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 Toronto
🏢 Ratehub
📍 Toronto