Executive Assistant to the EVP and CFO

EXECUTIVE ASSISTANT TO

THE EXECUTIVE VICE PRESIDENT AND

THE CHIEF FINANCIAL OFFICER

The Executive Assistant provides high-level administrative and operational support to the Executive Vice President (EVP) & the Chief Financial Officer (CFO). This role is responsible for ensuring the smooth day-to-day functioning of these executives by proactively managing calendars, communications, projects, and logistics. The ideal candidate is highly organized, resourceful, and anticipatory, with the ability to manage competing priorities in a fast-paced environment.

• Bachelor's degree preferred.
• Minimum of five (5) years of experience as an administrative assistant or related position required; experience supporting an executive is strongly preferred.
• Valid driver's license with a clean driving record required.

• Proven ability to manage complex and shifting calendars with competing priorities.
• Exceptional time management, prioritization, and organizational skills.
• High attention to detail and accuracy.
• Excellent verbal and written communication skills.
• Strong editing, proofreading, and executive-level document preparation abilities.
• Demonstrated discretion and integrity in handling sensitive and confidential information.
• Proficient in Microsoft Office Suite (Word, Excel, PowerPoint).
• Proficient in Google Workspace (Gmail, Drive, Sheets).
• Experience using Salesforce CRM preferred, including pulling and interpreting reports.
• Self-starter with the ability to anticipate needs and act independently.
• Adaptable and responsive to shifting priorities and urgent, last-minute requests.
• Experience coordinating projects and tracking deliverables and timelines.
• Strong analytical skills with the ability to prepare data reports, graphs, and charts.

• Manage the EVP's and the CFO's complex and frequently changing calendars coordinating internal and external appointments, resolving scheduling conflicts, and arranging travel accommodations.
• Prepare and submit executives' credit card reports; review and approve expense submissions from direct reports.
• Assist with payroll input and approval processes for the direct reports of the EVP and CFO in Bosma's payroll system.
• Maintain efficient and timely communications on behalf of the executives, ensuring clarity, professionalism, and responsiveness.
• Draft, edit, and proofread high-quality documents, correspondence, and presentations for both internal and external stakeholders.
• Maintain confidentiality and demonstrate sound judgment in handling sensitive information and executive-level decision-making support.
• Create and format documents and reports using Microsoft Word, Excel, and PowerPoint; collaborate with teams using Google Workspace.
• Generate, analyze, and distribute reports from Salesforce CRM to support planning and performance tracking.
• Anticipate the needs of the executives by taking proactive steps to support their effectiveness and resolve issues before escalating.
• Adjust quickly to shifting priorities and manage urgent requests while maintaining high-quality output.
• Support project coordination by monitoring timelines, deliverables, and milestones; ensure teams are aligned and deadlines are met.
• Analyze data to develop charts, graphs, and visual reports for presentations and strategic documents.

• Action-Oriented - take strategies and ideas, develop plans and turn them into reality
• Resilient - bouncing back from difficult situations, maintaining a positive outlook and finding a way forward, requires courage and commitment

Opportunity

• I will communicate in a way that makes others feel respected, valued and heard.
• I will actively listen to others when they communicate with me.
• I will work together with others to achieve our goals.
• I will be open to change as it will support the Bosma Mission and Vision
• I will take risks when necessary.

Accountability

• I will arrive on time for my shift and be ready to work.
• I will help my coworkers.
• I will acknowledge my mistakes and work to correct them.
• I will work on solutions to problems and communicate them to my leader respectfully and collaboratively
• I will be willing to accept constructive feedback to improve my performance.
• I will perform to the expectations outlined in my role.

Innovation

• I will conduct myself at work in a way that creates a positive outlook.
• I will have an open mind to changes that provide benefits and opportunities to others.
• I will challenge myself to be curious and a lifelong learner.
• I will positively collaborate with others.

The employee filling this position has been authorized by the Bosma Management Team to perform the job duties listed in this job description.