Junior Financial Analyst

Ratehub

4d•Remote

About The Position

Ratehub is a unique Canadian Fintech company focused on helping Canadians with all their financial needs, including saving, spending, borrowing, investing, and protecting. The company operates multiple businesses such as mortgage and insurance brokerages, a mortgage origination and servicing business, a Financial Services Marketplace, and content platforms like Ratehub and MoneySense. They aim to provide users with the best online mortgage experience, personalized credit card and loan options, and cheaper insurance policies. The Junior Financial Analyst will be an integral part of the Finance department, reporting to the Senior Financial Analyst. This role offers the opportunity to gain extensive knowledge in both the mortgage and insurance sectors. The ideal candidate is data-driven, experienced with high-volume transactions, resourceful, and self-motivated, joining a company in its growth phase.

Requirements

1-3 years of relevant experience.
Post-secondary education in a relevant field (Accounting, Finance, Business, or Analytics) preferred.
Strong proficiency in MS Excel/Google Sheets (v-lookups, index and match functions, pivot tables, etc) required.
Experience/knowledge of a CRM system (i.e. Salesforce) is a bonus.
Understands data and has the ability to analyze and optimize processes.
Attention to detail, values accuracy, high organizational skills.
Experience in industries involving high volume of transactions (e.g., credit cards, mortgage brokerage, insurance brokerage etc.) would be an asset.
Comfortable in using team collaboration tools such as Slack, Google Drive, and Dropbox.
Excellent verbal and written communication skills.
Resourceful: You may not have all the answers, but you know how to get them.
Proactive: You are never idle and love being busy.
Positive attitude: We have a great culture and want to preserve it.

Responsibilities

Maintain a system to track, reconcile, and report data for mortgage or insurance transactions, including revenues, costs, and commissions.
Maintain tracking and documentation of third-party reporting information in a timely manner.
Identify revenue discrepancies and manage escalation with internal and external stakeholders.
Ensure accuracy of costs and revenues in Salesforce at a transactional-level.
Respond to agents’ questions regarding insurance or mortgage transactions, including breakdowns of revenues or costs.
Monitor, verify, and maintain accounting journals, ledgers, and other financial records.
Support the month-end and year-end close with the preparation and maintenance of working papers.
Perform other ad-hoc tasks and projects as assigned by finance leadership.