Executive Assistant to the CSFO

Executive Assistant To The Chief School Financial Officer

The Executive Assistant to the Chief School Financial Officer provides high-level administrative, organizational, and confidential support to the CSFO. This position plays a critical role in ensuring the efficient operation of the Finance Department by managing communications, coordinating financial documentation, supporting reporting processes, and serving as a liaison between the CSFO and internal and external stakeholders.

Essential Duties and Responsibilities

• Provide direct administrative support to the CSFO, including, but not limited to: calendar management; scheduling meetings, and coordinating travel arrangements.
• Assist with financial reporting processes, procedures, and financial tracking
• Maintain confidential financial records in compliance with district, state, and federal regulations.
• Assist in preparation of board agenda items and supporting financial documentation.
• Serve as liaison between the CSFO and internal/external customers.
• Track and follow-up on action items.
• Monitor and prioritize incoming communications and respond on behalf of the CSFO as directed.
• Prepare and distribute information as directed by the CSFO
• Maintain organized electronic and physical filing systems.
• Conduct research and compile applicable documentation.
• Ensure compliance with district policies and financial procedures.
• Perform other duties as assigned by the CSFO.

Qualifications

• Associate's degree or Bachelor's degree preferred (Business Administration, Accounting, or related field).
• Minimum of 3–5 years of executive-level administrative experience in a school district or governmental finance setting preferred.
• Strong knowledge of office management systems and procedures.
• Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint, Outlook).
• Ability to handle confidential and sensitive information with discretion.
• Strong organizational, time management, and problem-solving skills.
• Excellent written and verbal communication skills.
• Knowledge of school finance software systems preferred.

Skills and Competencies

• High attention to detail
• Ability to manage multiple priorities
• Professional judgment and discretion
• Strong interpersonal skills
• Initiative and self-direction
• Ability to work independently and as part of a team

Work Environment

This position operates in a professional office environment within a school district central office. The role routinely uses standard office equipment and requires extended periods of sitting, computer work, and occasional attendance at board meetings.