Finance Operations Specialist

20 hours ago

Tiruchi, Tamil Nadu, India beBeeInvestment Full time ₹ 5,00,000 - ₹ 10,00,000
Job Description

We are seeking a detail-oriented and proactive Finance Operations Specialist to provide critical administrative support to our finance team.

Main Responsibilities:
  • Support the deal lead with transaction closings by organizing checklists, tracking deliverables, and coordinating internal and external schedules.
  • Maintain data rooms, filing systems, and SharePoint documents 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 SharePoint according to 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 process assessments to continually improve efficiency.
Compliance & Reporting:
  • Maintain Smartsheet for compliance deadlines, reporting periods, and process improvements.
  • Help collect and organize compliance documentation from project sponsors, including certificates, community impact reports, and financial statements.
  • Follow up on late or incomplete reporting to ensure timely submissions and maintain compliance with NMTC requirements.
  • Assist with annual investor and CDFI Fund reports.
Required Skills & Qualifications:

Excellent communication, organizational, and interpersonal skills, along with the ability to work under tight deadlines, manage priorities, and complete tasks with minimal follow-up. A bachelor's degree is preferred, or equivalent work experience in finance, real estate, project management, nonprofit, or administrative support roles.

Key competencies include:

  • Strong organizational skills with excellent attention to detail.
  • An effective communicator with a professional email and phone manner.
  • Proficiency in Microsoft Office (Outlook, Excel, Smartsheet, Word) and familiarity with file-sharing platforms.
  • Eagerness to learn about community development finance, NMTC, or impact investing.
Preferred but Not Required:
  • Review and assist in investment underwriting.
  • Manage a portfolio of investments, including reviewing construction draw requests, assessing borrower performance, conducting outreach interviews, and corresponding with at-risk borrowers.

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