About the role
Who you are
- The ideal candidate is someone that is data driven and has experience working with high volume of transactions
- 1-3 years of relevant experience to the opportunity
- 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 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
What the job involves
- 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
- This is a great opportunity for a resourceful and self-motivated individual to join a company in its growth phase
- 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
- Other ad-hoc tasks / projects as assigned by finance leadership
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About the role
Who you are
- The ideal candidate is someone that is data driven and has experience working with high volume of transactions
- 1-3 years of relevant experience to the opportunity
- 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 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
What the job involves
- 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
- This is a great opportunity for a resourceful and self-motivated individual to join a company in its growth phase
- 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
- Other ad-hoc tasks / projects as assigned by finance leadership