Financial Operations Coordinator

Job Title:

Financial Operations Coordinator

Reporting directly to
Business Manager

Location:

204-755 Queensway E, Mississauga, ON L4Y 4C5

Compensation:
$58,000-$68,000

Environment and Role
Newly created in-office operations role supporting a growing firm

About Us
F Silveira Chartered Professional Accountants is a growing public accounting firm based in Mississauga, Ontario. We support privately owned-managed businesses with accounting, assurance (ASPE & IFRS), tax compliance, and advisory services. Our firm is built on strong client relationships, high-quality work, continuous improvement, and a modern, team-first culture.

Position Purpose
This newly created role strengthens the firm’s operational infrastructure by improving workflow visibility, scheduling discipline, billing coordination, client follow-up, and reporting. The Financial Operations Coordinator ensures work is clearly created, assigned, tracked, billed, followed up, and visible to leadership.

The Opportunity
We are seeking a highly organized, system-minded Financial Operations Coordinator to help manage the firm’s daily operational rhythm. This is an operations coordination role, not a bookkeeping production role, focused on workflow visibility, scheduling, client administration, billing coordination, accounts receivable follow-up, KPI reporting, and practical execution across the firm.

This role is suited to someone who understands accounting firm terminology and financial processes, with strengths in coordination, follow-through, systems, reporting, and team organization. The Financial Operations Coordinator will work closely with the Business Manager, leadership, and accounting team to support clear priorities, accurate information, and consistent operational execution.

Key Responsibilities

Experience with Karbon is considered a strong asset.

Experience with Xero is helpful for billing, payment, and reporting coordination; however, this position is not responsible for performing firm bookkeeping, preparing client bookkeeping files, or completing accounting production work.

Karbon Workflow and Scheduling Coordination

Coordinate daily Karbon use and keep workflow information accurate.

Create, assign, monitor, and update jobs to clarify ownership and deadlines.

Maintain dashboards showing priorities, bottlenecks, overdue items, and capacity concerns.

Follow up on missing updates, overdue tasks, stalled jobs, and workflow gaps.

Keep dates, statuses, assignments, and task structures current.

Build and maintain Karbon templates, automation, checklists, and standards.

Support new client and engagement setup in Karbon.

Train and support staff on consistent Karbon best practices.

Operational Reporting and KPI Coordination

Prepare weekly and monthly operational reports.

Track workflow status, WIP, billing, AR, productivity, and bottlenecks.

Maintain leadership dashboards and summaries.

Identify data gaps, system issues, delays, and process gaps.

Support quarterly reviews with organized performance information.

Recommend improvements to visibility, accountability, and consistency.

Client Administration and Communication Coordination

Coordinate client administration, onboarding, billing, and workflow matters.

Support onboarding by coordinating forms, engagement setup, records, and handoffs.

Maintain client records, correspondence, billing notes, and administrative details.

Communicate professionally on administrative requests, billing questions, follow-up, and status updates.

Support timely, clear, and professional client communication.

Provide backup reception and client-facing administrative support as needed.

Internal Operations and Process Support

Support leadership with operations, projects, documentation, and follow-through.

Maintain SOPs for workflow, billing, reporting, and client administration.

Coordinate deadlines, recurring meetings, action items, and operational follow-ups.

Assist with system clean-up, data quality, and consistency across firm tools.

Implement improvements that reduce bottlenecks, strengthen accountability, and improve organization.

Required Qualifications

Diploma/degree in Business/Operations/Office Administration, Accounting, Bookkeeping or a…