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Finance Manager (Brokerage & Revenue Operations)
Toronto, ON {{REMOTE}}
Senior Level
Full-Time
About the role
- We are looking for a Finance Manager to own the operational accounting and financial reporting backbone of our brokerage businesses
- This role sits at the intersection of finance and operations — you will be the person who understands how deals flow through our CRM, how revenue and cost gets recognized, and how to build the processes that make our numbers reliable and our close efficient
- This is a hands-on role. You will be doing the work, not just overseeing it
- You will also be the person who identifies what is broken and fixes it — building systems, automating manual steps, and creating clarity where there is currently noise
- If you are energized by bringing structure to complexity and take pride in the integrity of financial data, this role is for you
- Accounting & Controls:
- Own the monthly, quarterly, and annual close process for our brokerage operations within our CRM and subledgers
- Operational Data & Reporting:
- Own the process of extracting, validating, and reconciling operational data from our CRM and other source systems into reliable financial outputs
- Identify and resolve data discrepancies between operational systems and financial records; work cross-functionally with sales and operations teams to address root causes
- Build and maintain management reporting that connects operational metrics to financial performance — revenue by carrier, by product, by channel
- Track KPIs that give business unit leads visibility into the drivers of their financial results
- Process Transformation & Automation:
- Identify and implement tools and workflows that drive efficiency in revenue recognition, month-end close, and KPI reporting
- Leverage automations to ensure accurate and timely reporting
- Build systems and processes that reduce manual effort and increase accuracy and speed across the finance function
- Leverage Salesforce and other platforms to connect operational and financial data for more effective reporting and analysis
- Financial Planning & Analysis:
- Assist with the annual budget and quarterly forecast processes for the Mortgage and Insurance BUs
- Assist with the pricing analysis and modeling for the brokerages, including rate competitiveness, margin optimization, and industry specific economics
- Team Leadership:
- Lead, mentor, and develop a team of financial analysts
- Model the right culture — hands-on when needed, strategic when it counts- Demonstrated ability to operate as a finance business partner to operational leaders, not just a reporting function
- 5+ years of overall finance and accounting experience required, with time already spent as a manager within a Finance/Accounting function
- Excellent Google Sheets/Excel skills
- You can zoom out to lead and zoom in to execute — switching between ground-level detail and big-picture strategy without losing altitude on either
- Financial operational experience within industry required - you understand how commission-based revenue works and how deals flow through a CRM into financial records. Demonstrated experience building and refining processes and systems. Mortgage industry experience a HUGE plus!
- Executed on system implementations and process automations to create efficiencies within the finance function
- CPA designation strongly preferred
- Prior people leadership experience — you know how to develop analysts and build a team
- The right attitude for a PE-backed, high-growth environment — you are comfortable with ambiguity, energized by pace, and willing to do the hard work yourself while building the team around you
- Strong financial modeling skills with the ability to translate complex data into clear executive-level narratives
- Hands-on experience working with Salesforce — understanding how to extract, interpret, and connect CRM data to financial reporting and revenue analysis
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