Finance Manager – Brokerage, Revenue Operations

Ratehub.ca

Finance Manager overseeing operational accounting and financial reporting, working with CRM data and building efficient processes. Join a leading Fintech company in Canada.

Posted 5/22/2026full-timeRemote • 🇨🇦 CanadaMid-LevelSenior💰 CA$100,000 - CA$145,000 per yearWebsite

Tech Stack

Tools & technologies

Switching

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

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
CPA designation strongly preferred
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.

Benefits

Comp & perks

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!

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial analysisfinancial modelingdata validationdata reconciliationprocess automationKPI trackingrevenue recognitionbudgetingpricing analysiscommission-based revenue

Soft Skills

team leadershipmentoringstrategic thinkingproblem-solvingadaptabilitycommunicationcollaborationattention to detailexecutive-level narrative translationhands-on execution

Certifications

CPA