[Remote] Finance Manager - Brokerage & Revenue Operations
Note: The job is a remote job and is open to candidates in USA. Ratehub.ca is a unique Canadian Fintech company focused on helping consumers make better financial choices. They are seeking a Finance Manager to manage operational accounting and financial reporting for their brokerage businesses, ensuring reliable financial outputs and efficient processes.
Responsibilities
- Own the monthly, quarterly, and annual close process for our brokerage operations within our CRM and subledgers
- Own the process of extracting, validating, and reconciling operational data from our CRM and other source systems into reliable financial outputs
- Identify and resolve data discrepancies between operational systems and financial records; work cross-functionally with sales and operations teams to address root causes
- Build and maintain management reporting that connects operational metrics to financial performance — revenue by carrier, by product, by channel
- Track KPIs that give business unit leads visibility into the drivers of their financial results
- Identify and implement tools and workflows that drive efficiency in revenue recognition, month-end close, and KPI reporting. Leverage automations to ensure accurate and timely 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
- Assist with the annual budget and quarterly forecast processes for the Mortgage and Insurance BUs
- Assist with the pricing analysis and modeling for the brokerages, including rate competitiveness, margin optimization, and industry specific economics
- Lead, mentor, and develop a team of financial analysts
- Model the right culture — hands-on when needed, strategic when it counts
Skills
- 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 - you understand how commission-based revenue works and how deals flow through a CRM into financial records. Demonstrated experience building and refining processes and systems. Mortgage industry experience a HUGE plus!
- Hands-on experience working with Salesforce — understanding how to extract, interpret, and connect CRM data to financial reporting and revenue analysis
- Demonstrated ability to operate as a finance business partner to operational leaders, not just a reporting function
- Executed on system implementations and process automations to create efficiencies within the finance function
- Strong financial modeling skills with the ability to translate complex data into clear executive-level narratives
- 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
- CPA designation strongly preferred
Benefits
- Competitive salary: We know it’s expensive to live/work in Canada
- Remote-first organization: we love opportunities to get together as a team, but for the most part we offer our employees the flexibility to work anywhere in Canada
- Flexible hours: Enjoy a couple more hours of sleep in the morning, if you want
- Benefits: Health is wealth! A benefits package with no employee contribution required
- Perks: RRSP matching program, individual training allowance, fun team socials (remote AND in-person) and more!
Company Overview