Financial Analyst
Anywhere in CanadaFull-Time
Salary55,000 - 68,000 CAD per year
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Job Details
- Required Skills
- SalesforceMicrosoft ExcelGoogle SheetsSlack
Requirements
- Post secondary education in a relevant field (Accounting, Finance, Business or Analytics) preferred
- Strong proficiency in MS Excel/Google Sheets (v-lookups, index and match functions, pivot tables, etc) required
- Experience/knowledge of a CRM system (i.e. Salesforce) is a bonus
- Understands data and has ability to analyze and optimize processes
- Attention to detail, values accuracy, high organizational skills
- Experience in industries involving high volume of transactions (e.g. credit cards, mortgage brokerage, insurance brokerage etc.) would be an asset
- Comfortable in using team collaboration tools such as Slack, Google Drive and Dropbox
- Excellent verbal and written communication skills
Responsibilities
- Maintain a system to track, reconcile and report data for mortgage or insurance transactions including revenues, costs and commissions.
- Maintain tracking and documentation of third-party reporting information in a timely manner.
- Identify revenue discrepancies and manage escalation with internal and external stakeholders.
- Ensure accuracy of costs and revenues in Salesforce at a transactional-level.
- Respond to agents’ questions regarding insurance or mortgage transactions including breakdowns of revenues or costs.
- Monitor, verify, and maintain accounting journals, ledgers, and other financial records.
- Support the month end and year end close with the preparation and maintenance of working papers.
- Other ad-hoc tasks / projects as assigned by finance leadership.
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