Senior Manager, Financial Planning & Analysis

Neo Financial Technologies Inc.; Calgary; On-site; CAD 80,000 - 120,000; Full time

Job summary

An innovative fintech company is seeking a Senior Manager for Financial Planning & Analysis to drive strategic insights and enhance financial processes. This role offers an exciting opportunity to work in a dynamic environment, collaborating with leaders across departments to optimize resource allocation and improve financial performance. The ideal candidate will possess strong analytical skills and a deep understanding of FP&A processes, contributing to the company's growth objectives. Join a team that values ownership, accountability, and a commitment to building a rewarding financial future for all Canadians.

Benefits

Equity through stock options

Flexible work environment

Team-building activities

Health and wellness programs

Qualifications

• 5-10 years of experience in FP&A or corporate finance, preferably in tech.
• Strong understanding of financial modeling and business strategy.

Responsibilities

• Support corporate planning and forecasting processes for financial alignment.
• Conduct monthly financial reporting and variance analysis.

Skills

Financial Planning & Analysis

Financial Modeling

Data Visualization

Stakeholder Management

Analytical Skills

Communication Skills

Education

Bachelor's Degree in Finance or related field

Master's Degree in Finance or related field

Tools

Excel

SQL

Business Intelligence Tools

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 is looking for a results-driven SeniorManager, Financial Planning & Analysis (FP&A) to play a key role in corporate planning, financial forecasting, and performance analysis at Neo. Reporting to the Director of FP&A , you will help drive financial insights that inform strategic decision-making and ensure alignment with the company’s growth objectives. This role is ideal for someone who thrives in a fast-paced, high-growth environment and is passionate about building strong financial processes.

What you'll be doing:

• Support Neo’s corporate planning and forecasting processes, ensuring financial models align with business strategy and performance trends.
• Conduct monthly financial reporting and variance analysis and lead business reviews , identifying key drivers and actionable insights.
• Partner with business leaders across departments to provide financial guidance, assess opportunities, and optimize resource allocation.
• Prepare presentations, insights and make recommendations to the Senior Leadership Team to guide strategic decision making.
• Assist in the development and automation of FP&A processes , enhancing efficiency and accuracy in forecasting, budgeting, and reporting.
• Develop and maintain KPIs and dashboards to track financial performance and business health.
• Support capital deployment and investment analysis , helping to drive optimal returns.
• Coach and mentor team members , fostering a strong analytical culture within the finance team.

Who we are looking for:

• 5-10 years of experience in financial planning & analysis, corporate finance, or a related field , preferably in a high-growth or tech-driven environment.
• Strong understanding of FP&A processes, financial modeling, and business strategy .
• Excellent analytical skills with the ability to translate complex financial data into clear and actionable insights .
• Proficiency in financial reporting tools, data visualization, and Excel-based modeling ; experience with SQL and BI tools is a plus.
• Strong communication and stakeholder management skills to collaborate across teams and influence decision-making.

Process-oriented mindset with a keen eye for detail and a passion for improving financial operation

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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