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Executive Assistant to Senior Director of Finance

for Waco, TX

Finance & Accounting

Full-Time

Waco, TX

Job Summary

Cornerstone Caregiving is seeking a highly motivated and detail-oriented Executive Assistant to join our growing Finance team. This role requires a unique blend of strategic thinking, discretion, analytical acumen, and operational support. You will work closely with the Senior Director of Finance to drive clarity, follow-through, and insight across the organization. The ideal candidate is detail-oriented, confident, and capable of handling sensitive information with integrity.

Benefits

Compensation

Competitive starting salary that corresponds to the applicant’s experience and this role’s needs

Career Development & Support

Receive initial corporate training & ongoing corporate support while you develop professionally

Benefits

Receive paid Health, Dental, and Vision insurance on top of a competitive starting salary

Perks

Enjoy an allocated phone stipend and Unlimited PTO to recharge as needed

Meaningful Impact

Experience fulfillment by serving those that directly impact our elderly population & their families

Responsibilities and Duties

+ Executive & Strategic Support:

+ Attend Senior Director of Finance’s meetings, take detailed notes, and provide action steps.

+ Coordinate and prepare materials for meetings, presentations, and reports.

+ Review and evaluate Senior Director of Finance’s emails to identify:

+ Actionable items

+ Information that should be escalated to leadership

+ Act as a strategic partner to the Senior Director of Finance to support clarity and forward motion.

+ Financial Reporting & Analysis:

+ Create and deliver ad hoc financial reports.

+ Provide data-driven insights to support executive decision-making.

+ Discretion & Confidentiality:

+ Maintain strict confidentiality when handling sensitive financial and organizational information.

+ Exercise sound judgment in determining what information should be shared, escalated, or kept private.

+ Operational & Process Development:

+ Learn and gradually take on responsibilities related to payroll systems and processes.

+ Identify gaps or inefficiencies and propose solutions.

+ Track deadlines, follow up on action items, and support project management as needed.

+ Communication & Coordination:

+ Synthesize meeting discussions into clear communication and follow-up tasks.

+ Ensure important details are shared with relevant team members or departments.

+ Draft, review, and manage correspondence and communications on behalf of the Senior Director of Finance.

+ Independent Problem Solving:

+ Work autonomously with minimal oversight.

+ Proactively identify issues, propose solutions, and drive projects forward.

+ Ability to anticipate needs, take initiative, and work independently.

Qualifications and Skills

+ 5+ years of progressive experience in finance, accounting, or a related field.

+ Exceptional judgment and discretion with confidential and sensitive information.

+ Proven ability to think critically, act proactively, and solve problems independently.

+ Proficient in Microsoft Office Suite, calendar systems, and communication platforms.

+ Comfortable navigating executive-level conversations and managing up effectively.

+ Experience creating financial reports and synthesizing data into actionable insights.

+ Organized and thorough, with strong written communication and note-taking skills.

+ A humble, team-first mindset with the confidence to speak up and drive progress.