Executive Assistant to Chief Financial Officer & Chief HR Officer

Executive Assistant to the Chief Financial Officer & Chief HR Officer

Cincinnati, 9435 Waterstone Boulevard, Cincinnati, Ohio, United States of America

Posted Monday, March 9, 2026 at 4:00 AM

Provide high‑level, confidential administrative, analytical, and coordination support to the CFO and CHRO. This role blends executive support, finance/legal administration, HR program enablement, and cross‑functional communication. Operates with a high degree of judgment, professionalism, and discretion to advance strategic priorities and day‑to‑day operations.

• Supports two enterprise functions, Finance and HR, with direct impact on company‑wide execution and leadership effectiveness.
• Central coordinator for ELT/Board financial deliverables, key finance/legal workflows, and HR training readiness.
• Trusted liaison among internal leaders, external counsel, shareholders, insurers, and vendors.

• Internal: CFO, CHRO, Executive Leadership Team (ELT), FP&A/Finance, Corporate Accounting, Legal/Compliance, HR/OD/Talent, Sales/Commercial teams, and administrative peers.
• External: Outside counsel (e.g.,
  Taft
  ), auditors, insurance carriers/brokers, shareholders, banking/treasury partners, venue/training vendors, and community organizations.

• Manage complex calendars, inboxes, and meeting flows for CFO and CHRO (time zones, pre‑reads, agendas, and action trackers).
• Prepare executive‑quality presentations, attend meetings, take minutes, and drive follow‑up to closure with accountable owners and due dates.
• Coordinate end‑to‑end travel (air/ground/lodging), conference registrations, and expense reports per policy.
• Provide collaborative coverage with the admin team to ensure seamless operations during absences and executive travel.
• Maintain strict confidentiality across financial, HR, legal, pricing, wage/salary, and shareholder information.

• Create, prepare, and validate accurate daily/weekly/monthly sales and financial reports; apply Business Intelligence checks against trends, promotions, and seasonality.
• Own version control and formatting of ELT and Board materials; coordinate inputs with FP&A/Finance and ensure deadlines are met.
• Build simple trackers/dashboards for recurring KPIs (e.g., revenue, volume, margin, OPEX, working capital).

• Administer shareholder dividend processes: compile supporting data from CFO, draft supporting legal documents, communicate with shareholders, and coordinate payments with Treasury.
• Support CFO in Pepsi/Dr Pepper annual program documentation: track changes, manage legal reviews with outside counsel (e.g.,
  Taft
  ), and facilitate sign‑offs.
• Draft, update, and maintain customer contracts (e.g., Middle street Graphics LLC); manage redlines, versioning, routing for signature, and retention.

• Plan and execute onsite and offsite training: venue selection, AV/room setup, materials, rosters, evaluations, catering, and vendor coordination.
• Manage training calendars, invitations, enrollments, facilitator/attendee travel, and budget reconciliation.
• Maintain compliant I‑9 documentation for all new hires, including timely verification, re‑verification as required, secure storage, and audit readiness per federal regulations and company policy.

• Oversee vehicle, product liability, and general insurance claims; coordinate with carriers/brokers and internal stakeholders to resolve claims.
• Respond to Certificates of Insurance requests; maintain logs and renewal calendars.
• Administer Solicitor License requirements: track expiration dates, coordinate renewals, prepare documentation, and ensure licenses are active and accessible. Work with Risk team to facilitate processing timely.

• Respond to consumer questions/concerns and donation requests per policy; secure approvals and document responses.

• Plan and execute company events (Focus Forum, holiday luncheons, VIP gatherings,…