Executive Assistant to CFO Position Available In Orange, Florida

Executive Assistant to CFO Taurus Maitland, FL 32751

Position Summary:

The CFO Assistant supports the CFO and COO in both financial and IT-related functions within the bank. Key responsibilities include preparing financial reports, monitoring interest rate risk and liquidity, and handling various accounting tasks. This role requires technical proficiency and the ability to manage regulatory and internal reporting while also contributing to strategic financial planning.

Key Responsibilities:

Prepare monthly, quarterly, and annual financial statements and reports. Assist with budgeting, forecasting, and strategic planning. Compile and submit Call Reports and other regulatory filings. Analyze general ledger accounts and perform reconciliations (bank accounts, investments, assets, accruals, prepaids). Prepare internal control packages. Support liquidity tracking and reporting. Run interest rate risk models and prepare related reports. Help compile reports for the Board and committees. Conduct financial analysis to support strategic decisions. Create special accounting reports for internal and regulatory use. Research investment options and financial alternatives. Provide additional support to the CFO as needed. Ensure compliance with all federal banking regulations, including BSA requirements.

Core Competencies:

Analytical & Problem Solving:

Strong ability to gather data, assess complex issues, and develop effective solutions.

Technical Skills:

Proficiency in financial software, data analysis tools, and Microsoft Office (Word, Excel, Outlook).

Project Management:

Skilled in planning, coordinating, and delivering projects on time and within scope.

Communication:

Strong written and verbal communication skills; capable of tailoring content to audience needs.

Teamwork & Leadership:

Collaborative, open to feedback, and able to mobilize team members toward goals.

Professionalism & Ethics:

Demonstrates integrity, respects confidentiality, and adheres to organizational values.

Adaptability & Initiative:

Flexible with change, proactive in identifying opportunities, and self-motivated.

Strategic Thinking & Business Acumen:

Aligns activities with business objectives and drives cost-effective solutions.

Diversity & Inclusion:

Embraces diversity and fosters an inclusive, harassment-free work environment.

Qualifications:

Education:

Associate degree (A.A.) or equivalent from a two-year college or technical school.

Experience:

6 months to 1 year of relevant finance/accounting experience, or a combination of education and experience.

Language Skills:

Ability to interpret financial, technical, and legal documents; strong writing and public communication skills.

Mathematical Skills:

Proficient with statistics, ratios, percentages, and financial modeling.

Reasoning Skills:

Capable of problem-solving with limited standard procedures and multi-format instructions.

Job Type:

Full-time Pay:

$65,000.00 – $85,000.00 per year

Benefits:

401(k) 401(k) matching Dental insurance Employee assistance program Employee discount Flexible schedule Flexible spending account Health insurance Health savings account Life insurance Paid time off Parental leave Professional development assistance Referral program Relocation assistance Retirement plan Tuition reimbursement Vision insurance

Schedule:

8 hour shift Monday to

Friday Work Location:

In person