Finance Operations Assistant

Applytojobs; Mississauga; On-site; CAD 60,000 - 80,000; Full time

Job summary

Bluestar Professional Services Inc. is seeking a highly organized Finance Operations Assistant to support the Director of Finance across Canada and the United States. This role blends executive support, finance operations, data analysis, and project coordination.

The ideal candidate excels in Excel, communicates confidently with stakeholders, and takes initiative to keep priorities moving forward. The successful candidate will consolidate data from multiple companies, prepare dashboards and

Qualifications

• 2–3 years of experience in business analysis, financial analysis, finance operations, business operations, executive support, management reporting, or a similar role.
• Strong Excel and data analysis skills.
• Strong numerical and analytical abilities with an understanding of financial and business information.
• Ability to gather information from multiple sources, connect the dots, and identify key insights.
• Strong business acumen and curiosity.
• Excellent organization, prioritization, and follow-up skills.
• Confidence communicating with stakeholders at different levels.
• Ability to delegate, coordinate, and manage multiple priorities.
• Strong initiative, judgment, and problem-solving skills.
• Ability to handle confidential information with discretion.
• Comfortable working in a fast-paced and constantly changing environment.

Responsibilities

• Manage Director of Finance's calendar, meetings, appointments, and competing priorities.
• Monitor multiple inboxes and flag important, time-sensitive communications.
• Organize and prioritize information and prepare materials.
• Identify action items, delegate follow-ups, and ensure tasks are completed.
• Prepare meeting materials, reports, and correspondence.
• Maintain organized files and confidential information.
• Build strong working relationships across the finance department and the organization.
• Gather, organize, and consolidate financial and operational data from multiple companies.
• Analyze financial information to identify trends, variances, and areas needing attention.
• Assist with budgeting, forecasting, and business performance analysis.
• Prepare financial reports, dashboards, presentations, and analytical summaries.
• Use Excel to organize and present data.
• Translate data into clear insights for the Director of Finance.
• Support M&A, business planning, and other strategic initiatives.
• Improve finance processes and information flow.

Skills

Excel proficiency

Data analysis

Analytical thinking

Stakeholder communication

Organization and prioritization

Discretion handling confidential info

Problem solving

Initiative and judgment

Multi-tasking / time management

Adaptability to fast-paced environment

Education

Post-secondary education in Business, Finance, Accounting, Economics, Data Analytics, or related field

Tools

ERP systems

Job description

About Us

Bluestar Professional Services Inc. is an investment office operating across Canada and the United States. We acquire and operate small to medium-sized businesses with a long-term, value-driven approach focused on sustainable growth and meaningful outcomes for employees, clients, and investors.

Our businesses bring together legal, accounting, wealth management, and advisory expertise under one platform, creating a collaborative environment focused on simplifying complexity and delivering thoughtful, long-term solutions.

At Bluestar, we believe great businesses are built by great people. We foster a culture of collaboration, growth, excellence, and continuous learning, where individuals are supported, empowered to take initiative, and given opportunities to make a meaningful impact.

About the Role

We are seeking a highly organized, proactive, confident, and analytical Finance Operations Assistant to provide direct support to the Director of Finance across multiple professional services businesses in Canada and the United States.

This is a fast-paced, people-focused role combining executive support, finance operations, data analysis, and project coordination. The ideal candidate is highly proficient in Excel, understands financial and business data, communicates confidently with stakeholders, and takes initiative to keep priorities and projects moving forward.

The successful candidate should be able to understand the numbers, recognize what matters, and understand the business story behind the data.

This is not a traditional accounting role and does not require detailed AP, AR, or bookkeeping experience.

Key Responsibilities

Executive & Organizational Support

• Manage multiple calendars, meetings, appointments, and competing priorities.
• Monitor multiple inboxes and identify important, time-sensitive, or action-required communications for the Director.
• Organize and prioritize information rather than responding to emails on the Director's behalf.
• Identify action items, delegate follow-ups, and ensure tasks are completed.
• Prepare meeting materials, presentations, reports, and correspondence.
• Maintain organized files and confidential information.
• Build strong working relationships across the finance department and broader organization.

