At a Glance
- Tasks: Analyze financial data and reconcile transactions in mortgage and insurance sectors.
- Company: Join Ratehub, a leading player in the finance industry with a remote-friendly culture.
- Benefits: Work remotely, gain valuable experience, and enjoy a supportive team environment.
- Other info: Great opportunity for growth and learning in a dynamic finance team.
- Why this job: Kickstart your finance career while making a real impact on mortgage and insurance operations.
- Qualifications: 1-3 years of experience and strong Excel skills are preferred.
The predicted salary is between 41850 - 51150 $ per year.
Build financial insight across Ratehub's mortgage and insurance businesses through transaction reconciliation, revenue analysis, and detailed reporting.
Work predominantly remotely from downtown Toronto with finance leadership.
This Junior Financial Analyst role reports to the Senior Financial Analyst within Ratehub's Finance department.
You will learn both mortgage and insurance operations while managing high-volume transaction information.
The position requires strong Excel or Google Sheets skills, careful financial record maintenance, and effective communication with agents and stakeholders.
Key Responsibilities
- Reconcile revenues, costs, and commissions for transactions
- Respond to agent questions about transaction revenue breakdowns
- Verify accounting journals, ledgers, and financial records
- Ensure transactional accuracy of costs and revenues in Salesforce
- Complete ad hoc finance tasks and assigned projects
Requirements
- One to three years of relevant experience
- Relevant post-secondary education preferred
- Knowledge of VLOOKUPs, INDEX MATCH, and pivot tables
- CRM experience, including Salesforce, is a bonus
- Excellent verbal and written communication skills
Apply financial analysis, transaction reconciliation, and Salesforce knowledge while supporting Ratehub's mortgage and insurance finance operations.
Mortgage Insurance Financial Analyst in Toronto employer: RateHub
At Ratehub, we pride ourselves on being an exceptional employer that fosters a collaborative and innovative work culture. As a Senior Product Manager, you'll enjoy the flexibility of a remote role while working alongside passionate professionals dedicated to transforming personal finance for Canadians. We offer ample opportunities for professional growth, competitive benefits, and a commitment to creating outstanding customer experiences in the dynamic fintech landscape.
