Sr. Analyst, Portfolio Management

FundThrough is looking for a highly skilled and motivated Senior Analyst to join our dynamic Portfolio Management team. The successful candidate will play a pivotal role in monitoring and analyzing the performance of our accounts, ensuring that our portfolio remains robust, compliant, and aligned with company objectives. This position requires a deep understanding of commercial credit, financial analysis, and effective cross-departmental collaboration.

Key Responsibilities:

• Conduct comprehensive reviews of existing client accounts, focusing on key performance metrics such as dilution, overdue balances, and balance growth.
• Perform detailed analysis of clients' Accounts Payable (AP) and Accounts Receivable (AR), bank statements, balance sheets, income statements, and cash flow statements to assess financial health and identify potential risks.
• Evaluate tax and lien risks associated with client accounts and conduct thorough reviews of invoice verification to ensure accuracy, strength, and compliance.
• Collaborate effectively with Client Services, Risk, and other departments to ensure a holistic approach to portfolio management and client satisfaction. Participate in client calls to discuss financial performance and provide actionable recommendations.
• Prepare and present well-structured reports and recommendations, even in situations with incomplete information, to support timely and strategic decision-making.
• Evaluate and approve account reviews within delegated authority limits, or escalate recommendations for accounts exceeding authority thresholds, ensuring alignment with the company's risk appetite.

Qualifications:

• Bachelor’s degree in Finance, Accounting, Business, or a related field; an MBA or equivalent advanced degree is a plus.
• A minimum of 5 years of experience in portfolio management, credit analysis, or a closely related role.
• Strong analytical skills with demonstrated experience in reviewing financial statements, bank statements, and performance metrics.
• Excellent communication skills, both written and verbal, with a proven ability to convey complex information clearly and concisely to a variety of stakeholders.
• Proven ability to manage multiple priorities and meet deadlines in a fast-paced environment.
• Strong attention to detail and exceptional problem-solving abilities.
• Ability to work both independently and as part of a team, with a proactive and solution-oriented mindset.

• Opportunity to leave your mark on a growing startup
• An incredibly diverse team of brilliant minds from all over the world
• Competitive compensation, including stock options
• Health benefits
• Family-friendly policies
• Flexible work-from-home policy
• A fully stocked kitchen, birthday treats, and a lunch of your choice every week (one of our values is Fun & Food!)

We understand that Covid has shifted the way we work. Our Downtown Toronto office is open and we encourage FundThrough’ers based within the GTA to use it. Preference for this role is for it to be hybrid within the GTA, but we are also open to considering fully remote candidates based on experience.

Please note that due to the sensitive nature of the work we do, clearing a criminal record check is a condition of employment.

FundThrough encourages applications from candidates with differing abilities. Please let us know if you require accommodation at any stage in the selection process.