At a glance
Automatically prepared from the listing. Check the original description for the full requirements.
Jump to the original descriptionResponsibilities
The Finance & Operations Coordinator develops and maintains centralized financial and operational datasets to support reporting and decision-making. They also manage accounts payable and receivable, perform reconciliations, and assist with budgeting and forecasting processes.
Requirements
Candidates should have 1–3+ years of experience in accounting, finance, or operations and possess strong Excel and reporting tool skills. A CFA or CPA designation is considered a strong asset for this role.
Working hours
40 hours per week
Skills
- Financial reporting
- Data management
- Accounts payable
- Accounts receivable
- Account reconciliation
- Budgeting
- Forecasting
- Variance analysis
- Excel
- Power BI
- Operational tracking
- Contract financial tracking
- Data analysis
- Reporting tools
- Accounting principles
Visa sponsorship
Not detected in the job text
Categories
- Finance & Accounting
- Administrative
- Data & Analytics
- Management & Leadership
Keywords
- Finance
- Operations
- Accounting
- CFA
- CPA
- Excel
- Power BI
- Accounts payable
- Accounts receivable
- Reconciliation
- Budgeting
- Forecasting
- Variance analysis
- Data management
- Reporting
- Dashboards
- Software deployment
- Billing
- Financial records
- AI-enabled solutions
Original job description
Archived listing. The details below describe a past opening.
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
