5 results for Fund Operations Specialist jobs

Sales Operations Specialist- Finance and Leasing

Mississauga, ON
onsite
Permanent
60000 - 70000 CAD / Yearly
The Sales Operations Specialist plays a key internal support role within the captive finance division, partnering closely with sales, finance, and operations teams. This role is responsible for supporting lease and finance transactions from quote to funding, maintaining CRM and ERP systems, assisting with accounting and invoicing activities, and providing responsive customer service. The ideal candidate will bring strong analytical skills, attention to detail, and prior experience in a leasing, banking, or financial services environment. Key Responsibilities<ul><li>Prepare and compile lease and finance quotes and term sheets to support new and existing business</li><li>Enter and maintain accurate opportunity, customer, and deal data within the CRM system</li><li>Manage and track sales leads, ensuring timely follow-up and proper documentation</li><li>Post cash receipts, perform journal entries, and support general accounting activities</li><li>Run invoices and process transactions within lease/finance management or ERP systems</li><li>Provide inbound customer support, responding to inquiries related to billing, documentation, and account status</li><li>Coordinate with insurance providers to obtain plates and required documentation</li><li>Support sales and finance teams with reporting, reconciliation, and administrative tasks</li><li>Ensure data accuracy and compliance throughout the lease and sales lifecycle</li><li>Assist with continuous improvement of sales and finance processes</li><li>Perform other related duties as assigned</li></ul>
2026-04-22T00:00:00Z

Operations Analyst

Edmonton, AB
onsite
Permanent
65000 - 70000 CAD / Yearly
Our client is seeking a detail-oriented Operations Analyst (IT Focus) to support their IT Director in a newly created role. This position is ideal for a motivated professional with experience in operations, procurement, financial analysis, or IT administration who’s looking to work within a structured, IT-driven environment. This as a strong opportunity for someone who enjoys working behind the scenes—tracking costs, managing vendors, and supporting IT operations—while gaining exposure to leadership and enterprise-level processes. In this role, you’ll act as a key operational and analytical support to the IT function, with responsibilities including: <ul><li>Supporting the IT Director with day-to-day operational and administrative activities</li><li>Performing data entry, reporting, and analysis related to IT costs, budgets, and expenditures</li><li>Tracking, reconciling, and allocating costs (including chargebacks and expense allocations)</li><li>Assisting with vendor management, including contract tracking and renewal schedules</li><li>Supporting software license tracking and compliance</li><li>Coordinating components of IT-related projects (documentation, timelines, tracking)</li><li>Managing accounts payable and accounts receivable activities related to IT vendors</li><li>Maintaining product controls and operational documentation</li><li>Preparing and updating reports using Excel (intermediate level required)</li></ul>Why This Role Stands Out<ul><li>Newly created position with room to shape processes</li><li>Direct exposure to an IT Director and leadership decision-making</li><li>Strong learning opportunity for candidates looking to build on their experience base</li><li>Broad scope across financial tracking, vendor management, and project support</li></ul>This is full-time, permanent, in office position that offers a competitive total rewards package. Apply today!
2026-04-28T00:00:00Z

Investment Fund Associate

Toronto, ON
onsite
Permanent
70000 - 90000 CAD / Yearly
We are looking for a detail-oriented Investment Fund Associate to join our team in Toronto, Ontario. In this role, you will contribute to the management and administration of investment funds while ensuring accurate financial records and seamless operations. The ideal candidate will possess strong analytical skills and a passion for working with numbers. Responsibilities: • Perform account reconciliations to ensure accuracy and resolve discrepancies. • Manage accounts payable and accounts receivable processes, ensuring timely and accurate transactions. • Handle billing activities, including invoice preparation and follow-ups. • Conduct precise data entry to maintain up-to-date financial records. • Utilize Microsoft Excel, including advanced formulas and VBA, to analyze and report data. • Support fund administration tasks, including compliance and reporting. • Collaborate with the business development team to enhance fund performance and client satisfaction. • Identify opportunities for process improvements within financial operations. • Prepare detailed financial reports for internal and external stakeholders. • Maintain communication with clients and vendors to address financial inquiries.
2026-04-09T00:00:00Z

Contracts Specialist

Toronto, ON
remote
Temporary
38 - 44 CAD / Hourly
We are looking for a Contracts Specialist to support contract administration activities for a long-term contract opportunity based in Toronto, Ontario. In this role, you will manage agreement documentation, coordinate reviews with internal and external stakeholders, and help ensure contract records are accurate, compliant, and easy to access. The successful candidate will bring strong attention to detail, sound judgement during negotiations, and a customer-focused approach when working with sales and operational teams. Responsibilities: • Prepare, organize, and maintain contract documents, amendments, and related records throughout the agreement lifecycle. • Review contract terms for accuracy, completeness, and compliance, and follow up with stakeholders to resolve discrepancies. • Support negotiation activities by coordinating feedback, tracking revisions, and helping move agreements toward execution. • Work closely with sales, customer-facing teams, and internal partners to address contract questions and provide timely administrative support. • Use Adobe Acrobat and CRM or contract management tools to update documentation, manage files, and maintain reliable records. • Monitor contract status, key dates, and required actions to help reduce risk and support on-time completion of deliverables. • Assist with compliance-related documentation and reporting requirements, including work connected to DCAA and internal control standards. • Maintain data within Deltek Costpoint and related systems to support accurate contract administration and reporting.
2026-04-30T00:00:00Z

Operations Technician

Calgary, AB
onsite
Temporary
0 - 0 CAD / Yearly
Our client is looking for an experienced Operations Technician to join their team in Calgary, Alberta. This role supports daily operational reporting, well data management, and timely submission of drilling, completion, and abandonment information, while maintaining accurate and organized records. The ideal candidate is organized, detail-oriented, and able to manage high-volume, fast-paced operational data and reporting tasks.Responsibilities:<ul><li>Perform daily reporting in WellView for drilling, completion, and abandonment activities.</li><li>Monitor field operations and maintain ongoing applications aligned with daily activity.</li><li>Maintain accurate well files, including scanning, filing, and updates.</li><li>Manage high-volume well data emails and respond to field requests.</li><li>Administer WellView Allez (vendors, users, issue resolution, data cleanup).</li><li>Prepare daily reports and ensure data accuracy and completeness.</li><li>Support field teams with updates, submissions, and record maintenance.</li></ul>
2026-05-01T00:00:00Z