Finance Manager, RateHub
$100-145k
Financial services comparison platform
Be an early applicant
Financial services comparison platform
101-200 employees
Be an early applicant
$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 with demonstrated experience building and refining processes and systems. Mortgage industry experience a HUGE plus!
- CPA designation strongly preferred
- Demonstrated ability to operate as a finance business partner to operational leaders, not just a reporting function
- 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
- 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
- This is not a traditional Finance Manager role. We are looking for someone who wants to be the CFO of a business — owning the full financial and operational picture of one of Ratehub’s business verticals - Mortgages.
- You will report to the VP, Finance & Operations (interim reporting directly to the CEO) and work side by side with the Business Unit Leader, serving as their strategic finance partner across every dimension of the business: pricing, marketing ROI, accounting, planning, and performance reporting
- Accounting & Controls
- Own the monthly, quarterly, and annual close process end-to-end, including review of journal entries and accruals
- Maintain and enforce the close calendar; coordinate deliverables across internal teams to meet deadlines
- Prepare and review balance sheet reconciliations monthly; ensure all accounts are substantiated and variances explained
- Prepare financial statements in accordance with IFRS, including notes and supporting schedules
- Liaise with external auditors during year-end audit
- Document accounting policies and procedures; ensure team adherence and consistency across reporting periods
- Support external and internal audits by maintaining audit-ready documentation and clear working paper trails
- Process Transformation & Automation
- Identify and implement tools and workflows that drive efficiency in revenue recognition, month-end close, and KPI 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
- Strategy & Business Partnership
- Serve as the embedded finance leader for the Mortgage Business Unit, partnering daily with the Business Unit Leader on operational and strategic decisions
- Own the financial narrative for the BU — translating numbers into insights that drive action across pricing, marketing, and growth initiatives
- Prepare monthly BU performance reporting for the CEO, Board, and Investors
- Contribute to quarterly board decks and investor updates with clear, compelling financial storytelling
- Financial Planning & Analysis
- Own the annual budget and quarterly forecast processes for the Mortgage BU
- Build and maintain dynamic financial models that support scenario planning and executive decision-making
- Lead pricing analysis and modeling for the BU, including rate competitiveness, margin optimization, and industry specific economics
- Track performance against BU targets, flagging risks and opportunities for optimization
- Team Leadership
- Lead, mentor, and develop a team of financial analysts
- Build a high-performance finance function within the Mortgage BU that scales with the business
- 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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