Junior Financial Analyst at Ratehub.ca in Remote

Summary: Ratehub.ca is a unique Canadian Fintech on a mission to help consumers make better financial choices. They are seeking a Junior Financial Analyst to join their Finance department, where the candidate will be responsible for tracking and reconciling data for mortgage and insurance transactions, ensuring accuracy in financial records, and supporting month-end and year-end close processes. Responsibilities: - 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 Required Qualifications: - 1 - 3 years of relevant experience to the opportunity - Strong proficiency in MS Excel/Google Sheets (v-lookups, index and match functions, pivot tables, etc) required - Understands data and has ability to analyze and optimize processes - Attention to detail, values accuracy, high organizational skills - 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 Preferred Qualifications: - Post secondary education in a relevant field (Accounting, Finance, Business or Analytics) preferred - Experience/knowledge of a CRM system (i.e. Salesforce) is a bonus - 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 Required Skills: Financial analysis, Mortgage transactions, Insurance transactions, Data analysis, Process optimization, MS Excel, Google Sheets, CRM systems, Salesforce, High volume transaction processing, Resourcefulness Benefits: Health is wealth! A benefits package with no employee contribution required, RRSP matching program, Individual training allowance, Fun team socials (remote AND in-person)