Finance & Marketing Analyst

Creditsafe; United States; Remote; USD 60,000 - 80,000; Full time

Job summary

Creditsafe is seeking a Financial Data Analyst to analyze corporate financial reports and provide insights that will aid the marketing team's strategy. The role involves monitoring economic trends and collaborating with executives to prepare for media engagements. Ideal candidates will have a bachelor's degree and substantial experience in financial analysis, along with strong data storytelling and project management skills.

Qualifications

• 3-4 years of experience in financial data analysis (B2B preferred).
• Strong familiarity with financial software and programs.
• Ability to create insights/takeaways from data.

Responsibilities

• Review and analyze corporate financial reports and court documents.
• Create insights reports for marketing campaigns.
• Monitor economic market trends in the US and Canada.

Skills

Strategic thinking

Data storytelling

Time management

Project management

Financial data analysis

Education

Bachelors degree

Tools

Financial software

Job description

Job responsibilities will include:
Review and analyze corporate financial earnings reports, court documents, SEC filings and
Creditsafe business reports to gauge financial strengths and weaknesses of companies
Extract meaningful insights from financial data (i.e. sales, profitability, debt, debt-to-equity ratio, frequency and total value of late payments, DBT, risk score, credit limit, etc.)
Monitor and analyze economic market trends and industry-specific trends in the US and Canada (i.e. retail, wholesale, manufacturing, transportation and warehousing, professional services, media and finance)
Create insights reports for the marketing team that help them incorporate data and insights into marketing campaigns (i.e. emails, research/trend reports, sales presentations, guidebooks, infographics, speaking engagements, videos, etc.)
Provide real-time analysis/insights of companies that may be at risk of bankruptcy and/or have officially filed for bankruptcy
Work closely with Head of Brand for North America to build and launch a new Distress Signal Index for Fortune 100 companies (quarterly)
Work closely with the Head of Brand for North America to prep Creditsafe
spokesperson/executives for media interviews (conducting in-depth research and supporting data)
If/when companies are at high risk of bankruptcy and/or file for bankruptcy, ensure that
relevant data in Creditsafe (i.e. risk score, credit limit, etc.) are appropriately updated.

Required skills:
Bachelors degree
3-4 years of experience in financial data analysis (B2B, preferably)
Strong familiarity and experience using financial software and programs
Strategic thinking
Data storytelling and presentation skills (i.e. creating useful insights/takeaways from data)
Strong time management and project management skills.

Job Assessment Required for Candidates:
Creditsafe will provide a list of 3 companies and ask the candidate to review multiple sources of information, including publicly available financial earnings reports, court documents, SEC filings, media reports and Creditsafe platform
Candidate should put together a recap based on all data that provides meaningful insights on the strengths and weaknesses of the company and offers some insight into their risk of
failure/bankruptcy
Candidate should be prepared to present their recap to the Director of Data and Head of Brand.