The Heritage Group

Corporate Finance Administrator Jobs at The Heritage Group

Corporate Finance Administrator Jobs at The Heritage Group

Sample Corporate Finance Administrator Job Description

Corporate Finance Administrator

The Corporate Finance Administrator will work alongside Corporate Financial Executives and the Corporate Finance Team in delivering critical information to executive leadership and supporting various corporate initiatives. A professional attitude, adherence to confidentiality, thoughtful decision making capability, attention to detail, sense of accountability, and creative problem solving are crucial to ensuring success in the role. We are looking for a self-starter, and someone who enjoys a fast-paced, ever-changing environment.

Duties/Responsibilities:

  • Develop Corporate Finance templates, presentations and procedures
  • Compile reports and related materials, including
  • monthly operational dashboards
  • quarterly materials for board reporting packages
  • various informational requests directed to Corporate Finance
  • Analyze processes and workflows to enable efficient design and administration of SharePoint site
  • Collaborate with IT on development and expansion of Financial Shared Services in SharePoint
  • Monitor corporate department procurement cards for compliance
  • Coordinate with executive departments on scheduling monthly and quarterly executive finance meetings
  • Develop and implement strategy for team management, on-boarding, and culture
  • Perform some administrative duties as needed, including managing team schedules and communications

Qualifications/Competencies:


  • Bachelor's degree or equivalent work experience
  • Two to five years of experience in an Operational/Executive support role
  • Proficient in O365 Suite of Products (Excel, Word, PowerPoint, SharePoint); advanced knowledge of Excel and PowerPoint strongly preferred
  • Impeccable integrity and ethics
  • High degree of confidentiality
  • Proven oral and written communication skills
  • Ability to interface with all levels of the organization
  • Effective relationship skills necessary to build trust and credibility
  • Excellent presence and professionalism
  • Highly organized and attentive to detail
  • Creative problem solving and critical thinking skills
  • Exude passion for supporting others to maximize success

About The Heritage Group:


The Heritage Group is a privately held portfolio of companies focused on creating long-term value by building world-class businesses. Under four generations of family ownership, we employ thousands of people around the world, with operations across North America, Europe, and China, in the core industries of Environmental and Remediation, Specialty Chemicals and Fuel Products, and Construction and Materials. Driven by innovation and research, our in-house R&D team, Heritage Research Group, specializes in helping our diverse set of companies evolve and adapt to a changing marketplace by providing cutting-edge solutions and exploring new opportunities in its state-of-the-art facility. And while acquisitions, partnerships, internal expansion, and startups may be our cornerstone, we're a family company at heart, aiming to build long-term relationships with our customers, vendors, and partners so that we can turn big challenges into even bigger opportunities to make a difference in the world.


The Heritage Group welcomes the diverse backgrounds, experiences, and perspectives of all to work together to accomplish our goals

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