Finance Partner advising University of Alberta leaders on strategic financial planning, budgeting, reporting, and risk management. Supporting faculties and service units through financial analysis and process improvements.
About the role
- Credit Investment Analyst analyzing and managing Float’s credit portfolio. Supporting Canada’s fintech financial operating system through due diligence, monitoring, and risk insights.
Responsibilities
- Conduct thorough and efficient analyses of business fundamentals and financial performance for potential and existing credit investments
- Monitor Float’s credit portfolio, track account behaviour, and identify signs of potential credit deterioration
- Conduct periodic financial reviews of existing clients, analyzing business fundamentals, financial health, and repayment capacity
- Assess credit exposures relative to limits, recommend adjustments, and escalate concerns to the Credit Committee
- Collaborate with clients to gather updated financial information and address inquiries
- Support continuous improvement of Float’s credit monitoring framework, risk policies, and portfolio management practices
- Participate in due diligence calls with CFOs, CEOs, VPs of Finance, and Controllers
- Partner with Sales & Marketing and Customer Success teams to relay feedback on valuable opportunities
- Use portfolio performance data to derive insights for growing and shaping the portfolio
- Help build Float’s corporate card and spend management platform for Canadian businesses
Requirements
- 2+ years of accounting, transaction advisory, consulting, corporate or investment banking, or other similar experience
- Bachelor’s degree ideally, though it is not required
- Love of investing
- Ability to analyze business fundamentals and financial performance
- Ability to monitor credit portfolio performance and identify potential credit deterioration
- Ability to assess credit exposures relative to limits and recommend adjustments
- Strong relationship-building and collaborative approach with prospects and clients
- Critical thinking and ability to validate or disprove investment hypotheses
- Thoroughness and meticulousness in calculations and due diligence
- Commercial focus and understanding of the market and business
- Quantitative thinking combined with qualitative judgment
- Data analysis skills to uncover insights and trends
- Familiarity with SQL or similar tools is a plus
- French language skills are a bonus, but not required
- Ability to work independently in ambiguous, fast-paced situations
- Comfort with cross-functional collaboration
Benefits
- Equity options
- Competitive compensation
- Benefits
- Hybrid work model
- Catered team lunches every Tuesday, Wednesday and Thursday
- Dog-friendly office
- High-autonomy, high-growth role
- Ambitious and supportive team
- High-trust, high-performance culture
- Workplace accommodations during the hiring process or employment
Job title
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Experience level
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Degree requirement
No Education Requirement
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