Credit, Risk, & Treasury Analyst

FORTIS Resource Partners; Costa Mesa (CA); On-site; USD 90,000 - 130,000; Full time

Job summary

FORTIS Resource Partners is seeking a Credit, Risk & Treasury Analyst to join its finance team in Costa Mesa, CA. The role offers exposure to commercial credit, corporate risk management, treasury operations, cash flow forecasting, and contract analysis.

The ideal candidate is proactive, detail-oriented, with 4+ years of related experience and strong analytical, communication, and cross-functional collaboration skills. Manufacturing or supply chain exposure is a plus.

Qualifications

• Bachelor's degree in Finance, Business, Economics, or a related field.
• 4+ years of experience in commercial credit, treasury, risk management, or corporate finance.
• Strong knowledge of financial statement analysis, commercial credit, cash management, and working capital.
• Advanced Excel skills and experience with ERP systems such as SAP, Oracle, or similar.
• Familiarity with foreign exchange exposure, financing arrangements, corporate insurance, or contract risk analysis.
• Strong analytical and communication skills; ability to manage competing priorities.
• Experience in technology, electronics manufacturing, supply chain, or international business preferred.
• Mandarin proficiency is a plus.

Responsibilities

• Analyze customer financial statements, assess creditworthiness, establish appropriate credit limits, and provide credit recommendations.
• Monitor customer credit exposure and identify potential risks to support sound business decisions.
• Prepare cash flow forecasts, treasury reports, and financial analyses to support liquidity planning and working capital management.
• Support banking relationships, financing agreements, cash management activities, and treasury operations.
• Monitor foreign exchange exposure and assist with risk mitigation strategies.
• Coordinate corporate insurance programs, including policy renewals, claims, and coverage requirements.
• Collaborate with insurance brokers and internal stakeholders to evaluate coverage needs and support risk mitigation efforts.
• Review customer and supplier contracts to identify financial exposure, payment risks, and other business considerations.
• Partner with Finance, Legal, Procurement, and other departments on contract reviews, negotiations, and risk assessments.
• Support financial planning and cash flow requirements related to manufacturing and supply chain operations.
• Identify opportunities to improve financial processes, working capital efficiency, and risk management practices.

Skills

Credit analysis

Risk assessment

Treasury operations

Financial forecasting

Contract analysis

Attention to detail

Cross-functional collaboration

Education

Bachelor's degree in Finance/Business/Economics

Tools

Microsoft Excel

SAP

Oracle

Job description

Our client, a well-established global company, is seeking a motivated and analytical Credit, Risk & Treasury Analyst to join its finance team. This position offers broad exposure to commercial credit, corporate risk management, treasury operations, cash flow forecasting, and financial contract analysis. The ideal candidate is proactive, detail-oriented, and interested in expanding their expertise across multiple areas of corporate finance.

Responsibilities

• Analyze customer financial statements, assess creditworthiness, establish appropriate credit limits, and provide credit recommendations.


• Monitor customer credit exposure and identify potential risks to support sound business decisions.


• Prepare cash flow forecasts, treasury reports, and financial analyses to support liquidity planning and working capital management.


• Support banking relationships, financing agreements, cash management activities, and treasury operations.


• Monitor foreign exchange exposure and assist with risk mitigation strategies.


• Coordinate corporate insurance programs, including policy renewals, claims, and coverage requirements.


• Collaborate with insurance brokers and internal stakeholders to evaluate coverage needs and support risk mitigation efforts.


• Review customer and supplier contracts to identify financial exposure, payment risks, and other business considerations.


• Partner with Finance, Legal, Procurement, and other departments on contract reviews, negotiations, and risk assessments.


• Support financial planning and cash flow requirements related to manufacturing and supply chain operations.


• Identify opportunities to improve financial processes, working capital efficiency, and risk management practices.

Qualifications

• Bachelor's degree in Finance, Business, Economics, or a related field.


• 4+ years of experience in commercial credit, treasury, risk management, insurance, financial analysis, or corporate finance.


• Strong knowledge of financial statement analysis, commercial credit, cash management, and working capital.


• Advanced Microsoft Excel skills and experience with ERP systems such as SAP, Oracle, or similar platforms.


• Familiarity with foreign exchange exposure, financing arrangements, corporate insurance, or contract risk analysis.


• Strong analytical, problem-solving, communication, and organizational skills.


• Ability to manage competing priorities, work independently, and collaborate effectively across departments.


• Proactive approach with sound business judgment and strong attention to detail.


• Experience in technology, electronics manufacturing, supply chain, or international business is preferred.


• Familiarity with commercial credit platforms or trade finance is a plus.


• Please note: Experience in financial services, banking, or other service-based industries alone would not meet the industry requirements for this position.


• Mandarin proficiency is a plus.

FORTIS Resource Partners provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.