Senior Associate, FP&A

Overview

Join us to build a more rewarding financial future for all Canadians. At Neo, we’re on a mission to build a more rewarding financial future for all Canadians. Since its founding in 2019, Neo has gained traction as one of the fastest-growing fintech companies in Canada.

The Role

We are seeking a highly motivated and analytical Senior Associate, Financial Planning & Analysis (FP&A) to join our Finance team. Reporting to the Senior Manager, FP&A, this individual will play a critical role in supporting the company s financial planning, forecasting, and performance analysis activities. This is an opportunity for a detail-oriented professional who thrives in a fast-paced, high-growth environment and brings a strong financial acumen and a passion for the Fin Tech space to contribute to our strategic decision-making and continued success.

Financial Planning & Analysis

• Support the corporate cash flow planning processes by collaborating with various department heads to develop comprehensive financial plans.
• Prepare detailed financial forecasts (monthly, quarterly, rolling), analyzing variances to forecasts, and providing insightful commentary on key drivers.
• Develop and maintain complex financial models to support strategic initiatives, scenario planning, and business case development.
• Conduct in-depth analysis of financial performance, identifying trends, risks, and opportunities.

Business Partnership

• Partner with business leaders across Neo to provide financial guidance, analytical support and drive financial accountability.
• Support strategic decision making by providing financial analysis and modelling for new potential business opportunities.
• Proactively identify areas for process improvement and efficiency within the finance function.
• Reporting & Insights

• Prepare presentations, insights and make recommendations to the Senior Leadership Team to guide strategic decision making.
• Develop dashboards and key performance indicators (KPIs) to track business performance and provide actionable insights.
• Clearly articulate financial results and provide recommendations to drive operational efficiency and achieve financial targets.

• Education: A university degree in Business, Finance or Accounting. CFA, CPA, or MBA is a plus
• Experience: 3-5 years of work experience in an analytical role, with preference given towards prior experience in investment banking or FP&A
• Financial Modeling: Expert-level proficiency in financial modeling, including knowledge and application of industry-standard best practices as it relates to financial model structure & formatting, and experience with advanced Excel skills (e.g., pivot tables, VLOOKUPs, sumifs, array formulas)
• Analytical
  
  Skills:
  
  Strong analytical and problem-solving skills with the ability to interpret complex data and translate it into actionable insights
• Communication: Excellent written and verbal communication skills, with the ability to present complex financial information clearly and concisely to non-finance stakeholders
• Attention to Detail: Meticulous attention to detail and a high level of accuracy in all financial work
• Proactiveness: Self-starter with the ability to work independently and collaboratively in a fast-paced, dynamic environment
• Fin Tech Interest: A genuine interest in the Fin Tech industry and an understanding of its unique financial drivers and challenges

Bonus points if you have

• Experience with SQL or other data querying languages
• Familiarity with the financial services industry
• Experience in a company that has gone through a significant growth phase

The people who thrive at Neo are resourceful, growth-oriented, and driven to win. We hold ourselves to high standards because we’re on a mission that matters: to build a more rewarding financial future for all Canadians. Our commitment to customer success drives everything we do, from building world-class products to providing exceptional support at every step of their journey. If this resonates with you, keep reading.

We trust, respect, and support each other. This means honest conversations, constructive input, and empowering each other to move fast and think…