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3 days ago
Job Title: Financial Operations Specialist
Job Description:This role is ideal for someone who is interested in gaining hands-on experience in community development finance and supporting impactful projects that benefit underserved communities.
- Support transaction closings by organizing checklists, tracking deliverables, and coordinating internal and external schedules.
- Maintain deal folders, data rooms, and filing systems to ensure all documentation is accurate and up-to-date.
- Document transaction milestones for internal records.
Excellent communication, organizational, and interpersonal skills are required. A bachelor's degree in a related field or equivalent work experience is preferred. Strong organizational skills with excellent attention to detail are necessary.
- Proficiency in Microsoft Office (especially Outlook, Excel, Smartsheet, and Word)
- Familiarity with file-sharing platforms (e.g., SharePoint) preferred
- Eagerness to learn about community development finance, NMTC, or impact investing
The coordinator will assist with transaction closings, manage team operations, and ensure timely reporting and data collection.
Others:Core competencies include excellent communication, organizational, and interpersonal skills. The ability to work under tight deadlines, manage priorities, and complete assigned tasks with minimal management follow-up is required.
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