Mortgage Insurance Financial Analyst (Canada)

Mortgage Insurance Financial Analyst (Canada)

02 Nov
|
Ratehub
|
Canada

02 Nov

Ratehub

Canada

Build financial insight across Ratehub’s mortgage and insurance businesses through transaction reconciliation, revenue analysis, and detailed reporting. Work predominantly remotely from downtown Toronto with finance leadership.

This Junior Financial Analyst role reports to the Senior Financial Analyst within Ratehub’s Finance department. You will learn both mortgage and insurance operations while managing high-volume transaction information. The position requires robust Excel or Google Sheets skills, careful financial record maintenance, and effective communication with agents and stakeholders.

Key Responsibilities:

- Reconcile revenues, costs, and commissions for transactions
- Respond to agent questions about transaction revenue breakdowns
- Verify accounting journals, ledgers,



and financial records
- Ensure transactional accuracy of costs and revenues in Salesforce
- Complete ad hoc finance tasks and assigned projects

Requirements:

- One to three years of relevant experience
- Relevant post-secondary education preferred
- Knowledge of VLOOKUPs, INDEX MATCH, and pivot tables
- CRM experience, including Salesforce, is a bonus
- Excellent verbal and written communication skills

Apply financial analysis, transaction reconciliation, and Salesforce knowledge while supporting Ratehub’s mortgage and insurance finance operations.

📌 Mortgage Insurance Financial Analyst (Canada)
🏢 Ratehub
📍 Canada

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