Ratehub.ca

Revenue Operations

• Accounting & Controls: Own the monthly, quarterly, and annual close process for our brokerage operations within our CRM and subledgers
• Operational Data & Reporting: 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
• Process Transformation & Automation: 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
• Financial Planning & 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
• Team Leadership: Lead, mentor, and develop a team of financial analysts; Model the right culture — hands-on when needed, strategic when it counts

Finance Manager – Brokerage, Revenue Operations

Data Engineer

• Assist the engineering team in the migration of data assets from Amazon Redshift to Snowflake, ensuring data integrity and performance.
• Work closely with lead engineers to provision and configure the Insurance BU data infrastructure.
• Build and maintain data pipelines using Airflow and dbt.
• Help create clean, modular, and maintainable code by refactoring complex queries into streamlined transformation layers.
• Partner with both engineering and business teams to understand requirements and deliver data solutions.

Data Engineer Intern – 8 month contract

Analytics Engineer

• Play a key role in the transition from Looker to Power BI, recreating essential dashboards and ensuring reporting accuracy across platforms.
• Perform data validation between Looker and Power BI to ensure that metrics, logic, and filters remain consistent and accurate.
• Assist in developing and maintaining dbt tests (schema and data tests) to catch upstream data quality issues before they reach the reporting layer.
• Provide ad-hoc support for existing dashboards, troubleshooting data discrepancies and fulfilling custom visualization requests.
• Build clean, documented data models and optimize SQL queries to improve dashboard performance and reduce refresh times.

Analytics Engineer Intern – 8 month contract

Insurance

• Converting online leads into closed insurance policies
• Engaging with clients to determine their needs and provide expert advice to ensure the best coverage for them
• Building rapport with new clients and strengthen existing relationships to establish a thriving trust-based client network
• Providing excellent customer experience to our clients
• Exhibiting a continued focus on service excellence
• Staying current with the latest industry knowledge, competition, and market trends
• Other responsibilities as assigned

Life Insurance Agent

Financial Planning and Analysis

• Own the monthly, quarterly, and annual close process end-to-end, including review of journal entries and accruals
• Maintain and enforce the close calendar
• Prepare financial statements in accordance with IFRS, including notes and supporting schedules
• Serve as the embedded finance leader for the Mortgage Business Unit
• Own the financial narrative for the BU
• Prepare monthly BU performance reporting for the CEO, Board, and Investors
• Own the annual budget and quarterly forecast processes for the Mortgage BU
• Build and maintain dynamic financial models that support scenario planning and executive decision-making
• Lead, mentor, and develop a team of financial analysts

Finance Manager

• Lead the design and deployment of the Insurance BU data infrastructure.
• Build and deploy pipelines to automate manual financial tasks, including the ingestion and transformation of unstructured data (PDFs, XLS, etc.) to streamline billing and reconciliation.
• You will be responsible for creating clean, modular, and easily maintainable data pipelines by transforming complex structured code and convoluted queries.
• Proactively drive technical decisions by demonstrating an aptitude for understanding business goals.
• Collaborate with engineering and business teams to deliver solutions offering real business value.