Job description

About the Role

This opportunity is offered through a partner company seeking a Senior Finance Operation Specialist based in Canada. This fully remote role focuses on managing complex finance operations, enhancing reporting mechanisms, and streamlining financial workflows. The specialist will ensure compliance, coordinate financial activities, and support key project milestones while collaborating with multiple internal and external stakeholders.

Key Responsibilities

Oversee the coordination and submission of financial applications and support financing processes from initiation to closure.
Assist with the closing of equity, construction, and permanent loans.
Manage KYC, due diligence procedures, and secure submission of necessary documents.
Track project milestones, deadlines, and requirements across various active projects.
Monitor compliance tasks including cost certification, IRS Form 8609 processing, and ongoing financing commitments.
Maintain financial calendars, project trackers, document repositories, and data rooms.
Develop, maintain, and enhance Excel trackers, reports, dashboards, and workflow tools.
Create and update Standard Operating Procedures (SOPs) for recurring finance operations.
Ensure financial compliance checklists are current and deadlines are consistently met.
Collaborate with internal teams, investors, lenders, and external stakeholders for seamless project execution.
Review, summarize, and translate financial and legal documents into actionable items.
Collect and analyze financial and operational data to support budgeting, reporting, and monitoring activities.
Take full ownership of assigned workflows and deliver accurate results independently.
Identify and implement improvements to finance systems, processes, and operational efficiency.

Required Qualifications and Skills

Bachelor’s degree in Accounting, Finance, Business, or related field is strongly preferred.
At least 2 years' experience in accounting, finance, real estate finance, or related finance operations roles.
Advanced proficiency in Microsoft Excel, including XLOOKUP, SUMIFS, and handling complex datasets.
Ability to successfully complete an Excel-based assessment during the hiring process.
Strong multitasking capabilities with excellent task and deadline management.
Exceptional attention to detail ensuring accuracy and quality in all deliverables.
Solid analytical and problem-solving skills.
Effective communication skills for regular updates and proactive issue resolution.
Experience in creating reports, trackers, operational documentation, and driving process enhancements.
Capability to develop and maintain Standard Operating Procedures.
Experience interpreting financial and legal documents.
Proficiency with Microsoft Office applications.
Familiarity with financial and operational software such as Yardi, QuickBooks, Smartsheet, or Monday.com is a plus.
Experience with AI productivity tools like Microsoft Copilot or Claude is desirable.
Background in affordable housing, LIHTC, or real estate development is advantageous but not mandatory.
Proactive attitude with eagerness to learn and develop professionally.
Ability to manage work independently in a remote environment.

Benefits

Fully remote work setting with company-provided equipment and a complete home office setup.
Backup internet support for reliable connectivity.
Health Maintenance Organization (HMO) insurance starting from day one.
Free pre-employment medical check-up, subject to policies.
15 vacation days and 5 sick leaves annually.
Annual performance evaluations and opportunities for career advancement.
Employee referral incentives and loan facilities.
Social clubs, interest groups, and team-building activities.
Company events featuring recognition and rewards programs.
Statutory benefits including maternity, paternity, retirement, overtime, and applicable premium benefits.
A supportive, collaborative work culture emphasizing professional growth and work-life balance.