Position Summary:
The Senior Executive Assistant (Sr EA) to the CFO will work autonomously and use sound judgement to provide high-level administrative and strategic support to the CFO, SVP Investor Relations, and the rest of the Finance & Accounting leadership team. This role requires exceptional organizational skills, the ability to handle confidential information, knowledge of the business, and a proactive approach to anticipate the needs of senior executives and help maintain the executives’ business rhythms. The Sr EA will serve as a trusted partner, managing day-to-day operations, streamlining workflows, and ensuring effective communication to Investors, the Board of Directors, and Executive Leadership across the company. Please note, this will be a hybrid position with in-office presence in our Conshohocken HQ at least three days per week!
Essential Functions and Job Responsibilities:
Executive Support
- Manage complex calendars for C-Suite executives, prioritizing, scheduling and coordinating meetings, appointments, and travel arrangements
- Serve as the primary point of contact for the executives, handling calls, emails, and correspondence with professionalism and discretion
- Prepare detailed agendas, briefing materials, and presentations for high-stakes meetings, ensuring executives are well-prepared
- Draft, edit, and review correspondence, reports, and documents on behalf of the executives
- Anticipate and proactively address the needs of executives by providing timely support, including research and data analysis
- Maintain and organize executive files, both electronic and paper, ensuring easy access and retrieval of information
- Handle sensitive and confidential information with discretion
Communication & Liaison
- Act as a liaison between the CFO, external stakeholders, and internal teams, ensuring clear and efficient communication of priorities and objectives
- Build and maintain strong relationships with board members, senior leaders, and external stakeholders
- Coordinate communication across departments, ensuring alignment with company goals
Meeting & Event Coordination
- Organize and manage logistics for leadership meetings, executive off-sites, conferences and team events, including setting agendas, drafting presentations, recording minutes, and tracking follow-ups
- Facilitate the preparation and distribution of materials for board meetings and executive presentations
Administrative Excellence
- Oversee expense management for executives, including budgeting, invoicing, and expense reporting
- Maintain and organize confidential files, contracts, and records
- Implement and refine processes to enhance the efficiency of the C-Suite office
- Manage office tools and software to ensure streamlined workflows
Travel Management:
- Arrange domestic and international travel for executives, including flights, accommodations, transportation, and itineraries
- Prepare travel expense reports and ensure timely reimbursement processing
Project Support:
- Assist with special projects and initiatives directed by the CFO, SVP Investor Relations, and the rest of the Finance & Accounting leadership team
- Conduct research, compile data, and prepare reports to support executive decision-making
- Track project milestones and deliverables, ensuring timely completion of tasks
- Maintain patient confidentiality and function within the guidelines of HIPAA
- Completes assigned compliance training and other educational programs as required
- Maintains compliant with AdaptHealth’s Compliance Program and applicable company policies, procedures, and patient protocols
- Perform other related duties as assigned and responsibilities not specifically outlined herein, but which are logically and properly inherent to the position
Competency, Skills, and Abilities:
- Exceptional organizational and time management skills
- Strong written and verbal communication skills with attention to detail.
- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook, Teams) and other relevant software
- Ability to integrate AI tools (ie, Microsoft CoPilot, ChatGPT) into daily workflows
- Project management skills, to include facilitating/coordinating presentation materials from different leaders, and driving timelines for delivery
- Ability to handle multiple tasks simultaneously and work under pressure
- High level of discretion and professionalism in handling confidential information
- Ability to adapt and be flexible in a rapidly changing environment, be patient, accountable, proactive, take initiative and work effectively on a team
- Analytical and problem-solving skills with attention to detail
- Decision Making
- Solid ability to learn new technologies and possess the technical aptitude required to understand flow of data through systems as well as system interaction
Education and Experience Requirements:
- Minimum of 5 years of experience as an executive assistant or in a similar administrative role, in a publicly traded company
- Bachelor’s degree preferred
Physical Demands and Work Environment:
- Work environment will be stressful at times, as overall office activities and work levels fluctuate.
- Must be able to bend, stoop, stretch, stand, and sit for extended periods of time.
- Subject to long periods of sitting and exposure to computer screen.
- Ability to perform repetitive motions of wrists, hands, and/or fingers due to extensive computer use.
- Metal ability to work in a fast-paced work environment.
- Must be able to lift 30 pounds as needed.
- May be exposed to angry or irate customers or patients.
- Excellent ability to effectively communicate both verbally and written with internal and external customers with the ability to demonstrate empathy, compassion, courtesy, and respect for privacy.
- Physical and mental ability to analyze data, problem solving and critical thinking.
- Mental ability to demonstrate empathy, compassion, courtesy, and respect for privacy.
- Ability to work after non-business hours as needed and travel as needed.