Finance Support Specialist

1 day ago

Aligarh, Uttar Pradesh, India beBeeInvestment Full time ₹ 9,60,000 - ₹ 12,80,000
Job Description

We are seeking a detail-oriented and proactive coordinator to provide critical administrative support to our team.

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.

The coordinator will assist with transaction closings, manage shared communications, organize compliance documentation, and ensure timely reporting and data collection.

Key Responsibilities:
  • Support the deal lead with 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.
Team Operations & Communications:
  • Monitor and manage the team email inbox, ensuring timely routing and responses to incoming requests.
  • Manage reporting documents received from borrowers and organize them in our SharePoint according to our protocols.
  • Schedule meetings and coordinate calendar invites for internal and external stakeholders.
  • Assist with document drafting, including cover letters, signature pages, and basic templates.
  • Participate in assessing policies and procedures to continually improve process efficiencies.
Compliance & Reporting:
  • Maintain Smartsheet for compliance deadlines, reporting periods, and process improvements.
  • Help collect and organize compliance documentation from project sponsors, including compliance certificates, community impact reports, and financial statements.
  • Follow up with project contacts on late or incomplete reporting to ensure timely submissions and maintain compliance with requirements.
  • Assist with preparing annual investor and CDFI Fund reports.
Requirements:
  • Excellent communication, organizational, and interpersonal skills, as well as the ability to work under tight deadlines, manage priorities, and complete assigned tasks with minimal management follow-up.
  • Bachelor's degree preferred, or equivalent work experience in finance, real estate, project management, nonprofit, or administrative support roles.
  • Strong organizational skills with excellent attention to detail.
  • An effective communicator with the ability to be client-facing with a professional and responsive email and phone manner.
  • 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.
Preferred Qualifications:
  • Review and assist in the underwriting of proposed investments.
  • Manage a portfolio of investments, including reviewing construction draw requests, assessing the financial performance of borrowers, conducting annual outreach interviews with borrowers, and corresponding regularly with borrowers displaying signs of weakness and increased risk.

  • JD Edwards Finance Support Specialist

    4 days ago

    Aligarh, Uttar Pradesh, India beBeeFinanceSpecialist Full time ₹ 1,00,00,000 - ₹ 1,20,00,000

    Transform Business Operations with Oracle ERP ExpertiseWe deliver comprehensive consulting services for international rollouts, upgrades, and support services.This Role:The JD Edwards Finance Support Specialist plays a vital role in ensuring the optimal performance of JD Edwards EnterpriseOne systems for global customers.Liaising with internal and external...

  • Operations Support Specialist

    4 days ago

    Aligarh, Uttar Pradesh, India beBeeOperations Full time ₹ 8,00,000 - ₹ 15,00,000

    Job Title: Operations Support SpecialistWe are seeking a highly skilled and detail-oriented individual to join our team as an Operations Support Specialist.This is a full-time on-site role located in Noida. The successful candidate will be responsible for providing administrative assistance, maintaining office files, supporting the management team, tracking...

  • Administrative Support Specialist

    1 week ago

    Aligarh, Uttar Pradesh, India beBeeAdministrative Full time ₹ 1,80,000 - ₹ 2,40,000

    Administrative Support SpecialistAs a key member of our dynamic team in the digital marketing space, you will be responsible for managing day-to-day administrative tasks and supporting HR and finance operations. This role requires a proactive and organized individual with at least 1 year of experience to assist the management team, handle client...

  • Expert Workday Support Specialist

    1 week ago

    Aligarh, Uttar Pradesh, India beBeeWorkday Full time AU$ 80,000 - AU$ 1,20,000

    Expert Workday Support SpecialistAbout Our OpportunityWe are seeking a highly skilled Workday Support Specialist to provide timely and effective support for our client's Workday platform.The ideal candidate will possess strong hands-on knowledge of at least two Workday modules, experience supporting integrations, and excellent analytical and troubleshooting...

  • Senior SAP Finance Functional Specialist

    7 days ago

    Aligarh, Uttar Pradesh, India beBeeFinance Full time ₹ 15,00,000 - ₹ 20,00,000

    We are looking for a seasoned SAP Finance Functional Specialist to enhance our organization's financial processes.This role requires a deep understanding of financial management, accounting principles, and reporting standards to configure and customize SAP FI/CO modules: General Ledger (GL), Accounts Payable (AP), Accounts Receivable (AR), Asset Accounting,...

  • Financial Analyst Support Specialist

    1 week ago

    Aligarh, Uttar Pradesh, India beBeeAccounting Full time ₹ 3,00,000 - ₹ 6,00,000

    Job SummaryWe are seeking a highly skilled Financial Analyst Support Specialist to join our team. This role is ideal for individuals with strong proficiency in MS Excel and MS Word, as well as experience in various accounting and tax-related areas.Key Responsibilities:Assist in financial analysis and reportingProvide support in audit and compliance...

  • Freelance Finance Specialist

    2 days ago

    Aligarh, Uttar Pradesh, India beBeeFreelance Full time ₹ 9,00,000 - ₹ 12,34,567

    As a key player in the transition to S4 Hana SAP, you will be responsible for setting up finance and supply chain modules for manufacturing plants.Key Responsibilities:SAP Transition Support: Assist with implementing and configuring finance and supply chain modules for seamless integration.Testing and Resolution: Conduct thorough testing, resolve issues, and...

  • Finance Accounts Processor

    2 hours ago

    Aligarh, Uttar Pradesh, India beBeeAccountant Full time ₹ 6,00,000 - ₹ 8,00,000

    Accounts Payable Specialist RoleWelcome to a leading online travel company with 7 million monthly users. We're looking for an efficient Accounts Payable Specialist to join our finance team.This specialist will explain and assist vendors and stakeholders with the accounts payable process.The Accounts Payable Specialist will reconcile the accounts payable...

  • Senior Finance Transformation Specialist

    1 week ago

    Aligarh, Uttar Pradesh, India beBeeFinance Full time ₹ 10,00,000 - ₹ 17,00,000

    Are you seeking a rewarding career in finance transformation and management consulting?Job Role:A Finance Effectiveness Associate plays a key role in supporting organizations optimize their finance operations.About the Job:This position involves working on finance transformation initiatives, including process standardization, automation, and target operating...

  • Technical Support Specialist

    2 weeks ago

    Aligarh, Uttar Pradesh, India beBeeSupport Full time ₹ 10,00,000 - ₹ 20,00,000

    **Job Title:** Technical Support SpecialistWe are seeking an experienced and skilled individual to join our team as a Technical Support Specialist. This role will be responsible for providing top-level technical support for our software applications and integrations.