GreenBirch Capital is an industry leader that helps facilitate commercial, multifamily, and construction mortgage financing in a number of provinces across Canada. We achieve this by hiring high calibre candidates to provide our clients with the tools and knowledge to achieve the growth they have always desired, no matter where they are on that journey. We are searching for our next Finance and Operations Coordinator.
Overview
The Finance and Operations Coordinator plays a critical role in supporting the organization’s financial integrity, operational efficiency, reporting, and compliance obligations. This role partners closely with leadership, external advisors, and internal teams to deliver accurate financial data, insightful internal reporting, and streamlined processes while ensuring adherence to regulatory requirements within the mortgage and financial services industry.
You will be offered a competitive compensation and benefits package, including: $60,000 - $75,000 base salary depending on experience, plus variable pay, and full benefits, paid for by us!
Core Competencies & Skills
- Highly organized with exceptional attention to detail
- Strong ability to manage multiple priorities and meet tight deadlines
- Professional, confident, and effective communicator (written and verbal)
- Proactive, resourceful, and comfortable working in a fast-paced environment
- Demonstrates discretion when handling confidential and sensitive information
- Strong analytical mindset with the ability to translate data into insights
- Advanced technical aptitude with financial systems, reporting tools, and automation
Key Responsibilities
Finance & Accounting
- Maintain accurate and up-to-date financial records, including accounts payable, accounts receivable, expense tracking, Employee benefits and reimbursements
- Assist with bookkeeping, budgeting, forecasting, variance analysis, and financial performance tracking
- Prepare internal financial summaries and management reports for leadership review
- Coordinate with external accountants on audits, tax filings, and year-end financial activities
- Support continuous improvement of financial controls, processes, and documentation
Internal Reporting & Data Analytics
- Develop, maintain, and automate internal reports and dashboards for operational and financial insights
- Create standardized monthly, quarterly, and ad-hoc management reports
- Analyze operational and financial data to identify trends, risks, and opportunities
- Leverage advanced Excel functionality (Pivot Tables, formulas, VBA where applicable) to streamline reporting
- Support the development of Power BI dashboards and visual analytics (preferred but not mandatory)
Operations & Administration
- Manage day-to-day office and operational activities, including vendor coordination and supply management
- Support onboarding, offboarding, and record-keeping for mortgage agents, including licensing and compliance documentation
- Coordinate with lenders, insurers, and other partners to ensure smooth transaction processing
- Maintain and continuously improve operational procedures and workflows
- Provide administrative and reporting support to senior leadership
Compliance & Regulatory Support
- Ensure timely preparation and submission of regulatory filings and reports required by mortgage industry governing bodies
- Monitor ongoing compliance with internal policies, regulatory requirements, and ethical standards
- Assist in internal audits, compliance reviews, and operational risk assessments
- Maintain compliance documentation and support responses to regulatory inquiries
Marketing & Social Media Support
- Assist with tracking and reporting on marketing initiatives and performance metrics
- Support basic social media coordination, posting schedules, and performance reporting
- Collaborate with marketing and leadership teams to ensure brand consistency and compliance in communications
Experience & Qualifications
- Minimum 3–5 years of experience in finance, operations, accounting, or a similar coordination role
- Minimum 2-3 years of experience with Quickbooks
- Post-secondary education in Finance, Accounting, Business Administration, or a related field
- Experience within financial services, mortgage brokerage, lending, or regulated industries is a strong asset
- Demonstrated experience preparing internal reports and working with senior stakeholders
Technical Requirements
- Advanced proficiency in Microsoft Excel (required), including:
- Pivot Tables & Pivot Charts
- Complex formulas (INDEX/MATCH, XLOOKUP, SUMIFS, etc.)
- Data validation and automation
- Experience with Power BI (preferred / nice-to-have)
- Strong working knowledge of Microsoft Word and Outlook
- Comfort working with cloud-based file systems (SharePoint / OneDrive preferred)