Senior Analyst, FP&A at Primient providing strategic financial insights and analysis for organizational success. Leading financial planning processes and collaborating with cross - functional teams to drive performance.
About the role
- Senior Executive & Finance Coordinator at Forum Make Space managing executive operations and board coordination. Support finance functions and enhance organizational processes in a hybrid work environment.
Responsibilities
- Coordinate scheduling for the EVP Finance, CEO, Board of Directors, and Trustees.
- Prepare and format board packages and executive presentation materials.
- Ensure board and executive materials are accurate, organized, and distributed on time.
- Track follow-up items and action points from executive and board meetings.
- Maintain organized records of board and governance documentation.
- Develop professional PowerPoint presentations for board and executive meetings.
- Assist with formatting financial reports and executive updates.
- Support drafting of executive communications and internal reporting materials.
- Organize and track contracts and documentation for executive review.
- Maintain structured filing systems for finance and legal documents.
- Assist with banking administration and signing authority records.
- Support documentation related to subscriptions, transfers, or related financial processes as required.
- Identify administrative inefficiencies and recommend process improvements.
- Support implementation of standardized workflows for executive and finance operations.
- Take ownership of back-office coordination tasks and ensure deadlines are met.
- Assist with cross-functional coordination between finance, operations, and external partners.
Requirements
- 5+ years of experience in executive support, finance coordination, or senior administrative roles.
- Experience supporting senior executives or board-level environments preferred.
- Advanced proficiency in Microsoft Office, particularly PowerPoint.
- Strong organizational and document management skills.
- Professional communication skills and executive presence.
- Tech-savvy with the ability to learn systems quickly.
- Experience in investment, corporate, or professional services environments considered an asset.
Benefits
- Equal Opportunity Employer: inclusive and accessible hiring practices
- Potential use of AI-enabled tools in recruitment process
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