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Junior Financial Analyst

Financial Planning and AnalysisFinancial Planning and AnalysisFull TimeRemoteJuniorTeam 51-200Since 2010H1B No SponsorCompany SiteLinkedIn

Location

Canada

Posted

21 days ago

Salary

$50K - $65K / year

Seniority

Junior

Bachelor Degree1 yr expEnglish

Job Description

Junior Financial Analyst

Ratehub.ca

• 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.

Job Requirements

  • 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

Benefits

  • Health is wealth! A benefits package with no employee contribution required
  • RRSP matching program
  • Individual training allowance
  • Fun team socials (remote AND in-person)

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