Finance Operations & Data Analysis

• Gather, organize, and consolidate financial and operational data from multiple companies and sources.
• Analyze financial information to identify trends, variances, inconsistencies, and areas requiring attention.
• Assist with revenue, profitability, expenses, budgeting, forecasting, and business performance analysis.
• Prepare financial reports, dashboards, presentations, and analytical summaries.
• Use Excel to organize, analyze, and present financial and business data.
• Connect information from different sources and translate it into clear, useful insights for the Director of Finance.
• Support M&A, business planning, and other strategic initiatives.
• Assist with improving finance processes, reporting, and information flow.

The successful candidate should be able to understand the numbers, recognize what matters, and understand the business story behind the data.

Project & Stakeholder Coordination

• Maintain project trackers, task lists, and deadlines for the Director of Finance.
• Coordinate finance and business projects across multiple companies and departments.
• Delegate and follow up on outstanding tasks and deliverables.
• Monitor key finance deadlines, including reporting, budgeting, audits, and other recurring activities.
• Communicate with employees, managers, accountants, auditors, lawyers, bankers, vendors, and other stakeholders.
• Identify delays or issues and elevate them appropriately.

Travel & Administrative Support

• Coordinate domestic and international business travel, including flights, hotels, transportation, and itineraries.
• Coordinate meetings across multiple offices and time zones.
• Manage travel changes, cancellations, and scheduling conflicts.
• Provide general executive and administrative support to the Director of Finance as required.

Qualifications & Experience

Required

• 2–3 years of experience in business analysis, financial analysis, finance operations, business operations, executive support, management reporting, or a similar role.
• Strong Excel and data analysis skills.
• Strong numerical and analytical abilities with an understanding of financial and business information.
• Ability to gather information from multiple sources, connect the dots, and identify key insights.
• Strong business acumen and curiosity.
• Excellent organization, prioritization, and follow-up skills.
• Confidence communicating with stakeholders at different levels.
• Ability to delegate, coordinate, and manage multiple priorities.
• Strong initiative, judgment, and problem-solving skills.
• Ability to handle confidential information with discretion.
• Comfortable working in a fast-paced and constantly changing environment.

Preferred

• Experience supporting a CFO, Director of Finance, VP Finance, or senior executive.
• Experience in financial analysis, FP&A, management reporting, or business analysis.
• Experience with revenue, profitability, budgeting, forecasting, or business performance data.
• Experience with financial systems, reporting platforms, or ERP systems.
• Experience with M&A, acquisitions, or financial due diligence.
• Experience working across multiple companies, departments, or locations.
• Professional services experience, particularly legal, accounting, wealth management, consulting, or private equity.
• Post-secondary education in Business, Finance, Accounting, Economics, Data Analytics, or a related field.

Important Scope of the Role

This is not primarily an AP, AR, bookkeeping, or transactional accounting position.

The role focuses executive support, financial and business analysis, data, finance operations, and project coordination.

Core Competencies

Analytical Thinking | Business Acumen | Excel & Data Analysis | Organization | Initiative | Communication | Stakeholder Management | Project Coordination | Follow-Through | Problem Solving | Discretion

What Success Looks Like

• The Director of Finance is organized, prepared, and aware of key priorities.
• Important communications, deadlines, and follow-ups are identified and managed.
• Financial and business information is brought together accurately and efficiently.
• Data is analyzed and presented clearly.
• The candidate understands the business context behind the numbers and identifies issues requiring attention.
• Projects and delegated tasks stay on track.
• Stakeholders receive timely communication and follow-up.
• The candidate proactively identifies what needs to happen next.

Seniority Level

• Not Applicable

Employment Type

• Full-time