings, communication with Audit and Finance Committee board members, and the preparation of critical correspondence and reports for the CFO's review.

Hiring Process & Application

To view this vacancy and learn more about UPO's services, please visit www.upo.org. Applications are accepted on an open basis until the position is filled.

Candidates selected for an offer will be required to successfully complete a criminal background check, FBI fingerprinting, and pre-employment drug screening as applicable for the position. Please note that this position is not covered under the collective bargaining agreement.

Equal Opportunity Statement

UPO is an Equal Opportunity Employer.

Work location

Work model: On-site

429, O Street Northwest, Logan Circle/Shaw, Ward 2, Washington, District of Columbia, 20001, United States

Washington, District of Columbia

Key Responsibilities

check_circleProvide high-level administrative support to the Chief Financial Officer and Director of FP&A
check_circleCoordinate document flow through the office, reviewing for quality, accuracy, and thoroughness
check_circlePrepare presentations and spreadsheets using advanced technical skills
check_circleRecommend and implement improvements in administrative workflows and procedures
check_circleLiaise with outside consultants, internal employees, executive staff, and board members
check_circlePlan and coordinate meetings, learning activities, and collaboration opportunities
check_circleDraft internal memoranda and routine correspondence for the CFO's review and signature
check_circleCommunicate with Board members regarding scheduling and meeting activities
check_circlePlan and execute specialized projects as assigned by the CFO

Requirements

verified2-5 years of proven administrative experience
verifiedHigh proficiency with MS Office (Excel, Word, PowerPoint)
verifiedBachelor's degree (desired)
verifiedCriminal background check
verifiedFBI fingerprinting
verifiedPre-employment drug screening

Nice to Have

Bachelor's degree with 3-5 years of administrative experience at the executive level. Proven excellent communication, office equipment, and information technology skills. Occasional availability outside normal business hours.

Skills, education and keywords

Skills: MS Office, Excel, Word, Powerpoint.

Education: Bachelor's degree with 3-5 years of administrative experience at the executive level (Desired).

Frequently asked questions about Executive Assistant to the CFO at United Planning Organization

What does a Executive Assistant to the CFO at United Planning Organization do?expand_more

A Executive Assistant to the CFO at United Planning Organization is responsible for the following: Provide high-level administrative support to the Chief Financial Officer and Director of FP&A; Coordinate document flow through the office, reviewing for quality, accuracy, and thoroughness; Prepare presentations and spreadsheets using advanced technical skills; and Recommend and implement improvements in administrative workflows and procedures.

What are the requirements for this Executive Assistant to the CFO role?expand_more

To qualify for the Executive Assistant to the CFO at United Planning Organization position, applicants should have: 2-5 years of proven administrative experience; High proficiency with MS Office (Excel, Word, PowerPoint); Bachelor's degree (desired); Criminal background check; FBI fingerprinting; and Pre-employment drug screening.

Where is the Executive Assistant to the CFO role at United Planning Organization located?expand_more

Executive Assistant to the CFO at United Planning Organization is based in 429, O Street Northwest, Logan Circle/Shaw, Ward 2, Washington, District of Columbia, 20001, United States. This is a on-site role.

Is this Executive Assistant to the CFO job remote, hybrid, or on-site?expand_more

United Planning Organization has listed this Executive Assistant to the CFO role as on-site.

How much experience is required for this Executive Assistant to the CFO role?expand_more

Executive Assistant to the CFO at United Planning Organization typically requires 2–5 years of relevant experience at the mid level level.

What skills do you need for the Executive Assistant to the CFO role at United Planning Organization?expand_more

Key skills for Executive Assistant to the CFO at United Planning Organization include MS Office; Excel; Word; and Powerpoint.

What education is required for Executive Assistant to the CFO at United Planning Organization?expand_more

Educational requirements for this role: Bachelor's degree with 3-5 years of administrative experience at the executive level (Desired).

What category does the Executive Assistant to the CFO role belong to?expand_more

Executive Assistant to the CFO at United Planning Organization is part of the admin job category on Recrutus.