Executive Assistant

Role Overview

• Arrange travel and accommodations; prepare monthly expense reports
• Screen incoming telephone calls; take and deliver accurate messages; respond to requests by gathering and providing information and referring non-routine calls to the appropriate staff
• Manage the Executive's contact database
• Communicate clearly and concisely, both verbally and in writing; use sound judgment and organizational skills to appropriately triage and/or act on matters on behalf of the CFO
• Continuously organize complex calendars and schedules, resolving all scheduling issues as they arise
• Draft, prepare, and/or edit correspondence, presentations, meeting materials, and reference materials
• Manage sensitive matters and financial information with a high level of confidentiality and discretion, especially material, non-public financial information
• Conserve the Executive's time by reading, researching, collecting, and analysing information as needed, in advance
• Willingness to enthusiastically complete both high-level and low-level tasks and ad hoc special assignments
• Positively represent the CFO and the company through exceptional interpersonal skills, a keen eye for detail, consistent follow-through, and a desire to continuously improve themselves and their work
• Assist with quarterly supplemental disclosure certification process
• Research and coordinate logistics for Board/investor-related events and roadshows, including dinner reservations, hotel options, and travel/transportation arrangements
• Maintain accurate meeting logs, including roadshows and conferences, to track and report ownership trends, meeting history, and investor interactions
• Review solar and EV charging lease agreements and translate key terms, conditions, and requirements into standardized fields, templates, and workflows in Salesforce
• Leverage AI tools to enhance efficiency and support executive-level priorities

Requirements

• A BA/BS undergraduate degree
• Minimum three to five years’ experience in administrative support at the Executive level
• Advanced level in MS Outlook, Word, Excel, PowerPoint, and Adobe Acrobat
• Ability to handle confidential information
• Superior time management and prioritizing skills with the ability to focus on multiple tasks simultaneously
• Strong attention to detail and organization
• Must possess good analytical skills and problem-solving abilities, translating these skills into good judgment and decision making on behalf of the CFO
• Must be able to assume initiative and work independently with minimal direction
• Proven ability to interact with multiple levels of the organization successfully and coordinate activities and efforts within a “collaborative” environment
• Excellent verbal & written communication skills (both internal & external customers)
• Ability to meet assigned project(s) deadlines
• Exhibits a “results oriented” approach to tasks, assignments, and responsibilities
• Ability to work required hours and additional time as necessary to meet reporting requirements

Benefits

• very competitive pay commensurate with background and responsibilities
• benefits and perks package that supports career engagement, growth, good health and connection with teammates and our communities