Financial Analyst

Clearco

Category
Team Canada
Location
Remote in Canada
Job Function
Finance
Seniority
Junior
Remote in Canada | Finance | Junior

What your day-to-day will look like:

– Conducting specific reviews of Clearco Advances to assess individual Advance performance and seek to identify any areas for improvement

– Undertaking financial statement analysis and evaluating the financial health of existing and prospective customers through the analysis of key metrics and effectively communicating findings to key stakeholders

– Assisting in new initiatives, process design, and product offerings in the organization

– Maintaining expert knowledge of and adhering to Clearco’s internal financial underwriting framework, authorization limits and escalation processes

– Conducting regular analysis of the Clearco portfolio to identify material risk

– Conducting reviews alongside the Clearco Data Science Team to report on quality of adjudication, adherence to the framework and appropriateness of exception decisions

– Ensuring delivery of service is in accordance with Clearco’s service level agreements to both internal and external stakeholders

– Ensuring accurate trending and tracking of performance metrics

– Identifying and escalating any potential issues (i.e. fraud, KYB/KYC, legal documentation et cetera)

– Identifying staff training opportunities and potential skill gaps

You will thrive if you:

– Have recently graduated from an undergraduate or graduate program in Finance, Commerce, Economics, Accounting, and/or other related discipline

– Have 1-2+ years of finance and/or investment related experience; credit experience is a definite asset

– Have knowledge of financial underwriting, credit analysis and investment operations and processes

– Have sound knowledge of general compliance requirements as they relate to credit, underwriting, privacy, know your customer and anti-money launder and counter-terrorism financing, including management control and audit disciplines highly desired

– Express an aptitude and willingness to learn how to leverage CRMs, Data Visualization Tools, eIDV platforms, SQL and other technical languages to achieve key objectives

– Are detail oriented with strong strong analytical and problem-solving skills

– Have excellent communication and interpersonal skills and the ability to work independently or within a team framework

– Have the ability to quickly grasp new concepts and work in a high-performing culture

Apply Now

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