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 Powered by JazzHR