Financial Analyst, RateHub

$55-68k

Excel

Google Sheets

Salesforce

Slack

Entry and Junior level

Toronto

Office located in Downtown Toronto, ON

Financial services comparison platform

Job no longer available

Financial services comparison platform

101-200 employees

FintechB2CBankingMarketplacePersonal financeInsuranceMortgagesInvestingCredit cards

Job no longer available

$55-68k

Excel

Google Sheets

Salesforce

Slack

Entry and Junior level

Toronto

Office located in Downtown Toronto, ON

101-200 employees

FintechB2CBankingMarketplacePersonal financeInsuranceMortgagesInvestingCredit cards

Company mission

To help Canadians make better financial decisions.

Job

Company

Role

Who you are

The ideal candidate is someone that is data driven and has experience working with high volume of transactions
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 Financial Analyst to join our growing team in downtown Toronto (predominantly remote)
The 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

Glassdoor (4.5)

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.

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