Senior Associate, Corporate Development & Commercial Finance

Neo Financial; Calgary; On-site; CAD 80,000 - 100,000; Full time

Job summary

A leading fintech company in Calgary is hiring a Senior Associate for Corporate Development & Commercial Finance. This role focuses on driving financial outcomes and supporting growth initiatives. Candidates should have 3-5 years in corporate finance, strong financial modeling skills, and excellent communication abilities. This is a full-time, on-site position with an ownership mindset through equity options.

Benefits

Equity through stock options

Qualifications

• 3-5 years of progressive corporate finance and/or deal-making experience.
• Demonstrated expertise in building complex financial models from scratch.
• Strong understanding of financial statements and accounting principles.

Responsibilities

• Lead complex financing modelling and analysis efforts.
• Assist in the creation of new funding partner relationships.
• Collaborate with the Treasury function on liquidity planning.

Skills

Financial modeling

Communication

Corporate finance

Education

CFA or relevant professional designation

Job description

Senior Associate, Corporate Development & Commercial Finance

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. Life at a rapidly expanding tech startup isn’t for everyone. It’s complex, fast-paced, high-pressure, but also incredibly fulfilling. Since its founding in 2019, Neo has gained incredible traction and is one of the fastest-growing fintech companies in Canada.

• LinkedIn’s Top Startup in Canada for 2022 and 2023
• Top-ranked mobile apps and credit cards
• Team of 700+ people
• 1M+ customers

The Role

This Senior Associate role is a high-impact position on Neo's Finance team, requiring you to wear multiple hats and drive financial outcomes. You\'ll be responsible for supporting key initiatives that drive growth and financial performance within a fast-paced FinTech.

Your focus will be two-fold: Corporate Development (spanning M&A opportunities, corporate partnerships/Joint Ventures, and strategic initiatives) and Commercial Finance (supporting the capital markets function at both corporate and product levels).

This role will analyze market opportunities, assess the financial viability of potential acquisitions and partnerships, and develop dynamic financial models to support critical business decisions.

What you'll be doing:

Capital Markets & Funding Platform

• Supporting Capital Raising: Lead complex financing modelling, analysis, and execution efforts to support the continued build of a robust funding platform.
• Relationship Management: Assist in the creation of new and the fostering of existing bank and institutional partner relationships to secure funding both at the corporate level and for specific product lines (e.g., credit card receivables, mortgage, new loan products).
• Treasury Support: Collaborate with the Treasury function on liquidity planning, strategic initiatives, risk management, and deal closings.
• Co-Brand Partnerships: Drive the financial analysis and presentation materials in RFP processes to build and expand Neo's co-brand partner network, developing clear financial rationales and projections. Lead the financial modelling, analysis, and business casing for strategic initiatives with existing co-brand and corporate partnerships.
• Mergers & Acquisitions (M&A): Support the end-to-end M&A process, including target identification/screening, due diligence coordination, valuation analysis, transaction structuring, and integration planning.

Who we are looking for:

• 3-5 years of progressive corporate finance and/or deal-making experience.
• Demonstrated expertise in building complex financial models from scratch.
• Strong understanding of financial statements and accounting principles.
• Investment Banking, Private Equity, Consulting, or Big 4 Transaction Advisory experience is a plus.
• Progress towards or completion of a CFA or relevant professional designation is an asset.
• Direct experience within the FinTech, financial services, or technology sectors.
• Familiarity or experience with the Canadian mortgage space (e.g., securitization, NHA MBS) is a plus.
• Excellent communication skills with the ability to articulate complex financial concepts to a non-technical audience.

Working at Neo:

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. As individuals and as a team, we constantly challenge ourselves and each other to do our best work for our customers. Our commitment to customer success drives everything we do, from building intuitive 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 continuous support. You’ll be surrounded by people who push you to be your best. We primarily collaborate in person across our Calgary, Winnipeg, and Toronto offices. As we evolve rapidly, we’re looking for change-makers who thrive on challenge—people who would rather blaze a trail through uncertainty than follow a well-paved path.

All team members have a stake in Neo’s success and earn meaningful equity through stock options. This ownership mindset is at the heart of everything we do — when Neo grows, we all grow. If you’ve heard that Neo employees work hard, it’s true. We hold ourselves accountable for delivering on our commitments to our customers, partners, and each other. Working at Neo means taking ownership of your work and driving results, knowing that your contributions directly impact the company’s success.

Apply with us:

We believe in equal opportunity and are committed to creating an inclusive climate where everyone can thrive. Customers trust us with their finances, so successful candidates for this position will be required to undergo a security screening, including a criminal records check and a credit check.

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