Finance & Marketing Analyst

Job Title: Finance & Marketing Analyst
Location: ,
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:
• Bachelor’s 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.