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Finance Assistant

Ratehub Inc is looking for a finance assistant who is data driven and has experience working with a sophisticated CRM. This is a great opportunity for a resourceful and self-motivated individual to join a company in its growing phase.

We love helping Canadians save money by empowering them with the tools to make smart financial decisions. We believe in financial transparency, product innovation, entrepreneurship and community. That’s our Modus Operandi. Keep reading and apply, if it’s yours.


  • Bachelor’s degree in any field
  • In-depth experience/knowledge of Salesforce
  • Proficient in MS Excel (v-lookup, index and match functions, pivot tables, etc)
  • Understands data and has ability to analyze processes and optimize those
  • Attention to detail, values accuracy, high organizational skills
  • Comfortable in using team collaboration tools such as Google Drive and Dropbox
  • Excellent verbal and written communication skill
  • Project Manager: You take ownership of anything that is assigned to you
  • Analytical: You can breakdown complex information
  • 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


  • Maintain a system to track, reconcile and report data for mortgage transaction revenue, cost and commission.
  • Revenue:
    • Ensure accuracy of revenue in Salesforce for each transaction.
    • Identify revenue discrepancies and escalate for investigation.
  • Cost:
    • Ensure accuracy of cost in Salesforce for each transaction.
    • Verify transaction expense requests from the sales team, submit for approval.
  • Respond to agents’ questions regarding mortgage transaction revenue or cost.
  • Update company performance scorecards based on data from various systems.
  • Other ad-hoc projects from accounting department and management.



·Be part of a high-performing team and company on the verge of explosive growth.

·Beautiful office space in downtown Toronto.

·Competitive compensation package consisting of salary, 3 weeks paid vacation, and health benefits.


Ratehub welcomes and encourages applications from people with disabilities. Accommodations are available upon request for candidates taking part in all aspects of the selection process.

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