Executive Assistant to the CFO

1 week ago


New York, New York, United States Surf Search Full time

Our client is a NYC based Real Estate Investment Firm. With a focus on distressed, deep value add and contrarian investing, mostly within the United States. They manage a diverse portfolio of real estate investments and manage over 4.0 billion of equity capital.

The Executive Assistant will support the companies Treasury, Tax, and Finance Departments, as well as, the Chief Financial Officer, department heads, and other team members. Position is hybrid: Either 3 days in office, or sometimes 4 days in the office.

MAIN RESPONSIBILITIES:

· Support Treasury function by ensuring the company funding memo documentation process is compliant with all internal protocol

· Maintain all cash, wire payment, and funding logs in Microsoft Excel (daily as cash activity occurs)

· Confirm 100% of all new wire instructions are validated by verbal phone confirmation with appropriate vendors

· After all investment funding's obtain confirmation from all joint venture partners that all third parties have funded their capital call obligations

· Assist head of tax compliance with all tax payments and filings throughout the year.

· Ensure tax remains coordinated with Treasury to make all quarterly tax payments

· Process and mail all tax returns that require physical mail with appropriate certified return receipts for all company related vehicles

· Manage all document support for proof of mailings

· Save down bank statements monthly as part of books and records support

· Track receipt of periodic financial statement reporting for all JV-level entities

· Save down all funding memos and other appropriate records in compliance with company's books and records policies and confirm all archived files have been shared with the Fund Administrator

ADDITIONAL RESPONSIBILITIES:

· Calendar management – arrange meetings, calls, and video conferencing with platforms such as Zoom and Microsoft Teams for team members

· Coordinate travel requirements in accordance with company policies

· Prepare expense reports (Concur) for team members (primarily CFO)

· Coordination of office events, such as office lunch meetings and outings, as needed

· Work with third parties and JV venture partners to obtain supporting documentation

· Assist in special projects

MAIN REQUIREMENTS:

· 5+ years of applicable executive administrative support experience working in financial services, preferably with exposure to Treasury, Tax, or Finance functions.

· Exceptionally well-organized self-starter with time-management skills and the ability to manage multiple priorities and work effectively under pressure

· Focused on the implementation and maintenance of defined process flows for the execution of critical tasks

· Proficient in Microsoft Office, particularly Word, Excel, and PowerPoint, to collate, manage, process and present data and information

Salary will be between 70K-80K (DOE) with a bonus, + benefits. (100% of the benefits are covered). They offer generous benefits which impacts overall compensation, free lunch daily and 3 weeks paid vacation.



  • New York, New York, United States S&P Global Full time

    About the Role:Grade Level (for internal use):09The Role: Executive Assistant to CFOThe Impact:At S&P Global, the Executive Assistant will initially support the Interim Chief Financial Officer and once appointed, the CFO of S&P Global. This role is a critical member of the team, setting a high bar and role-modeling our core values of Discovery Partnership,...


  • New York, New York, United States S&P Global Full time

    About the Role:Grade Level (for internal use):09The Role: Executive Assistant to CFOThe Impact:At S&P Global, the Executive Assistant will initially support the Interim Chief Financial Officer and once appointed, the CFO of S&P Global. This role is a critical member of the team, setting a high bar and role-modeling our core values of Discovery Partnership,...


  • New York, New York, United States MarketAxess Full time

    About Us MarketAxess is on a journey to digitally transform one of the world's largest financial markets, enabling the shift from analog, phone-based trading to a fully electronic marketplace. Why does this matter? Because our platform makes trading fixed-income more accessible, ultimately improving transparency, efficiency, and competition in the...

  • CFO - Family office

    3 weeks ago


    New York, New York, United States Page Executive Full time

    About Our ClientSingle Family office with a focus on commercial real estate, along with some additional investments. Small, close knit office providing a high service level to a small International family. Offices based in Manhattan. This is a predominately in office role, 4-5 days per week with flexibility.Job DescriptionReporting to the CEO of this family...


  • New York, New York, United States ESTÉE LAUDER COMPANIES Full time

    Position SummaryProvide administrative support for the office of the CFO. Help to effectively manage and organize ever-changing priorities, using good judgment and the utmost discretion. Must be comfortable working with a wide variety of stakeholders in a highly complex, fast-moving business environment. A professional, positive, and calm demeanor is...

  • cfo/cco

    3 weeks ago


    New York, New York, United States Tabor Asset Management, LP Full time

    OverviewTabor Asset Management, LP ("Tabor") is an investment manager focused primarily on Consumer but also on Technology, Media and Telecommunications stocks globally. The firm has been around for 5 years and is run by Jonathan Jacoby (CIO) and Ankur Jain (President). We are a 7-person team based in New York. DescriptionTabor has an opportunity to add a...

  • Analyst, CFO Services

    3 weeks ago


    New York, New York, United States Alvarez & Marsal Europe Full time

    OVERVIEW: A&M CFO Services work with private equity held portfolio companies and provide our clients with solutions to preserve and generate value for their businesses. Our goal is to improve transparency to key drivers and business performance, to support increasing cash and EBITDA, and to provide benefits through hands-on involvement in our clients'...


