Position Summary 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 ass…
Position Summary The Account Manager serves as the primary business contact for assigned clients and is responsible for client satisfaction and retention. The key retention responsibilities include presenting annual rene…
Position Summary The Corporate Governance Manager supports the organization’s governance, regulatory, and insurance operations by coordinating Board and Committee materials, managing key corporate and legal filings…
Sign up with Clera and we'll reach out the moment a role actually fits you — no more spraying applications into the void.
Full-time
bachelor degree, associate degree
Posted 33d ago
~40 hrs/week
Responsibilities
Provides high-level administrative and operational support to the CFO and Finance division, including managing Board of Directors deliverables and logistics. Handles finance-specific tasks such as intercompany billings, tax filings, and monthly reconciliations.
Requirements
Requires a professional with advanced proficiency in Microsoft Office and experience supporting executive leadership or Board activities. A bachelor's or associate degree is preferred along with a proactive, detail-oriented approach to business operations.
Full job description
Position Summary
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.
Essential Functions
The essential functions below describe the primary duties and responsibilities of this role.
Board & Governance Support
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
Communications, Document Production & Reporting
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
Finance Operations, Reconciliations & Compliance
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
Internal Meetings & Travel Support
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
Qualifications, Education & Experience:
Education & Certifications
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
Relevant Experience
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
Technical Skills
Extensive experience with Microsoft Outlook, OneNote, 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 software to organize project work among groups for tasks, calendaring, and document storage/workspaces
Familiarity with network storage of files both in OneDrive and on-site networks
Core Competencies
Exercises sound judgment, professionalism, and discretion when supporting executives and Board‑level activities
Demonstrates a proactive, solution‑oriented approach with the ability to anticipate needs and follow issues through to resolution
Maintains accuracy, organization, and attention to detail while understanding the broader impact of work on Finance operations and governance
Communicates effectively and confidently with senior leaders and cross‑functional partners
Demonstrates reliability, ownership, and accountability for outcomes, deadlines, and deliverables
Adapts effectively to changing priorities while maintaining composure and quality standards
Self‑directed, team‑oriented, and comfortable working independently within defined objectives
Physical Demands and Work Environment:
The physical demands and work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Physical demands: While performing the duties of this job, the employee is occasionally required to walk; sit; use hands to finger, handle, or feel objects, tools or controls; reach with hands and arms; balance; stoop; talk or hear. Use of hands is required for such technological devices such as a computer, telephone and others. The employee must occasionally lift and/or move up to 15 pounds. Specific vision abilities required by the job include close vision, distance vision, color vision, peripheral vision, depth perception and the ability to adjust focus. The employee will be required to travel (sometimes long distances) to attend required meetings.
Work environment: The work is limited to the office environment with occasional trips to other office facilities or locations necessitating walking outdoors or driving. The noise level in the work environment is usually minimal.
Total Rewards Philosophy
At Delta Dental of Virginia, we believe that More Smiles and Healthier People starts with our own team members. Our mission to create healthy smiles in the community is only possible when the people behind that mission feel supported, valued, and set up to thrive. We offer competitive base compensation and our robust benefits package is a true reflection of our values, because we believe everyone deserves a healthy smile, starting with our own team. The salary range for this role is $23.22 - $33.21 per hour. This range reflects base salary only; additional bonus and incentive opportunities are available. Placement within the range is commensurate with the skills, experience, and contributions each candidate brings to the role.
Benefits that Matter
We believe investing in our people is central to fulfilling our mission. Here's how our Total Rewards Philosophy is reflected in the benefits and support we offer eligible team members in addition to base salary:
Annual Incentive Plan opportunity available to all team members, empowering you to share in our success
Comprehensive health coverage including Medical, Dental, Vision, Pharmacy, Life, and AD&D insurances
24/7 On-Demand TextCare: Fast, text-based access to board-certified medical providers for you and your loved ones. Available anytime, anywhere, with responses in under five minutes.
