Finance Operations Associate
AI Summary
DealMaker is a fast-growing fintech company revolutionizing the capital markets ecosystem with a mission to make online capital raising mainstream. We empower founders, CEOs, and operators to raise capital digitally, both from their own communities and through strategically marketed campaigns.
About this role
DealMaker is a fast-growing fintech company revolutionizing the capital markets ecosystem with a mission to make online capital raising mainstream. We empower founders, CEOs, and operators to raise capital digitally, both from their own communities and through strategically marketed campaigns. No other platform provides an end-to-end solution like ours—and our track record speaks for itself, with over $2B raised across 1,000+ campaigns. We power the largest online capital raises for customers like EnergyX ($88M), Green Bay Packers ($65M), Miso Robotics ($72M+), Monogram Orthopaedics (Nasdaq:MGRM) and many others, with 3 IPOs in the past year alone. We are quickly expanding our horizons and are seeking talented team members to join us on our journey to transform the global capital market.
Who you are:
This is an opportunity to own a critical function within a scaling Finance team. You will be responsible for day-to-day accounts receivable and collections operations, and will support expense management and month-end reconciliations. Over time, as we build and deploy automated workflows, you will take on increasing responsibility for overseeing those systems and expanding their coverage — growing from hands-on operator to a key driver of how our finance operations run.
You are a tech-forward finance professional who prioritizes automation over manual processing — comfortable executing a structured collections and accounting process today, and motivated to progressively reduce manual work by improving and scaling automated finance workflows.
What you will do:
Revenue Cycle
Own deal setup creation and daily cash application
Manage AR reminder workflows and partnership invoicing
Handle billing tickets and internal AR follow-ups
Act as primary point of contact for disbursement AR settlements
Expense Management
Administer Float for daily credit card transaction coding and employee reimbursement reviews
Support ongoing expense process controls and system integrity
General Accounting Support
Post basic bank journal entries and support daily bank transaction activity
Support balance sheet reconciliations
Assist in audit and tax preparation
Agent Supervision
As workflows are automated over time, take on a supervisory role: review system outputs, manage exception queues, resolve escalations, and ensure accuracy and completeness across AR, expense, and reconciliation processes
What skills you need:
2–4 years of experience in accounting, finance operations, or a similar role
Hands-on experience with AR/collections and AP processes
Comfort working in cloud-based finance tools (Float, NetSuite, Stripe, Zip or similar)
Strong attention to detail with a bias toward building systems over repeating manual tasks
Ability to prioritize across multiple high-frequency workflows in a fast-paced environment
CPA in progress preferred
Why Join DealMaker
This role gives you real ownership from day one. You’ll manage core finance operations across AR, expense, and accounting, with a clear path to take on more as the team invests in automation. We’re a small, high-performing team — your work will be visible, your contributions will matter, and you’ll have direct exposure to senior finance leadership. If you’re early in your career and want a role where you can build deep operational expertise while growing into a more strategic function, this is it.
Founded in 2018 by leading capital markets lawyers, DealMaker has blazed its own trail as the leading online capital-raising platform.As a tech startup, we are well-capitalized, firmly established in our market, and ready to scale. Here’s why you should want to join us:
Competitive compensation with the opportunity to earn equity—get into a growth company on the ground floor
A diverse & distributed team of doers, innovators, and experts
Shared employee benefit plan (medical, vision, & dental)
We love AI and have tools to support you build innovative solutions
Annual learning support And more!
We use automated and artificial intelligence-based tools (“Automated Employment Decision Tools”) to assist in screening, assessing, or evaluating candidates. These tools may assess job-related qualifications such as skills, experience, and work history. AI-assisted tools support our recruitment team and do not replace human judgment; all final hiring decisions are made by human reviewers.
Applicants may request information about the use of these tools or request an alternative selection process by contacting us at Talent@dealmaker.tech. For more information about how personal information is collected and used, please see our Privacy Notice.
Equal Employment Opportunity
DealMaker does not discriminate in hiring or terms and conditions of employment because of an individual’s race, ancestry, colour, place of origin, religion, gender, gender identity, national origin, citizenship, age, disability, sexual orientation, family status or marital status, or any other protected category recognized by provincial or federal laws.
Please inform us if you require any accommodation, and we will work with you to meet your accessibility needs. For any accessibility-related assistance, requests for information in accessible alternative formats or to report any accessibility problems, please share in your application.
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