  • New York, New York, United States Executive Profiles Inc. Full time

    Our client, a well-known established Manufacturer located in New Jersey, is looking for an Accounts Payable Administrative Assistant to join the team. Responsibilities include supporting the CFO with account payable, resolving issues, chargeback, verifying and posting receipts, maintain all accounts receivable receipts,. We are looking for dynamite and...


  • New York, New York, United States Executive Profiles Inc. Full time

    Our client, a well-known established Manufacturer located in New Jersey, is looking for an Accounts Payable Administrative Assistant to join the team. Responsibilities include supporting the CFO with account payable, resolving issues, chargeback, verifying and posting receipts, maintain all accounts receivable receipts,. We are looking for dynamite and...


  • New York, New York, United States Executive Profiles Inc. Full time

    Our client, a well-known established Manufacturer located in New Jersey, is looking for an Accounts Payable Administrative Assistant to join the team. Responsibilities include supporting the CFO with account payable, resolving issues, chargeback, verifying and posting receipts, maintain all accounts receivable receipts,. We are looking for dynamite and...

  • Executive Secretary

    3 weeks ago


    New York, New York, United States NYC Health + Hospitals Full time

    About NYC Health + Hospitals NYC Health + Hospitals/Gotham Health is one of the largest Federally Qualified Health Center (FQHC) in the country, providing coordinated world-class primary and specialty care with dignity and respect for all New Yorkers, without exception. At Gotham Health, we practice a person-centered caring culture that values delivering...

  • Executive Assistant

    3 weeks ago


    New York, New York, United States The New York Times Full time

    Themissionof The New York Times is to seek the truth and help people understand the world. That means independent journalism is at the heart of all we do as a company. It's why we have a world-renowned newsroom that sends journalists to report on the ground from nearly 160 countries. It's why we focus deeply on how our readers will experience our journalism,...


  • New York, New York, United States Stable Rock Solutions Full time

    Job DescriptionJob DescriptionFirm Overview:Stable Rock Solutions LLC ("Stable Rock") is a rapidly expanding, forward-thinking accounting centric outsourcing firm that specializes in providing a comprehensive suite of back-office services to early-stage and mid-sized commercial enterprises. Our innovative platform offers a full range of services encompassing...


  • New York, New York, United States The Children's Village Full time

    Position Overview:The Executive Program Assistant to Vice President is responsible for providing administrative and programmatic support to all of the Inwood House Division programs as well as to the Vice President of Inwood House. The EPA will be responsible for coordinating meetings, conference calls and other communications with internal and external...

  • Executive Assistant

    3 weeks ago


    New York, New York, United States The Job Plugs LLC Full time

    The Job Plugs LLC The Job Plugs LLC New York, NY New York, NY Temporary Temporary $26.50 - $30.50 an hour $26.50 - $30.50 an hour 6 days ago 6 days ago 6 days ago Location:New York, New York Work Schedule:Monday - Friday, 9AM - 5PM Pay Rate:$26.50-$30.50 Job Title:Volunteer Coordinator Job Description:We are seeking a highly organized and personable...


  • New York, New York, United States The City University of New York (CUNY) Full time

    Confidential Executive Assistant - Office of the PresidentPOSITION DETAILSThe Graduate Center benefits from highly ambitious and diverse students and alumni who in turn teach hundreds of thousands of undergraduates every year. Through its public programs, the Graduate Center enhances New York City's intellectual and cultural life.This is an excluded...


  • New York, New York, United States Tory Burch Full time

    We are an American luxury lifestyle brand, founded in 2004. Anchored in the casual elegance of American sportswear, Tory's design philosophy is defined by effortless silhouettes, innovative materials, eclectic juxtapositions of color, and the tension of past and present. The collections include ready-to-wear, handbags, footwear, accessories, jewelry, home...


  • New York, New York, United States Tory Burch Full time

    We are an American luxury lifestyle brand, founded in 2004. Anchored in the casual elegance of American sportswear, Tory's design philosophy is defined by effortless silhouettes, innovative materials, eclectic juxtapositions of color, and the tension of past and present. The collections include ready-to-wear, handbags, footwear, accessories, jewelry, home...

  • Executive Assistant

    3 weeks ago


    New York, New York, United States Private Equity Full time

    Job DescriptionJob DescriptionExecutive Assistant:Private Equity Firm with global reach is seeking an Executive Assistant to support a Senior Executive We are looking for an individual with finance experience that is a creative problem solver who can think outside of the box. Executive Assistant Job Responsibilities:Heavy calendar managementHandle logistics...


  • New York, New York, United States The Washington Post Full time

    Job DescriptionThe Executive Assistant to CAO is a role that embodies professionalism, discretion, confidentiality, and collaboration. It's a highly responsible-and highly rewarding-role; one that demands a mastery of time management, strong organizational skills, excellent interpersonal skills, and deep attention to detail. Working alongside the CAO on...