About Team / Role

The EA for the Office of the CFO is a highly visible role and will partner with other EAs, executives, and senior leaders both within the business and within Finance. This individual is expected to build good working relationships at all levels. Responsibilities include: managing calendars, arranging travel, and managing expenses, meeting preparation and organization, preparing reports, planning offsites and team events, and handling information requests. This is a dynamic, fast-paced organization and this position requires a high-energy individual with strong administrative and interpersonal skills.

How you'll make an impact

• Provide comprehensive support to the CFO and additional finance team members as required, ensuring efficient management of schedule, communications, and priorities.

• Provide project support for key meetings, including planning, logistics and execution, coordination and engagement of attendees or key stakeholders, content creation and/or consolidation and actively driving initiatives and actions to completion including Town Halls, Leadership Mtgs, BOD Mtg, off-sites, etc.

• Provide communication support, to include management of emails and tracking of requests and highlighting items requiring urgent response; Creating and/or transmitting communications on behalf of the CFO - which may include Newsletters, Announcements, etc.

• Vendor/Contract/Budget Management: Provide support to the procurement, vendor, contract and invoicing processes to ensure alignment with Budget and WEX Standards and Policies

• Calendar Management: manage the CFOs schedule and act as a liaison to internal and external clients and teams. Help prioritize the most pressing items.

• Travel/Itinerary Management: Management of travel and prioritization of CFO's time in alignment with corporate meetings; Track and submit expenses on behalf of the CFO

• Assist in preparation of CFO presentations, key messages and speaking notes

• Support finance team meetings; Take notes and identify key actions / deliverables and ensure a cadence of follow up and collaboration from the team to complete identified tasks

• Serve as liaison between employees, executives, senior leaders, and CEO, regarding project updates, proposals, and other key areas requiring CFO input

• Tracking high priority initiatives for the executive and identifying any obstacles, communicating initiative status to the executive, pulling in other executives or team members as necessary

• Help drive a strong team culture including coordinating regular finance team get togethers

Experience you'll bring

• Bachelor's degree is preferred.

• 3-5 years of experience in administrative roles, preferably in a finance or executive support capacity. Experience supporting C-suite executives is a plus.

• Demonstrated analytical, project coordination, and management skills; Strong attention to detail, with commitment to delivering high-quality work.

• Ability to manage multiple requests and prioritize needs effectively in a fast-paced environment.

• Excellent presentation/communication skills, with the ability to distill complex topics into executive level insights and debriefs.

• Confidence and the ability to lead, establish relationships, and resolve conflicts

• A commitment to discretion and confidentiality, coupled with a high level of integrity and professionalism.

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