Finance Manager, RateHub
Brokerage & Revenue Operations
CA$100-145k
Financial services comparison platform
Be an early applicant
Financial services comparison platform
101-200 employees
Be an early applicant
CA$100-145k
101-200 employees
Company mission
To help Canadians make better financial decisions.
Role
Who you are
- 5+ years of overall finance and accounting experience required, with time already spent as a manager within a Finance/Accounting function
- 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!
- Hands-on experience working with Salesforce — understanding how to extract, interpret, and connect CRM data to financial reporting and revenue analysis
- CPA designation strongly preferred
- Demonstrated ability to operate as a finance business partner to operational leaders, not just a reporting function
- Executed on system implementations and process automations to create efficiencies within the finance function
- Strong financial modeling skills with the ability to translate complex data into clear executive-level narratives
- Excellent Google Sheets/Excel skills
- 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
- 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
- Prior people leadership experience — you know how to develop analysts and build a team
What the job involves
- 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
Our take
Consumer activity has continued to shift from in-person to online in all categories, and RateHub recognised a need to make financial products accessible online, too.
RateHub allows users to compare prices and rates on financial products like mortgages, credit cards and insurance. With more than 2M monthly users, RateHub has launched its own in-house brokerage to aid with its mission to help Canadians make better financial decisions.
Despite FinTech being a busy space, RateHub reached a milestone of closing $10B in funded mortgages in October 2021. Since then, it has received significant investment that will allow it to continue building its momentum and accelerate growth both organically and through acquisitions.
Freddie
Company Specialist at Welcome to the Jungle
Insights
-22% employee growth in 12 months
Company
Funding (last 2 of 3 rounds)
Jan 2018
$12m
SERIES A
Mar 2017
$9.2m
SERIES A
Total funding: $21.7m
Company HQ
Downtown Yonge, Toronto, ON
Leadership
Naga Parvatharajan
(CEO & Board Member)Naga joined Ratehub in 2024 of CEO. They are also the Group GM at SoFi. Previously they were a Senior Advisor at Boston Consulting Group, Co-Head of Product at Goldman Sachs, and a Business Manager at Capital One.
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