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
We are seeking a detail-oriented and proactive Junior Financial Operations Specialist to join our growing Payment Operations team. This role is critical in ensuring smooth execution of day-to-day financial workflows and supporting the operational integrity of payments, disputes, and disbursements. The ideal candidate is highly organized, capable of working independently, and comfortable handling sensitive financial data in a regulated environment.
What you'll do
- Execute core operational processes including: Dispute management and tracking. Refunds processing and execution, Disbursement processing, and Financial reconciliation tasks
- Collect and analyze transaction and operational data to support reporting and identify process improvements.
- Maintain accurate records and documentation in accordance with internal policies and compliance requirements.
- Collaborate with cross-functional teams including customer support, compliance, and finance.
- Use internal tools (e.g., Monday.com CRM) to manage workflows, prioritize tasks, and escalate issues when necessary.
- Assist with audits and regulatory reporting as needed.
- Assist in identification and implementation of new AI tools and resourcing to further automate daily tasks
What Skills you Need
- 1–2 years of experience in financial operations, banking, fintech, or a related field (preferred but not required for the right candidate).
- Proficiency in Microsoft Excel (pivot tables, v-lookups, basic formulas).
- Experience with workflow or CRM tools such as Monday.com or similar.
- Working knowledge of banking and securities terminology.
- Strong organizational skills and exceptional attention to detail.
- Ability to take direction, learn quickly, and troubleshoot issues independently using available tools and resources.
- Excellent verbal and written communication skills.
\nFounded in 2018 by leading capital markets lawyers, DealMaker has blazed its own trail as the leading online capital-raising platform. As a Series 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)
-Strong autonomy with support from leadership
-Annual learning support And more!
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.