The Role
Manage finance operations for affordable housing projects, coordinating LIHTC submissions, loan closings, KYC and compliance processes. Maintain trackers, calendars, SOPs, and data rooms; build Excel reports and dashboards; analyse financial/property performance; liaise with lenders, investors and teams to ensure milestones and deadlines are met, and improve finance workflows.
Summary Generated by Built In
Position Title: Senior Finance Operations Specialist
Work Set-up: Remote Salary: 70k – 80k
Holiday: US
Responsibilities as a Senior Finance Operations Specialist
• Coordinate Low-Income Housing Tax Credit (LIHTC) application submissions.
• Support equity, construction and permanent loan closings.
• Coordinate Know Your Customer (KYC), due diligence requirements and secure portal submissions.
• Track project milestones from construction financing through permanent loan conversion.
• Monitor cost certification, IRS Form 8609 processes and ongoing financing compliance requirements.
• Maintain financing calendars, project trackers and supporting documentation.
• Build, maintain and continuously improve Excel-based trackers, reports and workflow tools.
• Develop, maintain and enhance Standard Operating Procedures (SOPs) for recurring finance processes.
• Maintain financial compliance checklists and ensure critical deadlines are consistently achieved.
• Coordinate with internal teams, lenders, investors and external stakeholders to keep projects progressing smoothly.
• Maintain financial records, digital document repositories and project data rooms.
• Interpret financial and legal documentation and convert information into actionable tasks, summaries and database updates.
• Collect, organise and analyse financial and property performance data.
• Support budgeting, reporting, financial analysis and performance dashboards.
• Monitor key financial and operational milestones across multiple active projects.
• Take ownership of assigned workflows, delivering accurate outcomes independently rather than simply coordinating activities.
• Identify opportunities to improve finance processes, systems and operational efficiencies across the business.
Qualifications as a Senior Finance Operations Specialist
• Bachelor's Degree in Accounting, Finance, Business or a related is strongly preferred.
• Minimum of 2 years' proven experience in Accounting, Finance, Real Estate Finance or a similar financial operations role.
• Advanced Microsoft Excel skills are essential, including XLOOKUP, SUMIFS and the ability to confidently work with complex spreadsheets and large datasets. Successful candidates will complete an Excel assessment as part of the recruitment process.
• Outstanding task management skills with the ability to confidently manage multiple deadlines, projects, files and trackers without compromising accuracy.
• Exceptional attention to detail and the ability to consistently produce high-quality work.
• Clear, proactive communication skills with the confidence to ask questions, provide regular updates and raise potential issues early.
• Strong analytical thinking and problem-solving ability.
• Demonstrated ability to quickly learn new systems, concepts and business processes.
• Experience creating reports, trackers and operational documentation.
• Ability to develop, document and continuously improve Standard Operating Procedures
• Experience interpreting financial and legal documentation.
• Proficiency in Microsoft Office applications.
• Experience with Yardi, QuickBooks, Smartsheet or Monday.com is advantageous.
• Experience using AI productivity tools such as Microsoft Copilot or Claude is desirable.
• Experience within affordable housing, LIHTC or real estate development is beneficial but not essential. Full training will be provided for the right candidate.
• A proactive mindset with a genuine desire to continuously learn, improve and build a long-term career.
Your love for Boomering will jump-start with these meaningful engagement activities and perks. Using the concepts and tools of EOS (Entrepreneurial Operating System), Boomering provides a fun, rewarding and stimulating environment where work-life balance meets a commitment to foster growth.
• Genuinely caring Leadership Team
• Competitive salary package
• Company-provided full set-up for desktop/laptop with a back-up internet
• Free pre-employment Medical Assessment (T&C apply)
• HMO on the first day of hire
• 15 Vacation Leaves and 5 Sick Leaves
• Annual Performance Reviews
• Unlimited Employee Referral Incentives
• Employee Loan Facilities
• Social Clubs and Interest Workshops
• Company events where you get a chance to win amazing prizes and be rewarded for your outstanding performance.
• Statutory Benefits: Maternity, Paternity and Solo Parent Leaves, Magna Carta for Women, Retirement Benefits, OT, and Premium Pays
About Boomering:
Boomering is an ISO-certified, leading BPO company in Clark Freeport Zone, Pampanga.
Our mission to Enrich Client and Staff Lives through Simple and Smart Offshoring Solutions and our S.T.E.P. Core Values (Service, Transparency, Excellence and Partnership) are the framers of our continuing success.
Providing equal opportunities and collaborative culture of excellence, Boomering is not just your average BPO. We are here to make a difference.
Future-proof your career and pursue your passion with Boomering! We want career thrill-seekers who are committed to growth as much as we are.
Website: www. boomering.ph
Career Portal: https://boomering.zohorecruit.com/jobs/Careers
Facebook and LinkedIn: Boomering Inc.; Boomering Careers
Work Set-up: Remote Salary: 70k – 80k
Holiday: US
Responsibilities as a Senior Finance Operations Specialist
• Coordinate Low-Income Housing Tax Credit (LIHTC) application submissions.
• Support equity, construction and permanent loan closings.
• Coordinate Know Your Customer (KYC), due diligence requirements and secure portal submissions.
• Track project milestones from construction financing through permanent loan conversion.
• Monitor cost certification, IRS Form 8609 processes and ongoing financing compliance requirements.
