Credit Investments Analyst
Float
About Float
Float is on a mission to simplify finance for Canadian businesses, empowering them to eliminate complexity and unlock new opportunities. Through our innovative platform, Float enables businesses to streamline spending and optimize cash flow, so they can focus on what matters most: growth. As one of Canada’s fastest growing companies and top-rated startups in 2024 and 2023, Float is customer-obsessed, passionate, and entrepreneurial, with a team that includes leaders from Uber, Shopify, Top Hat, Ritual, Ada, and more.
At Float, everyone is an owner, bringing their unique perspective to our team and product. Your voice is important, and we take having a culture based on feedback seriously. We openly share our thoughts and differing opinions so we can continue to improve. We do our best to keep our decision-making decentralized so that all team members feel ownership in our success.
Our product
Float is Canada’s first finance platform designed to empower businesses with fast, flexible, and accessible financial solutions. Our integrated suite of products—including corporate cards, bill pay, reimbursements, and financial services—rethinks how companies access capital, streamline spending, and manage growth. Backed by world-class investors like Tiger Global, Golden Ventures, and Susa Ventures, we’re disrupting the global B2B finance space—and we’re looking for bold innovators to help shape the future of business finance.
About the Credit Investment Analyst role
We’re looking for an outstanding Analyst to join a team that’s building the best corporate card and finance platform in Canada. In this role, you’ll be responsible for ‘diligencing’, analyzing, and driving the growth of Float’s credit portfolio.
What your week-to-week looks like:
- Conducting thorough, and efficient, analyses of business fundamentals and financial performance for Float’s potential credit investments, ranging from VC backed growth companies to longstanding, profitable Canadian businesses
- Participating in due diligence calls with executives (CFO, CEO, VP Finance and Controller)
- Recommending “go” / “no-go” decisions and appropriate credit limit sizing
- Leading the submission of approval recommendations to our Credit Committee
- Monitoring a portfolio of credit accounts, tracking performance to ensure credit quality, identifying potential risks, and taking proactive measures to manage and minimize portfolio risk
- Providing customer support by handling customer inquiries and resolving issues promptly, ensuring positive customer experience
- Partnering with our Sales & Marketing and Customer Experience teams to relay feedback on what types of opportunities are adding the most value to Float
- Using our portfolio performance data to derive insights on how we can grow and shape the portfolio for optimal impact