Business Support Specialist - Finance

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Regular Full-Time EE4D Roanoke, VA, US

7 days ago Requisition

The Finance division is seeking a high-performing business support professional to ensure the smooth operation of the CFO’s office and the broader Finance team. This role blends executive-level assistance with hands‑on finance operations support, including process tracking, documentation, financial compliance‑related activities. Provides assistance in support of the Board of Directors and related Board Committees, as well as duties specifically for the Finance division, including special assignments, meeting document preparation and presentation support, while ensuring efficient organization of the Finance division.

Successful candidates will typically bring a professional, detail‑oriented, and proactive approach to supporting executive leadership and Finance operations.

This position will remain open to receive applications through July 10, at which time we will begin inviting qualified applicants to participate in the interview process. Applications may still be received after July 10 so long as the position is open, however interested candidates are encouraged to apply prior to this date for best visibility and consideration.

The essential functions below describe the primary duties and responsibilities of this role.

• Support the CFO and other Finance leaders in managing Board and Committee meeting deliverables
• Coordinate Board meeting logistics, including meals, lodging, meeting room set up, and incidentals
• Attend Board meetings (overnight travel required with approximately 10 overnight stays per year)
• Maintain records of Board and Committee attendance and meeting expenses

• Prepare and edit professional presentations and documents in Adobe, Excel, PowerPoint, and Word for Board level and internal presentations
• Review presentation materials for consistency with company standard formatting and templates, presentation flow and readability, ideas to improve presentation materials to improve the intended audience’s comprehension and experience

• Provides support to the Finance division by preparing intercompany billings, maintaining check deposits and logs, assisting with tracking provider tax liens, and supporting monthly reconciliations
• Prepare deposits payment refunds and other items
• Prepare and track abandoned property due diligence letters and state filings, using mail merge between Excel and Word
• Assist with sales and use tax filings and payments
• Support as needed to resolve Accounts Payable and vendor billing issues

• Support Finance division meetings, including meeting calendar management, on‑site support for departmental and company meetings consisting primarily of coordination of materials submissions, Teams meeting administration, catering, and supply ordering, etc.
• Book travel and prepare expense reports for Finance division personnel, as needed

• Preferred:
  Bachelor’s degree, or an equivalent combination of education (Associate’s degree) and experience
• Demonstrated advanced proficiency in Excel, PowerPoint, and Word;
  Microsoft Office Specialist (MOS) or similar Microsoft‑recognized certifications a plus
• Providing administrative, coordination, or business operations support
• Supporting leadership and Board‑related activities, including preparation of confidential materials
• Preparing financial or presentation materials for leadership audiences
• Coordinating finance or business operations activities and working cross‑functionally to resolve issues

• Extensive experience with Microsoft Outlook, One Note, Microsoft Teams, PowerPoint, Word, Adobe and Excel with preferred exposure to Loop.
• Ability to aggregate and publish reports from multiple sources using Adobe and other software tools
• Leveraging…