• Maintain financing calendars, project trackers and supporting documentation.
• Build, maintain and continuously improve Excel-based trackers, reports and workflow tools.
• Develop, maintain and enhance Standard Operating Procedures (SOPs) for recurring finance processes.
• Maintain financial compliance checklists and ensure critical deadlines are consistently achieved.
• Coordinate with internal teams, lenders, investors and external stakeholders to keep projects progressing smoothly.
• Maintain financial records, digital document repositories and project data rooms.
• Interpret financial and legal documentation and convert information into actionable tasks, summaries and database updates.
• Collect, organise and analyse financial and property performance data.
• Support budgeting, reporting, financial analysis and performance dashboards.
• Monitor key financial and operational milestones across multiple active projects.
• Take ownership of assigned workflows, delivering accurate outcomes independently rather than simply coordinating activities.
• Identify opportunities to improve finance processes, systems and operational efficiencies across the business.
Qualifications as a Senior Finance Operations Specialist
• Bachelor's Degree in Accounting, Finance, Business or a related is strongly preferred.
• Minimum of 2 years' proven experience in Accounting, Finance, Real Estate Finance or a similar financial operations role.
• Advanced Microsoft Excel skills are essential, including XLOOKUP, SUMIFS and the ability to confidently work with complex spreadsheets and large datasets. Successful candidates will complete an Excel assessment as part of the recruitment process.
• Outstanding task management skills with the ability to confidently manage multiple deadlines, projects, files and trackers without compromising accuracy.
• Exceptional attention to detail and the ability to consistently produce high-quality work.
• Clear, proactive communication skills with the confidence to ask questions, provide regular updates and raise potential issues early.
• Strong analytical thinking and problem-solving ability.
• Demonstrated ability to quickly learn new systems, concepts and business processes.
• Experience creating reports, trackers and operational documentation.
• Ability to develop, document and continuously improve Standard Operating Procedures
• Experience interpreting financial and legal documentation.
• Proficiency in Microsoft Office applications.
• Experience with Yardi, QuickBooks, Smartsheet or Monday.com is advantageous.
• Experience using AI productivity tools such as Microsoft Copilot or Claude is desirable.
• Experience within affordable housing, LIHTC or real estate development is beneficial but not essential. Full training will be provided for the right candidate.
• A proactive mindset with a genuine desire to continuously learn, improve and build a long-term career.
Your love for Boomering will jump-start with these meaningful engagement activities and perks. Using the concepts and tools of EOS (Entrepreneurial Operating System), Boomering provides a fun, rewarding and stimulating environment where work-life balance meets a commitment to foster growth.
• Genuinely caring Leadership Team
• Competitive salary package
• Company-provided full set-up for desktop/laptop with a back-up internet
• Free pre-employment Medical Assessment (T&C apply)
• HMO on the first day of hire
• 15 Vacation Leaves and 5 Sick Leaves
• Annual Performance Reviews
• Unlimited Employee Referral Incentives
• Employee Loan Facilities
• Social Clubs and Interest Workshops
• Company events where you get a chance to win amazing prizes and be rewarded for your outstanding performance.
• Statutory Benefits: Maternity, Paternity and Solo Parent Leaves, Magna Carta for Women, Retirement Benefits, OT, and Premium Pays
About Boomering:
Boomering is an ISO-certified, leading BPO company in Clark Freeport Zone, Pampanga.
Our mission to Enrich Client and Staff Lives through Simple and Smart Offshoring Solutions and our S.T.E.P. Core Values (Service, Transparency, Excellence and Partnership) are the framers of our continuing success.
Providing equal opportunities and collaborative culture of excellence, Boomering is not just your average BPO. We are here to make a difference.
Future-proof your career and pursue your passion with Boomering! We want career thrill-seekers who are committed to growth as much as we are.
Website: www. boomering.ph
Career Portal: https://boomering.zohorecruit.com/jobs/Careers
Facebook and LinkedIn: Boomering Inc.; Boomering Careers
This is a remote position.
Skills Required
- Minimum of 2 years proven experience in Accounting, Finance, Real Estate Finance or similar financial operations role
- Advanced Microsoft Excel skills including XLOOKUP and SUMIFS and ability to work with complex spreadsheets and large datasets
- Complete an Excel assessment as part of the recruitment process
- Outstanding task management skills and ability to manage multiple deadlines, projects, files and trackers without compromising accuracy
- Exceptional attention to detail and consistently produce high-quality work
- Clear, proactive communication skills with confidence to ask questions and provide regular updates
- Strong analytical thinking and problem-solving ability
- Demonstrated ability to quickly learn new systems, concepts and business processes
- Experience creating reports, trackers and operational documentation
- Ability to develop, document and continuously improve Standard Operating Procedures (SOPs)
- Experience interpreting financial and legal documentation
- Proficiency in Microsoft Office applications
- Bachelor's Degree in Accounting, Finance, Business or related field
- Experience with Yardi, QuickBooks, Smartsheet or Monday.com
- Experience using AI productivity tools such as Microsoft Copilot or Claude
- Experience within affordable housing, LIHTC or real estate development
- Ability to take ownership of workflows and deliver accurate outcomes independently
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The Company
What We Do
Boomering Inc. is a Business Process Offshoring company that provides specialized offshoring solutions and expert guidance for seamless offshore operations, helping businesses achieve global competitiveness and reduce costs.
