Junior Finance Analyst - Remote Work

We’re a company on a mission - We are a unique Canadian Fintech that is the one stop shop for all financial needs of the consumer - Save, Spend, Borrow, Invest, and Protect. Every single team member, from product & engineering to sales & marketing, finance, operations, and everything in between is obsessed with one thing; helping Canadians make better financial choices. Via our digital application technology and our award-winning in-house brokerages, we help over 2M Canadians per month make a positive impact on their finances. We have many unique businesses - a mortgage brokerage, a life insurance brokerage, a home and auto insurance brokerage, a mortgage originations and servicing business, a Financial Services Marketplace and a content business across Ratehub and MoneySense. 365 days a year we deliver our users the best online mortgage experience, personalized Credit Card and Loans options, and cheaper life, auto & home insurance policies than they typically get from their existing financial adviser.
We are on the hunt for the right kind of people to join us and help lead us forward to continued growth.
We’re looking for a Junior Financial Analyst to join our growing team in downtown Toronto (predominantly remote). The Junior Financial Analyst is an integral member of Ratehub’s Finance department and reports into the Senior Financial Analyst. The role will see the successful candidate learn a wealth of knowledge in both the mortgage and insurance businesses. The ideal candidate is someone that is data driven and has experience working with high volume of transactions. Maintain a system to track, reconcile and report data for mortgage or insurance transactions including revenues, costs and commissions.
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.
Other ad-hoc tasks / projects as assigned by finance leadership.

Post secondary education in a relevant field (Accounting, Finance, Business or Analytics) pref erred

• 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 ability to analyze and optimize processes
• Experience in industries involving high volume of transactions (e.g. credit cards, mortgage brokerage, insurance brokerage etc.) would be an asset
• We take responsible risks and are accountable for our actions.

We measure what matters, iterate, learn, iterate many times in a data-driven way, which is how we will innovate.
Competitive salary: Remote-first organization: we love opportunities to get together as a team, but for the most part we offer our employees the flexibility to work anywhere in Canada
Flexible hours: Enjoy a couple more hours of sleep in the morning, if you want
Perks: RRSP matching program, individual training allowance, fun team socials (remote AND in-person) and more!
Ratehub welcomes and encourages applications from people with disabilities. Accommodations are available upon request for candidates taking part in all aspects of the selection process.