Executive Assistant II - Finance

• Collaboration: Proactively engages with an iterative mindset to enhance ideas and achieve organizational results; Cultivates relationships, builds partnerships, shares and learns without boundaries.    

• Service: Focusing on meeting needs and exceeding expectations for those served inside and outside the organization.   

• Respect: Embracing others for their true authentic self; nurture and promote an environment that values diversity of thought, input, experience and expertise.  

• Approachability: Is consistently approachable, open to feedback and truthful; builds trust and authentic professional relationships. 

• Adaptability: Appropriately adjusts behavior to changing conditions and business needs; modifies approach to succeed with new situations and timelines. 

• Resourcefulness: Uses creativity, ingenuity and insight to tackle issues and provide fresh solutions. 

Administrative Support 

• Provides a high level of administrative support to the CFO, V.P. of Finance, and Finance department, to include but not limited to: composing letters and correspondence; establishing calendars, scheduling appointments and meetings, and preparing and organizing materials needed for each meeting; answering telephones and screening calls; arranging travel when necessary; completing expense reimbursement forms; routing invoices for approval; and collecting and distributing mail. 

• Ensures correspondence, committee reports and agenda items for governance meetings are coherent, effective, grammatically correct and professional. 

• Composes and prepares confidential correspondence reports and other complex documents, including Treasurer’s Report. Provide finance and audit information to the CDA, TDIC/IS, TDSC, and Foundation boards. 

• Prepares PowerPoint presentations for various board meetings, orientations, and the AM Best annual meeting. 

• Collects receipts and accounting codes to complete monthly expense report for the corporate credit card of the CFO and others. 

• Organizes monthly department meetings and annual team building event and holiday lunch. 

• Proactively identifies, recommends and manages process improvements to increase business efficiencies. 

• Completes deliverables with a proactive, hands-on approach; follows up with stakeholders as needed, while consistently meeting deadlines and anticipating needs.  

Board and Committee Meeting Support 

• Coordinates Finance and Audit Committee Meetings (for CDA, TDIC/TDIC Insurance Solutions and the CDA Foundation) and Rotunda Partners Board Meetings, including scheduling, communication with board and committee members and/or staff, preparation/distribution of meeting materials, and minute taking/filing. Prepares correspondence and/or reports, and coordinates meeting attendance, equipment and catering needs  

• Composes and maintains meeting minutes for all boards, finance, and audit committees for reporting to independent auditors. 

Non-Essential Functions: 

• Fill in for other administrative staff within the organization as needed.  

• Other projects or assignments as directed by CFO. 

• Performs other duties as assigned.  

• High school diploma or GED 

• 5+ years executive administrative support experience in a professional environment 

• Ability to provide logistical support to meetings and events.  

• Maintain strict confidentiality.   

• Excellent attention to detail is critical.   

• Ability to take initiative and anticipate department needs. 

• Excellent interpersonal, verbal and written communication skills.   

• Respond to changing situations in a flexible manner to meet current needs. 

• Represents the organization to external and internal audiences, which requires judgment and the knowledge to handle tasks independently.  

• Demonstrate diplomacy and tact while interacting with all levels within and outside of the organization 

• Perform job duties with little or no supervision, exercising good judgment and professionalism. 

• Strong computer skills, including ability to use Windows/ Microsoft Office to perform word processing, prepare spreadsheets and prepare presentations.   

• Ability to proficiently type a minimum of 65 WPM.   

• Bachelor’s degree. 

• Familiarity and comfort with Internet searches and prior experience with basic database functionalities (search, data-entry, report generation). 

• Company-wide notary public. 

• Familiarity with volunteer governance structures and for profit structures. 

• General understanding of finance and accounting procedures. 

The California Dental Association is a membership organization that represents 27,000 of the state’s best and brightest dental professionals and champions the oral health of the communities they serve. As the largest state dental association in the U.S., CDA delivers remarkable advocacy initiatives, fierce protection, innovative education and expert guidance to our members. Founded in 1870, CDA has innovated and grown into a family of companies that includes the association, The Dentists Insurance Company (TDIC), TDIC Insurance Solutions, Rotunda Partners and the CDA Foundation.  

The largest of our subsidiaries, TDIC, is an insurance company founded in 1980 by a small group of California Dental Association members in response to skyrocketing malpractice premiums that impacted dentists’ ability to practice productively and patients’ ability to access care. Since that time, we’ve grown to protect 24,000+ policyholders across 15 states with a comprehensive suite of dentist-centric insurance products and risk management tools. With this singular focus and the unparallelled expertise of people who understand dentistry, we’ve earned the trust of our community. 

Collectively, we’re a mission-driven organization that’s here to empower our members and support their practices, dental teams, profession and patients. By making today easier and tomorrow better for dentists, our employees make a meaningful and direct impact on the health of others.  

At CDA we seek out, welcome and invest in talented individuals across unique specialties and prioritize diversity in our hiring practices. We know our employees are integral to our success, and we value their individual talents while encouraging a collaborative, inclusive, respectful and forward-thinking culture. We’re proud to be recognized as a Best Place to Work for factors like our people practices, work environment and trust in senior leaders. 

CDA’s finance department is a high-performing and service-oriented team of professionals who support all of CDA’s companies.  We manage the financial health and integrity of $500 million in invested assets and $150 million in annual revenues.  We value continuous improvement, a commitment to getting it right, and a growth mindset.  Our team members have the opportunity to contribute to high-value projects and grow in their careers. 

If you’re excited to share your talents at a dynamic organization that’s leading the way in oral health, we invite you to apply to join us.