Junior Financial Analyst, RateHub
$50-65k
Financial services comparison platform
Be an early applicant
Financial services comparison platform
101-200 employees
Be an early applicant
$50-65k
101-200 employees
Company mission
To help Canadians make better financial decisions.
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
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)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.
Salary benchmarks
We don't have enough data yet to provide salary benchmarks for this role.
Submit your salary to help other candidates with crowdsourced salary estimates.
Share this job