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Financial Coordinator job in Vancouver at Rocket Companies

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Financial Coordinator at Rocket Companies

Financial Coordinator

Rocket Companies Vancouver, British Columbia Full Time

Minimum Qualifications

  • Bachelor’s degree in accounting, finance, business, business technology management, or related field

Preferred Qualifications

  • 1 year of experience in a Finance or Accounting role
  • Experience in process improvement, documentation, and/or implementation
  • Proficiency in Workday finance/accounting and procurement modules
  • Proficiency with Adaptive Forecasting Tool
  • Experience with CheckMate
  • Experience in the finance or accounting industry
  • Knowledge of Microsoft Excel

Job Summary

Edison Financial's Financial Coordinator serves as a key player on the Finance Team through documenting, improving, and implementing various operational processes. This team member also performs other financial and operational tasks, such as financial statement analysis and forecasting, to support the team's success.


  • Submit and track Cash Back and Appraisal payments to clients
  • Submit and track referral bonus payments
  • Track Appraisal received from Lenders
  • Perform revenue data entry based on reports sent by lenders, insurance companies, etc.
  • Send revenue transaction detail files to the treasury team
  • Support insurance company payment tracking processes
  • Support the implementation of new processes while improving existing processes
  • Perform weekly Executive Team reporting and updates to the financial forecast
  • Assist team and leader with monthly preparation of financial statements
  • Document processes (accounting, payments, monthly presentations), as needed

Who We Are

Rocket Companies® is a Detroit-based company made up of businesses that provide simple, fast and trusted digital solutions for complex transactions. The name comes from our flagship business, now known as Rocket Mortgage®, which was founded in 1985. Today, we’re a publicly traded company involved in many different industries, including mortgages, fintech, real estate, automotive and more. We’re insistently different in how we look at the world and committed to an inclusive workplace where every voice is heard. And we’re passionate about the work we do, and it shows. We’ve been ranked #5 on Fortune’s list of the 100 Best Companies to Work For in 2021, as well as ranking #1 for Fortune’s Best Large Workplaces in Financial Services and Insurance List in 2021. 


This is an outline of the primary responsibilities of this position. As with everything in life, things change. The tasks and responsibilities can be changed, added to, removed, amended, deleted and modified at any time by the leadership group.

The Company has policies to support applicants with disabilities, including, but not limited to, policies regarding the provision of accommodations that take into account an applicant‘s accessibility needs due to disability. For more information, please call us at (800) 411-JOBS or email us at [ Link removed ] . 


Recommended Skills

  • Accounting Control
  • Adaptability
  • Business Process Improvement
  • Data Entry
  • Finance
  • Financial Forecast
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Job ID: R-068625


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