Finance & Operations Coordinator
The Finance & Operations Coordinator is responsible for developing and maintaining centralized financial and operational records to support cross-functional teams and leadership decision-making. The role requires strong analytical skills, a solid foundation in finance, and the ability to organize and present financial and operational data through structured reports and dashboards. The Coordinator works with cross-functional teams to ensure accuracy, consistency, and scalability across financial reporting and operational tracking systems.
Key Responsibilities
• Develop, consolidate, and maintain centralized financial and operational datasets across business units to support reporting and analysis
• Maintain and update financial records, including accounts payable and receivable
• Perform account reconciliations and assist in month-end and year-end closing processes
• Help prepare financial reports and assist in budgeting, forecasting, and variance analysis
• Support contract-related financial tracking, billing, and documentation
• Develop and maintain centralized records of enterprise software deployments across business units, including modules, versions, and usage, and consolidate this information to support financial tracking and reporting
• Help prepare structured reports and summaries for internal stakeholders and executive/board-level review
• Coordinate with support, sales, and implementation teams to ensure data consistency and completeness
• Identify gaps in data tracking and contribute to improving internal processes for reporting and operational visibility
• Utilize tools, including AI-enabled solutions, to improve efficiency in accounting, reporting, and operational tasks
Mandatory Requirements
• CFA designation (completed or in progress) is a strong asset; CPA designation is also an asset
• 1–3+ years of experience in accounting, finance, or operations roles
• Strong knowledge of accounting principles and financial processes
• Strong Excel skills and experience with reporting tools (e.g., Power BI)
• Strong organizational, data management, and reporting skills
• High attention to detail and accuracy
Additional Assets
• Experience in a cross-functional finance/operations role
• Ability to communicate financial and operational information clearly to both technical and non-technical stakeholders
Key Responsibilities
• Develop, consolidate, and maintain centralized financial and operational datasets across business units to support reporting and analysis
• Maintain and update financial records, including accounts payable and receivable
• Perform account reconciliations and assist in month-end and year-end closing processes
• Help prepare financial reports and assist in budgeting, forecasting, and variance analysis
• Support contract-related financial tracking, billing, and documentation
• Develop and maintain centralized records of enterprise software deployments across business units, including modules, versions, and usage, and consolidate this information to support financial tracking and reporting
• Help prepare structured reports and summaries for internal stakeholders and executive/board-level review
• Coordinate with support, sales, and implementation teams to ensure data consistency and completeness
• Identify gaps in data tracking and contribute to improving internal processes for reporting and operational visibility
• Utilize tools, including AI-enabled solutions, to improve efficiency in accounting, reporting, and operational tasks
Mandatory Requirements
• CFA designation (completed or in progress) is a strong asset; CPA designation is also an asset
• 1–3+ years of experience in accounting, finance, or operations roles
• Strong knowledge of accounting principles and financial processes
• Strong Excel skills and experience with reporting tools (e.g., Power BI)
• Strong organizational, data management, and reporting skills
• High attention to detail and accuracy
Additional Assets
• Experience in a cross-functional finance/operations role
• Ability to communicate financial and operational information clearly to both technical and non-technical stakeholders