Strategic Finance Manager

KOHO; Canada; On-site; CAD 85,000 - 120,000; Full time

Job summary

KOHO is seeking a Strategic Finance Manager to lead financial planning and reporting for their banking products. This remote role requires 5+ years in finance, emphasizing financial modeling and management reporting. Strong candidates will have a CPA or CFA preference and excellent communication skills, enabling them to work cross-functionally. KOHO offers a vibrant culture that values collaboration and creativity, along with competitive benefits and equity for all employees.

Benefits

Wellness Spending Account

Maternity & Parental Leave Top-Up

Training Budget

Equity for Employees

Qualifications

• 5+ years of relevant experience in Finance.
• Self-starter who actively seeks improvement.
• Ability to multitask in dynamic environments.

Responsibilities

• Lead financial planning and reporting for bank and credit products.
• Support budgeting and quarterly forecasting processes.
• Prepare materials for banking license applications.

Skills

Financial Modeling

Financial Planning

Management Reporting

Communication Skills

Analytical Skills

Education

CPA or CFA preferred

Tools

SQL

VBA

Job description

About KOHO

KOHO’s purpose is to empower Canadians to build a great financial foundation with products that are radically transparent and easy to manage. We first launched in 2017, and we have since built a community of over 2 million users. Leading investors around the globe believe in our vision, and we’ve successfully raised over $320M to make our vision a reality.

Discover our culture hereand get the inside scoop from our teamhere!

About the Role

We’re looking for a highly motivated Strategic Finance Manager to join our team for a role to work remotely based in Canada.

Reporting to the Director of Strategic Finance, you’re going to be a part of a team that is the financial heartbeat of everything at KOHO.

The Strategic Finance Manager will lead financial planning and reporting for bank and credit products, support KOHO’s Banking journey, strategic projects and capital raise initiatives to shape KOHO’s future. If you enjoy solving complex financial challenges that do not have well-defined solutions in a high-growth environment, this is the role for you.

What You’ll Do

• You will own, develop and enhance KOHO’s financial models in various platforms (excel, google, FP&A system)

• You will support KOHO’s annual budgeting and quarterly forecasting processes, working with teams across the company to shape the roadmap to ensure KOHO is meeting its financial goals

• You will support monthly and quarterly management reporting, ensuring that the executive team is well informed on all things related to financial performance and cash position of the company

• You will support the Head of Banking in all analytics and materials preparation related to KOHO’s banking license application and ICAAP

• You will support the Director of Strategic Finance, CFO, and CEO in all aspects of equity and debt capital raising, corporate valuation, and investor relations

• You will support special projects, including investment analysis, business partnership evaluations, key contracts, and long-term financial planning

Who You Are

• 5+ years of relevant experience in Finance, with emphasis on financial modeling, financial planning, and management reporting & analysis

• Professional designation preferred (e.g. CPA, CFA).

• A self-starter who owns their work, commits themselves to greatness everyday and who proactively seeks to make things better

• Ability to multitask and adapt to a dynamic business

• Excellent communication and interpersonal skills, with the ability to collaborate effectively with cross-functional teams and senior level stakeholders.

• Perpetual student with grit and an inquiring mind. Ability to make recommendations with the big picture in mind while executing analytics and reporting with a high degree of detail and accuracy.

• Database (SQL), VBA, or other programming knowledge is highly desirable.

What's In It For You?

We invest time and resources into making sure KOHO is as good as the people we hire. Here are some of the reasons we attract the best people:

️ Balance Your Life - Company-wide summer wellness days, winter holiday closure, personal days, a wellness spending account, and maternity & parental leave top-up

Remote First - Work from anywhere in Canada with a budget to set up your home office

Level Up - Access to an in-house certified performance coach and an annual training budget

The KOHO Culture - We have won 7 "Great Place to Work " awards since 2019

Be an Owner - Every KOHO employee gets a generous amount of equity with a 10 year exercise window

The KOHO culture is one of collaboration, creativity, and diverse perspectives. We are committed to building and fostering an inclusive, accessible environment for everyone. If you have any questions, concerns, or requests regarding accessibility needs, please contact [e-mail] and the People and Culture team will be happy to help.

AI Disclosure: KOHO uses artificial intelligence (AI) in certain aspects of its recruitment process to screen, assess, or select applicants. For any questions or concerns, please contact us at [e-mail].

Note: this posting is for an existing vacancy that we are seeking to fill.

#LI-Remote