Executive Assistant, Financial Services

• In order for schools to operate effectively, employees are expected to perform all assigned duties and work all scheduled hours during each designated workday, unless the employee has received approved leave
• Any deviation from assigned hours must have prior approval from the employee's supervisor or building administrator
• All employees are required to report to work dressed in a manner that reflects a positive image of USD 259 and is appropriate for their position

• Occasional overtime required
• Attendance at required departmental meetings

• Ability to communicate effectively both verbally and in writing
• Excellent people person and excellent telephone skills
• Listen well to others
• Able to maintain confidentiality
• Ability to produce computer generated reports and correspondence
• Knowledge of schools, procedures, needs, and issues
• Attention to organization and detail
• Ability to perform a variety of tasks and change assignments on short notice, perform under deadlines and work in a calm and efficient manner
• Displays a significant degree of professionalism and confidentiality
• Ability to conform to proper standards of professional dress and appearance
• Knowledge of company's mission, purpose, goals and the role of every employee in achieving each of them

• Contact with personnel within the district and with customers and vendors
• Will be working under the direct supervision of the department supervisor in order to complete day to day tasks
• Will be working with a diverse population requiring the ability to handle all situations with tact and diplomacy
• Must understand and respond appropriately to customer needs and maintain a positive attitude with all customers and colleagues
• Expected to interact with all internal and external customers in a friendly, professional manner and provide quick, responsive customer service

• →Manage the CFO's calendar, scheduling appointments, and coordinating meetings with internal and external stakeholders.
• →Organize and prepare materials for meetings, including agendas, reports, and presentations.
• →Handle communications on behalf of the CFO, including drafting emails, memos, and other correspondence.
• →Screen and prioritize incoming calls and emails, responding or redirecting as appropriate.
• →Maintain and organize confidential files and documents related to budgeting, financial planning, and other department-specific records.
• →Prepare, edit, and proofread reports, presentations, and other documentation required by the CFO.
• →Ensure proper archiving of documents in compliance with district policies and record retention requirements.
• →Support the CFO and finance team with project tracking and deadline management for ongoing initiatives.
• →Assist in organizing cross-departmental meetings and collaborative efforts for major projects, including the annual budget, bond initiatives, building needs assessments, and financial audits.
• →Facilitate communication with school principals and administrators regarding budgeting and financial reporting needs.
• →Support the CFO in managing workflows related to position control, financial system updates, and policy changes.
• →Prepare and manage board materials related to financial reporting, budgeting, and other key initiatives.
• →Coordinate logistics for board meetings, including assembling financial documentation and other required materials.
• →Work closely with the public relations team to review and approve district financial communications.
• →Assist the CFO with presentations and materials for public speaking engagements and district events.
• →Provide support for ad hoc requests, special projects, and data analysis as directed by the CFO.

• High School Degree or GED required
• Bachelor's degree in Finance, Accounting, or Business administration or a relevant area preferred
• Previous clerical experience required

FLSA Status: Non-Exempt