Senior Manager, Financial Planning & Analysis

Neo Financial; Calgary; On-site; CAD 90,000 - 120,000; Full time

Job summary

A rapidly expanding fintech company in Calgary seeks a Senior Manager for Financial Planning & Analysis to drive insights and support strategic decision-making. Ideal candidates thrive in fast-paced environments and possess strong analytical skills. Join a team committed to building a rewarding financial future for Canadians.

Benefits

Stock Options

Qualifications

• 5-10 years of experience in financial planning & analysis or corporate finance.
• Strong understanding of FP&A processes and financial modeling.

Responsibilities

• Support corporate planning and forecasting processes.
• Conduct monthly financial reporting and variance analysis.
• Prepare presentations and insights for Senior Leadership Team.

Skills

Analytical Skills

Communication

Stakeholder Management

Education

Bachelor's Degree

Tools

Excel

SQL

BI Tools

Job description

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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.

• #1 Fastest Growing Company in Canada for 2024 by Globe & Mail
• Deloitte’s Fast 50 in Canada Winner for 2023 and 2024
• LinkedIn’s Top Startup in Canada for 2022 and 2023
• Top-ranked mobile apps and credit cards
• Team of 700+ people
• 1M+ customers
• 10K+ retail partners
  
  

The Role

Neo is looking for a results-driven Senior Manager, 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.

By continuing with your application, you agree to the Candidate Privacy Notice which guides how we process your personal information for the purpose of your application.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

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