Junior Financial Analyst

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

Attention to detail, values accuracy, high organizational skills

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!

This job posting is for a currently open vacancy.

AI technology is not used in the screening and assessment process of our recruitment.

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.

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.