Senior Financial Analyst (Corporate FP&A)

Neo Financial Technologies Inc.; Calgary; On-site; CAD 60,000 - 100,000; Full time

Job summary

An innovative fintech startup is seeking a Financial Analyst to join its dynamic Calgary team. This role is pivotal in shaping the future of financial services, focusing on strategic growth and overcoming challenges. Ideal candidates will have a strong analytical background, effective communication skills, and a passion for driving results in a fast-paced environment. Join a team that values ownership, collaboration, and a commitment to customer success, where your contributions will directly impact the company's trajectory. If you're ready to make a meaningful difference, this opportunity is for you.

Benefits

Equity through Stock Options

Inclusive Work Environment

Collaborative Team Culture

Qualifications

• 2 years of experience in an analytical role, preferably in FP&A or investment banking.
• Strong analytical and organizational skills with attention to detail.

Responsibilities

• Collaborate with teams to maintain cash flow projections and forecasting models.
• Provide insights into performance versus forecast and assess risks.

Skills

Analytical Skills

Organizational Skills

Effective Communication

Attention to Detail

Business Acumen

Education

University Degree in Business

University Degree in Finance

University Degree in Accounting

Tools

Excel

Job description

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

Neo Financial seeks a full-time Financial Analyst to join our Calgary, AB team. Our finance team transcends traditional number crunching, focusing on strategic growth, overcoming business obstacles, and shaping the future of fintech. Join us in innovating transformative products and technologies alongside Canada’s top business leaders and tech innovators. This is your opportunity to make a significant impact

What you'll be doing:

• Be an active member of the Corporate Planning & Finance team, collaborating with the business teams to update and maintain enterprise level cash flow projections and Neo’s Corporate forecasting models
• Provide insights into actual performance versus forecast while assessing risks and opportunities
• Support business case and scenario analysis development
• Manage working relationships and communicate with internal business partners on an ongoing basis
• Adhoc analysis as needed across a variety of Neo products both current and in the pipeline

Who we are looking for:

• A university degree in Business, Finance or Accounting, with 2 years of work experience in an analytical role, with preference given towards FP&A, Big 4 or investment banking
• Strong analytical, and organizational skills, paired with a keen attention to detail and strong business acumen
• Effective communication and prioritization skills to articulate analysis and manage various stakeholder requests
• Comfortable working with autonomy and ownership in a fast-paced environment, taking initiative to resolve issues
• Experience building or working with excel based pro forma financial models
• Experience in the financial services industry would be considered an asset

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.