Executive Assistant to the Chief Financial Officer & Chief HR Officer

G&J Pepsi-Cola Bottlers, Inc.Cincinnati, OH
1d

About The Position

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.

Requirements

  • Associate’s or Bachelor’s in Business, Finance, HR, Legal Studies, or related field.
  • 3–5 years executive support experience required.
  • Advanced Microsoft 365 (Outlook, Word, Excel with PivotTables, PowerPoint); familiarity with PowerBI, Access and SharePoint.
  • Business Intelligence/reporting; Adobe proficiency; basic image tasks.
  • Proficiency with office equipment (copiers, printers, postage systems); video‑conferencing/webinar platforms.
  • Acquire and maintain Notary designation
  • Accountability: Owns outcomes; proactive follow‑through; learns from feedback.
  • Communication: Tailors message; crisp writing; synthesizes complex topics for decisions.
  • Customer Orientation: Responsive while upholding policy and confidentiality; manages expectations.
  • Decision‑Making: Sound judgment under time pressure; escalates appropriately.
  • Detail Orientation: Rigorous version control, QA checks, and data accuracy.
  • Ethics & Integrity: Models discretion with sensitive financial/HR/legal information.
  • Problem Solving: Anticipates obstacles; proposes practical solutions.
  • Relationship Building: Builds trust with executives, peers, and partners; fosters collaboration.
  • Time Management: Protects executive focus time; meets deadlines.
  • Working Under Pressure: Maintains poise during peaks; adapts to change.
  • Full‑time schedule with flexibility for early/late meetings and onsite/offsite HR training; minimal travel as required.
  • Office environment with moderate noise; extended periods of sitting and computer work; regular standing/walking; occasional lifting up to ~20 lbs for training/event materials. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

Nice To Haves

  • Paralegal certificate or equivalent paralegal training/experience.
  • Experience supporting finance, legal, or HR environments strongly preferred; CPG/beverage exposure is a plus.
  • Trust Accounting Exposure is strongly preferred.

Responsibilities

  • 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., Middlestreet 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, awards/recognition) with attention to budget, logistics, and inclusivity.
  • Maintain secure filing of sensitive documents (financials, pricing, contracts, HR records, litigation).
  • Prepare/maintain records (SKU deletions, sales summaries, accident/property loss, packaging plan reports) per policy.
  • Backup for mailroom (postage systems, supplies, certified mail logs) and coordinate equipment maintenance.
  • Exhibit reliable, predictable attendance; flex outside normal hours for deadlines and events.
  • Perform additional duties as assigned to support organizational priorities.
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