A robust 401(k) program with company matching and annual discretionary Profit Sharing contributions
Flexible hybrid/remote work options available for most roles
Generous paid time off programs including holidays, Paid Time Off (PTO), Volunteer Time Off (VTO), and an extra day off to celebrate your birthday
Employee Assistance and Health and Wellness programs, including an onsite fitness center for team members working onsite
Voluntary Benefits such as Critical Illness and Accident coverage, Pet Insurance and Legal Resources
Flexible Spending Accounts (FSA) and Health Savings Accounts (HSA) to support your financial wellbeing
Professional development, Tuition Reimbursement, and Educational Assistance programs to fuel your growth
A culture where your work contributes to healthier communities and more smiles every day
Related keywords
Finance OperationsCFO OfficeBoard of DirectorsFinancial ComplianceIntercompany BillingsTax LiensAbandoned Property Due DiligenceSales and Use TaxAccounts PayableMicrosoft OutlookOneNoteMicrosoft TeamsAdobeOneDriveMicrosoft Office SpecialistMOS
We believe in the power of a healthy smile. That's why it's our mission to help create more smiles and healthier people.
Industry
Insurance
Company size
51-200 employees
Founded
1964
Headquarters
Roanoke, Virginia
LinkedIn followers
3,367
Delta Dental of Virginia is a dynamic, mission-driven company that prides itself on fulfilling our vision: More smiles and healthier people.
We are passionate about good oral health and for more than 50 years, we have been working to improve the oral health of Virginians by providing flexible, affordable dental benefit plans and building the largest network of participating oral health providers in the state.
Delta Dental of Virginia is a member company of the Delta Dental Plans Association, the nation’s largest, most experienced dental benefits carrier, providing dental coverage to more than 78 million people in more than 146,000 groups across the nation. Through this association, Delta Dental of Virginia subscribers have access to the most extensive network of oral health care providers in the country.
We are just as passionate about our team as we are our members and clients. We value our team members and offer a modern work environment with onsite health and fitness centers, competitive pay, a top of the line benefits program, and opportunities for professional growth and advancement.
While we’re proud of the pay and benefits we offer, we also know that a great job is defined by more than that. We embrace a set of values that guide how we approach our work, our clients, and each other:
Believe - We believe everyone deserves a healthy smile.
Learn - We pursue knowledge and embrace new ideas.
Solve - We go beyond identifying problems to seek solutions.
Respect - We support each other and embrace teamwork.
Grow - We encourage each other to take on new responsibilities and celebrate our wins.
If those values align with yours, we want to hear from you! Click the See Jobs button above to explore our openings.
Offices: 5415 Airport Rd NW, Roanoke, Virginia 24012, US
We believe in the power of a healthy smile. That's why it's our mission to help create more smiles and healthier people.
Industry
Insurance
Company size
51-200 employees
Founded
1964
Headquarters
Roanoke, Virginia
LinkedIn followers
3,367
Delta Dental of Virginia is a dynamic, mission-driven company that prides itself on fulfilling our vision: More smiles and healthier people.
We are passionate about good oral health and for more than 50 years, we have been working to improve the oral health of Virginians by providing flexible, affordable dental benefit plans and building the largest network of participating oral health providers in the state.
Delta Dental of Virginia is a member company of the Delta Dental Plans Association, the nation’s largest, most experienced dental benefits carrier, providing dental coverage to more than 78 million people in more than 146,000 groups across the nation. Through this association, Delta Dental of Virginia subscribers have access to the most extensive network of oral health care providers in the country.
We are just as passionate about our team as we are our members and clients. We value our team members and offer a modern work environment with onsite health and fitness centers, competitive pay, a top of the line benefits program, and opportunities for professional growth and advancement.
While we’re proud of the pay and benefits we offer, we also know that a great job is defined by more than that. We embrace a set of values that guide how we approach our work, our clients, and each other:
Believe - We believe everyone deserves a healthy smile.
Learn - We pursue knowledge and embrace new ideas.
Solve - We go beyond identifying problems to seek solutions.
Respect - We support each other and embrace teamwork.
Grow - We encourage each other to take on new responsibilities and celebrate our wins.
If those values align with yours, we want to hear from you! Click the See Jobs button above to explore our openings.
Offices: 5415 Airport Rd NW, Roanoke, Virginia 24012, US