[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.ResponsibilitiesOwn the monthly, quarterly, and annual close process for our brokerage operations within our CRM and subledgersOwn the process of extracting, validating, and reconciling operational data from our CRM and other source systems into reliable financial outputsIdentify and resolve data discrepancies between operational systems and financial records; work cross-functionally with sales and operations teams to address root causesBuild and maintain management reporting that connects operational metrics to financial performance — revenue by carrier, by product, by channelTrack KPIs that give business unit leads visibility into the drivers of their financial resultsIdentify and implement tools and workflows that drive efficiency in revenue recognition, month-end close, and KPI reporting. Leverage automations to ensure accurate and timely reportingBuild systems and processes that reduce manual effort and increase accuracy and speed across the finance functionLeverage Salesforce and other platforms to connect operational and financial data for more effective reporting and analysisAssist with the annual budget and quarterly forecast processes for the Mortgage and Insurance BUsAssist with the pricing analysis and modeling for the brokerages, including rate competitiveness, margin optimization, and industry specific economicsLead, mentor, and develop a team of financial analystsModel the right culture — hands-on when needed, strategic when it countsSkills5+ years of overall finance and accounting experience required, with time already spent as a manager within a Finance/Accounting functionFinancial 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 analysisDemonstrated ability to operate as a finance business partner to operational leaders, not just a reporting functionExecuted on system implementations and process automations to create efficiencies within the finance functionStrong financial modeling skills with the ability to translate complex data into clear executive-level narrativesExcellent Google Sheets/Excel skillsThe 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 youYou can zoom out to lead and zoom in to execute — switching between ground-level detail and big-picture strategy without losing altitude on eitherPrior people leadership experience — you know how to develop analysts and build a teamCPA designation strongly preferredBenefitsCompetitive salary: We know it’s expensive to live/work in CanadaRemote-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 CanadaFlexible hours: Enjoy a couple more hours of sleep in the morning, if you wantBenefits: Health is wealth! A benefits package with no employee contribution requiredPerks: RRSP matching program, individual training allowance, fun team socials (remote AND in-person) and more!Company OverviewRateHub.ca is a finance platform that allows users to compare mortgage, insurance, and credit card rates. It was founded in 2010, and is headquartered in Toronto, Ontario, CAN, with a workforce of 51-200 employees. Its website is http://www.ratehub.ca.