Prepare, maintain, and execute weekly and monthly operational and financial reports with a high level of accuracy and attention to detail.
Support the end-to-end project intake and setup process, including reviewing contracts to ensure projects are accurately created in internal systems and delivery teams are set up for success.
Execute project close-out activities, ensuring project data, financials, and documentation are complete and accurate.
Support project teams by reinforcing project ownership and accountability, escalating risks or issues when delivery expectations or stakeholder accountability are unclear.
Partner with Data Operations, Finance, and Project Management teams to support month-end close activities and reporting requirements.
Assist in building financial understanding within the PMO, including concepts such as earned revenue, invoiced value, accrued revenue, and deferred revenue.
Generate and maintain accurate, real-time sales pipeline reports, dashboards, and data visualizations to support business decision-making.
Support improvements to revenue operations systems and processes by assisting with tool evaluations, data quality initiatives, and reporting enhancements.
Help maintain data integrity for forecasting by proactively identifying and resolving inconsistencies in pipeline stages, close dates, and probabilities.
Develop, update, and maintain clear SOPs and process documentation across revenue and data operations.
Support teams across the organization with data management and documentation updates within SOPs and the Learning Management Platform.
Collaborate cross-functionally with Legal, Finance, Revenue, and Data Operations teams to support contract-related workflows and operational needs.
Contribute to cross-functional projects and initiatives aimed at improving operational efficiency and effectiveness.
Support the Data Operations team with contract lifecycle activities, helping ensure accuracy, compliance, and timely execution.

Requirements

2–4 years of experience in operations, project management, revenue operations, or a related function.
Post-secondary education in Business, Finance, Operations, Analytics, or a related field.
Advanced Excel/Google Sheets skills, including pivot tables and data analysis.
Experience with Salesforce (Sales Cloud) data management, reporting, and basic troubleshooting.
Basic understanding of month-end financial processes, invoicing, and revenue tracking.
Strong analytical skills with attention to detail and ability to maintain data integrity.
Experience producing reports, dashboards, and process documentation (SOPs/Learning Management).
Collaborative and organized, with the ability to work across teams and manage multiple tasks.

Benefits

Benefits Plans
HSA / QSEHRA
Employee Wellness & EAPs
Fitness Reimbursement and Vet Care Programs
RRSP Matching / 401K
Profit Sharing
Flexible work to promote work-life integration
Home office allowance
Referral bonus program
Company social events
More!

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

data analysisfinancial reportingproject managementrevenue operationsdata managementreportingSOP documentationdata integritycontract lifecycle managementmonth-end financial processes

Soft Skills

attention to detailanalytical skillscollaborationorganizationaccountabilitycommunicationproblem-solvingcross-functional teamworktime managementstakeholder management