Finance Administrator (Temporary)

Description

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Major Job Functions

Drive financing progression and deal readiness (30–35%)

• Coordinate financing activities from quote through funding and credit release
• Structure finance transactions in alignment with lender and program requirements
• Prepare and manage finance quotes and related documentation
• Ensure financing terms, rates, and structures are accurately reflected in systems
• Monitor deal progression and escalate risks or delays to appropriate stakeholders
• Ensure all approved conditions are satisfied prior to credit release and invoicing

Credit application and documentation management (20%)

• Collect, review, and validate credit applications, AML/KYC, and supporting documentation
• Understanding of AML/KYC and compliance requirements
• Gather insurance certificates, void cheques, and corporate registry documentation
• Coordinate completion of required documentation and ensure accuracy and completeness
• Maintain organized, complete, and audit-ready deal files
• Input and manage data within financing systems

Funding, lender coordination and credit release (20–25%)

• Submit and manage financing applications through captive and third-party lenders
• Familiarity with lending terms, leasing structures, and funding workflows
• Coordinate with internal credit teams and external lenders to obtain approvals
• Manage conditions precedent and funding requirements
• Assemble complete funding packages to support timely funding
• Timely and accurate progression of deals from application through funding and credit release
• Strong knowledge of equipment financing processes and documentation
• Issue credit release authorization once all funding requirements are satisfied
• Ensure all transactions meet risk, compliance, and funding standards

Deal coordination and process execution (10–15%)

• Track deal progression and maintain accurate status updates within systems
• Coordinate follow-ups related to outstanding documentation and funding conditions
• Collaborate with Sales and internal stakeholders to support deal execution timelines
• Maintain accurate deal records and documentation tracking

Trade processing and administrative coordination (10–15%)

• Coordinate and process trade-in transactions, including documentation and ownership verification
• Manage trade payoff requirements and internal trade-clearing processes
• Proper execution of trade processing and registry requirements
• Prepare registry searches and registrations (PPSA and corporate registries)
• Maintain accurate records of financing and trade activity
• Support general administrative functions related to financing and deal processing

Compliance and process management (5–10%)

• Ensure compliance with lender requirements, company policies, and regulatory standards
• Maintain audit-ready financing documentation and records
• Identify risks, discrepancies, or gaps and escalate appropriately
• Support continuous improvement of financing processes and workflows

Education & Experience

• 3–5+ years of experience in financing administration, lending, or sales support
• Experience in equipment finance, leasing, banking, or commercial finance environments preferred
• Proficiency with Microsoft Office and financing/CRM systems
• Post-secondary education in business, finance, or related field is considered an asset
• Experience in structured, process-driven environments preferred

Preferred (Non-mandatory) Skills:

• Equipment financing workflows and documentation processes
• Lending systems and financing platforms
• PPSA, lien registration, and corporate registry requirements
• Insurance requirements related to financed equipment
• Regulatory and compliance requirements
• Sales and deal lifecycle processes

Soft Skills

• Strong organizational and time management skills
• High attention to detail and data accuracy
• Ability to manage multiple transactions in a fast-paced environment
• Strong analytical and problem-solving capabilities

At Finning, we prioritize creating a diverse and inclusive environment. We are proud to be an equal opportunity employer, and we actively encourage all individuals to express themselves and achieve their full potential. As a company, we continuously strive to enhance our outreach to individuals of all backgrounds and identities. We do not discriminate against applicants based on gender identity, race, national and ethnic origin, religion, age, sexual orientation, marital and family status, and/or mental or physical disabilities. Furthermore, Finning is committed to collaborating with and providing reasonable accommodations /adjustments to individuals with disabilities. If you require an adjustment/accommodation at any point during the recruitment process, please inform your recruiter.