Executive Assistant II - Finance

• Remote and hybrid flexibility and technology to support remote work
• Generous time off program starting at 22 days of PTO and13 paid holidays (includes a floating holiday and winter closure)
• Highly competitive medical dental and vision plans including FSA and HSA account options
• 401(k) plans with a generous match and safe harbor contributions upon eligibility
• Paid parental leave
• Wellness programs including incentives and an InShape Family Fitness discount
• Opportunities for professional development training and leadership skillbuilding
• Critical illness accident life pet short term and longterm disability insurance options
• Employee Assistance Program (EAP) for support navigating daytoday challenges

• Collaboration: Proactively engages with an iterative mindset to enhance ideas and achieve organizational results; Cultivates relationships builds partnerships shares and learns without boundaries.
• Service: Focusing on meeting needs and exceeding expectations for those served inside and outside the organization.
• Respect: Embracing others for their true authentic self; nurture and promote an environment that values diversity of thought input experience and expertise.

• Approachability: Is consistently approachable open to feedback and truthful; builds trust and authentic professional relationships.
• Adaptability: Appropriately adjusts behavior to changing conditions and business needs; modifies approach to succeed with new situations and timelines.
• Resourcefulness: Uses creativity ingenuity and insight to tackle issues and provide fresh solutions.

• Provides a high level of administrative support to the CFO V.P. of Finance and Finance department to include but not limited to: composing letters and correspondence; establishing calendars scheduling appointments and meetings and preparing and organizing materials needed for each meeting; answering telephones and screening calls; arranging travel when necessary; completing expense reimbursement forms; routing invoices for approval; and collecting and distributing mail.
• Ensures correspondence committee reports and agenda items for governance meetings are coherent effective grammatically correct and professional.
• Composes and prepares confidential correspondence reports and other complex documents including Treasurers Report. Provide finance and audit information to the CDA TDIC/IS TDSC and Foundation boards.
• Prepares PowerPoint presentations for various board meetings orientations and the AM Best annual meeting.
• Collects receipts and accounting codes to complete monthly expense report for the corporate credit card of the CFO and others.
• Organizes monthly department meetings and annual team building event and holiday lunch.
• Proactively identifies recommends and manages process improvements to increase business efficiencies.
• Completes deliverables with a proactive handson approach; follows up with stakeholders as needed while consistently meeting deadlines and anticipating needs.

• Coordinates Finance and Audit Committee Meetings (for CDA TDIC/TDIC Insurance Solutions and the CDA Foundation) and Rotunda Partners Board Meetings including scheduling communication with board and committee members and/or staff preparation/distribution of meeting materials and minute taking/filing. Prepares correspondence and/or reports and coordinates meeting attendance equipment and catering needs
• Composes and maintains meeting minutes for all boards finance and audit committees for reporting to independent auditors.

• High school diploma or GED
• 5 years executive administrative support experience in a professional environment
• Ability to provide logistical support to meetings and events.
• Maintain strict confidentiality.
• Excellent attention to detail is critical.
• Ability to take initiative and anticipate department needs.
• Excellent interpersonal verbal and written communication skills.
• Respond to changing situations in a flexible manner to meet current needs.
• Represents the organization to external and internal audiences which requires judgment and the knowledge to handle tasks independently.
• Demonstrate diplomacy and tact while interacting with all levels within and outside of the organization
• Perform job duties with little or no supervision exercising good judgment and professionalism.
• Strong computer skills including ability to use Windows/ Microsoft Office to perform word processing prepare spreadsheets and prepare presentations.
• Ability to proficiently type a minimum of 65 WPM.

• Bachelors degree.
• Familiarity and comfort with Internet searches and prior experience with basic database functionalities (search dataentry report generation).
• Companywide notary public.
• Familiarity with volunteer governance structures and for profit structures.
• General understanding of finance and accounting procedures.

• Constantly standing bending sitting
• Overnight travel minimal
• Occasional overtime
• Occasionally lift equipment/supplies up to 15 pounds

We Are CDA

Over our 150year history the California Dental Association (CDA) has become a leader in oral health throughout California and the country. Today we continue to support our community of over 27000 dentists through our family of companies which include The Dentists Insurance Company (TDIC) TDIC Insurance Solutions Rotunda Partners and the CDA Foundation. At CDA we value individual talents encouraging a diverse collaborative and innovative work environment fueled by new ideas. As our organization continues to grow we invite you to be a part of whats next.

CDA is an equal opportunity employer and is committed to the principle of equal employment opportunity for all employees and providing a safe work environment. CDA does not tolerate discrimination or harassment and all employment decisions are based on job requirements and individual qualifications without regard to race color religion national origin age gender gender identity or expression sex ancestry citizenship status mental or physical disability genetic information sexual orientation veteran or military status. If you have a disability or special need that requires accommodation please contact us at

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