Executive Associate

Essential Functions (Principal Duties and Job Responsibilities):

• Manage the CFO's calendar, correspondence, meeting preparation, and confidential matters requiring discretion and sound judgment.
• Support budget preparation, forecasting, and variance analysis under the direction of the CFO and finance leadership.
• Compile and format financial reports, dashboards, and presentation materials for senior leadership and Board meetings.
• Help coordinate materials and logistics for Board of Trustees finance committee meetings and other executive-level reviews.
• Track and follow up on special projects and action items on behalf of the CFO.
• Serve as a point of contact between the CFO's office and Treasury, the Controller's Office, Grants and Research Finance, and auxiliary units.
• Maintain and update financial planning and budgeting calendars, templates, and process documentation.
• Support use of financial systems and tools (ERP, budgeting software, reporting platforms), including basic troubleshooting and data entry/updates.
• Flag operational or administrative issues to the CFO and help coordinate resolution.

• Perform other duties as assigned in support of the Division of Finance.

Knowledge, Skills and Abilities Required:

• Working knowledge of financial planning, budgeting, and reporting processes, ideally within higher education, academic medicine, or healthcare.
• Familiarity with ERP and financial reporting systems.
• Strong organizational and project-coordination skills, with the ability to manage multiple priorities and deadlines.
• Strong written and verbal communication skills.
• Sound judgment, discretion, and confidentiality in handling sensitive information.
• Proficiency in Microsoft Office (Excel, PowerPoint) and comfort working with financial data.

Knowledge, Skills and Abilities Preferred:

• Advanced expertise in financial planning, budgeting, forecasting, and variance analysis, ideally within higher education, academic medicine, or healthcare.
• Strong command of enterprise financial operations, including integration with Treasury, the Controller's Office, Grants/Research Finance, and auxiliary functions.

Education and Experience Required:

• Bachelor's degree in Finance, Accounting, Business Administration, or a related field required;
• Minimum of 7+ years of progressively responsible experience in executive level support preferably in financial planning and analysis or budget planning, ideally within higher education, academic medicine, or healthcare.
• Prior experience working directly with or supporting a CFO, senior finance executive, or executive leadership team strongly preferred.
• Demonstrated experience with ERP and financial management/reporting systems.
• Experience preparing materials for and/or presenting to boards, executive committees, or senior leadership preferred.