New Braunfels Utilities · 8 hours ago
Executive Assistant to CFO
New Braunfels, TX
Full-time
Onsite
Mid, Senior Level
$31/hr - $39/hr
5+ years expNew Braunfels Utilities is seeking a Financial Executive Assistant to provide high-level administrative, analytical, and operational support to the Chief Financial Officer and senior financial leadership. This role involves coordinating financial operations, ensuring compliance with regulations, and facilitating communication across various departments and external partners.
Electrical DistributionEnergyGovernment
Responsibilities
Prepare complex reports, including payroll, expense reports, and other financial documents
Attend meetings to gather information; conduct research; draft documents and summaries
Prepare requisitions, purchase orders, resolutions, and other official correspondence
Manage, track, and assemble financial, administrative, and budgeting reports for board and executive review
Create, maintain, and improve systems for organizing electronic and hard‑copy records; implement record retention policies
Assist with open session and board meeting preparation and execution
Follow up on sensitive customer complaints and inquiries with professionalism and discretion
Coordinate all travel arrangements for the executive team and assist with board of trustees’ logistics as needed
Coordinate and support special projects and other duties as assigned
Verify, consolidate, and execute documents on behalf of executive members
Provide high-level administrative support to executive and leadership teams to ensure the timely completion of responsibilities
Manage complex calendars, meetings, and travel arrangements for finance executives
Prepare agendas, briefing materials, and follow-up documentation for internal and public meetings
Coordinate communication with agency leadership, government officials, auditors, and community stakeholders
Manage confidential documents, contracts, and compliance-related materials
Coordinate cross-functional projects involving finance departments and operations
Improve administrative processes to enhance efficiency within the finance department
Maintain organized digital and physical filing systems in compliance with public information and retention laws
Maintain appointment schedules and calendars for executive members; provide reminders and follow‑up as needed
Coordinate and organize meetings, including attendee notifications, room setup, meeting materials, minutes, and follow-up actions
Receive and screen communications (calls, mail, email) for executive members; determine priority items and respond or escalate appropriately
Serve as liaison between the executive office and NBU departments, community organizations, committees, and the public
Provide information, organize meetings, and follow up on assignments given to management and staff
Provide status updates to executive members
Draft and edit communications, correspondence, and reports on behalf of finance leadership
Liaise with auditors, vendors, investors, and senior leaders with professionalism and discretion
Ensure timely follow-up on action items, deadlines, and deliverables
Assist in preparing budget documents, financial statements, grant reports, and legislative briefings
Track expenditures, monitor budget variances, and prepare expense reconciliations
Support preparation of annual budgets, mid-year adjustments, and financial forecasts
Compile data for financial reports, board and council presentations, and public dashboards
Support departmental budget requests and expenditure tracking
Assist with grant reporting, reimbursement requests, and compliance documentation
Support procurement processes, including vendor communication, contract tracking, and purchase order preparation
Conduct research and compile data to support policy decisions and financial planning
Ensure documentation complies with government regulations, procurement rules, and audit standards
Assist with internal and external audits by organizing materials and coordinating responses
Support grant management activities, including reporting deadlines and compliance tracking
Monitor legislative and regulatory changes that may impact financial operations
Improve administrative workflows to enhance efficiency within the finance division
Maintain organized digital and physical filing systems in accordance with government retention schedules
Support procurement processes, contract tracking, and vendor communications
Qualification
Required
Degree/Diploma Obtained: Associates
Work Experience Time Frame: Five Years or More
Field of Study: Public Administration, Finance, Business, Accounting, Economics or related field (or equivalent experience)
Maintain regular attendance and manage leave to ensure timely completion of tasks and special projects
Always follow all NBU safety guidelines and practices
Maintain a clean and safe work area, office, field site, and vehicle as applicable
Demonstrate effective customer service skills when interacting with coworkers, customers, and the public
Maintain strict confidentiality of business, employee, and customer information, and safeguard sensitive documents
Adhere to all NBU policies and procedures
Demonstrate NBU Core Values: Safety, Team, Integrity, Culture, and Stewardship
Participate in and support initiatives to achieve annual NBU Performance Measures
Preferred
Experience with government ERP systems (e.g., PeopleSoft, Munis, SAP)
Familiarity with grant management or legislative processes
Experience supporting executive-level leadership in a public agency
Exceptional organizational skills, attention to detail, and ability to manage multiple priorities
High level of discretion and ability to handle sensitive information
Familiarity with financial modeling or analytics tools (Power BI, Tableau)
Company
New Braunfels Utilities
New Braunfels Utilities aims at electric distribution, energy saving and utlity services.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Ryan Kelso
Interim Chief Executive Officer
Connie Lock
General Counsel and Chief Ethics Officer
Recent News
2025-04-19
Business Journals
2022-11-13
Company data provided by crunchbase