Assistant To Controller/Chief Financial Officer Resume Example Company Name

ASSISTANT TO CONTROLLER/CHIEF FINANCIAL OFFICER

Professional Summary

Hardworking and focused Administrative professional offering excellent communication, planning and prioritization skills demonstrated through several years of performance. Skilled at drafting reports and business correspondence, managing mail and corporate purchasing card, and scheduling meetings . Exceptional organizational skills with knowledge of MS Office Suite. Dedicated to excellent customer service and team communication.

Skills

Advanced MS Office Suite
Schedule & calendar planning
Office administration
Administrative support
Verbal and written communication

Official Notary of the Public
Organizational skills
Maintains confidentiality
Corporate Credit Purchasing card systems
Data Entry

Work History

Assistant to Controller/Chief Financial Officer, 03/2019 to Current
Company Name – City, State

Produced accurate office files, updated spreadsheets and crafted presentations to support Controller.
Kept physical files and digitized records organized for easy updating and retrieval by authorized team members.
Managed external contacts for CFO and kept track of periodic communication needed for priority contacts.
Created appropriate documentation for members of board of trustee before meetings.
Prepared insurance renewal applications for submission to insurance brokers.
Handled all scheduling for Controller's calendar and prepared meeting agenda and materials.
Worked with Human Resources to coordinate and complete special projects for the Juniata Associate Program.
Responded to emails and other correspondence to facilitate communication and enhance business processes.
Carefully transcribed board meeting minutes.
Handled sensitive information with the utmost confidentiality on a daily basis.
Oversaw purchasing cards for the College. Ordered, setup and trained all cardholders. Monitored Pcard activity and worked with cardholders to resolve any disputes or discrepancies. Act as a liaison with the bank.
Devoted special emphasis to punctuality and worked to maintain outstanding attendance record, consistently arriving to work ready to start immediately.
Served as official Notary Public.

Assistant to Chief Financial Officer, 08/2017 to 03/2019
Company Name – City, State

Interacted with vendors, contractors and professional services personnel.
Created and updated physical records and digital files to maintain current, accurate and compliant documentation.
Performed general office duties, including answering multi-line phones, routing calls and messages and greeting visitors.
Managed office inventory by restocking supplies and placing purchase orders to maintain adequate stock levels.
Greeted guests in with friendliness and professionalism.
Drafted agendas, recorded and transcribed minutes and created documents for Board of Trustee meetings.
Contributed to smooth business operations by planning and organizing meetings and conferences, including conference calls.
Organized and updated schedule for Chief Financial Officer.
Coordinated domestic travel arrangements, including booking airfare, hotel and ground transportation.
Served as an Official Notary Public.
Worked collaboratively with outside vendors offering assistance and clerical support.
Maintained confidential, administrative support to executive team and members of board of directors.
Composed and handled a Request for Proposal of the College's dining services.
Prepared presentations, materials and documentation for use in meetings and engagements.

Customer Service Representative, 08/2014 to 08/2017
Company Name – City, State

Coordinated, compiled, verified, prepared, and collected semester and interim bills for students, staff, and all others.
Provided cashier counter service for cashing checks, accepting deposits, refunding reimbursements, and directing inquires.
Managed college switchboard system.
Greeted campus visitors and provided directional and informational support.
Managed all correspondence and reconciliation of Registered Student Organizations (RSOs) purchasing cards.
Managed all aspects of RSO fundraisers/solicitations.
Assisted with answering RSO financial questions.
Supervised, scheduled, trained, and evaluated student assistants.
Assisted with the drafting of college contracts for RSOs.

Teller, 01/2010 to 08/2014
Company Name – City, State

Upheld strict financial controls by keeping funds secure and accurately transferring monies.
Rapidly and efficiently prepared customer and ATM cash and change orders.
Promoted products or services to each customer to consistently achieve sales targets.
Executed customer transactions, including deposits, withdrawals, money orders and checks.
Completed special procedures for customers such as ordering new checks, stopping payments or investigating identity theft.
Provided high-level customer service through friendly approach, strong professionalism and timely assistance with customer transactions.
Maintained teller drawer to perform bank transactions.
Collected member loan payments.
Processed exchange and foreign currency.
Served as the backup Teller Supervisor.

Education

Bachelor of Science: Business Management, 05/2009
Juniata College - City

Resume Overview

School Attended

Juniata College

Job Titles Held:

Assistant to Controller/Chief Financial Officer
Assistant to Chief Financial Officer
Customer Service Representative
Teller

Degrees

Bachelor of Science : Business Management , 05/2009

Assistant to Controller/Chief Financial Officer Resume Example

Resume Score: 80%

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