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Organization TypePublic Interest
Years of Experience
Date Last Verified
Finance and Legal Assistant The candidate working closely with the Finance, Accounting and Legal teams, administers and exercises discretion in matters of regulatory and corporate governance compliance (US and international), policy documentation, international banking administration, and audit documentation. The Finance and Legal Assistant reports directly to the CFO and works out of the Room to Read headquarters office in San Francisco. Support the CFO and worldwide Finance and Legal Directors; manage calendars, meetings and conference call set up for the CFO, as well as the Finance, Accounting and Legal team when needed. Anticipate and prepare materials for calls and meetings as well as initiate logistical support to a global team. Manage all travel for CFO and support travel/event planning for Finance Department as needed. This includes scheduling trips, anticipating special requirements, including obtaining visas, arranging flights, hotels, inter-city transportation, and other logistics as needed. Plan conferences, team events, and functions, including preparing budgets and tracking expenses. Draft internal and external correspondence; prepare regulatory, compliance and legal documents including IRS filings and audit-related documentation. Maintain US individual state charitable registration permits. Track and maintain global compliance calendar; monitor progress, and initiate communication concerning upcoming deliverables, anticipating changes as needed. Maintain Legal team central resources: entity information, director and officer lists. Coordinate Room to Read foreign entitiesâ€™ board meeting dates, logistics and communications; support maintenance of corporate minute books, administer legally separate entity meetings as required, draft resolutions, and maintain relationships with external corporate secretaries in Asia, Africa and Europe. Liaise with Country Offices and monitor in-country compliance checks; administer anti-terrorism and other compliance checks for Global Office. Support to Room to Readâ€™s global banking network, including initiating signatory changes, maintaining account documentation, preparing FBAR filings for account signers, and managing relationships with Global Office banks. Prepare/edit department presentations, and proofreading reports to ensure critical communications meet high department standards. Create accurate expense reports for the CFO and review expense reports for the CFOâ€™s direct reports. Provide support to other departments on expense report training and resources, including maintenance of Room to Read travel reimbursement rates. Undertake select research projects and initiate ad hoc duties as necessary, exercising judgement and discretion and leveraging broad organizational knowledge of Room to Read over time. Act as office notary.
Qualification and Experience
The candidate should have Bachelorâ€™s degree. Must have 1-2 years work experience in a fast-paced, growth-oriented environment. Previous administrative support experience is needed. Strong written and verbal communication skills in English are needed. Must be proficient in Microsoft Excel, Word, PowerPoint and Outl. Should have strong organizational skills and ability to manage multiple projects simultaneously. Preferred: History of dedicated volunteer activity and/or commitment to non-profit organizations. Prior experience or strong interest in a compliance role. Experience traveling and/or living internationally or working across cultures.
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