Senior Associate, FP&A

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 scaling 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 on Deloitte’s Technology Fast 50 for 2023, 2024, and 2025 https://www.newswire.ca/news-releases/neo-financial-achieves-first-ever-three-peat-win-as-number-one-on-deloitte-s-technology-fast-50-list-889692540.html — the first company ever to achieve a three-peat at the top! - #1 Fastest Growing Company in Canada for 2024 by Globe & Mail https://www.businesswire.com/news/home/20240927952651/en/Neo-Financial-Ranks-No.-1-on-The-Globe-and-Mail%E2%80%99s-2024-List-of-Canada%E2%80%99s-Top-Growing-Companies - Top-ranked mobile apps and credit cards - Team of 500+ people - 1M+ customers - 10K+ retail partners The Role We are seeking a highly motivated and analytical Senior Associate, Financial Planning & Analysis (FP&A) to join our Finance team. Reporting to the Senior Manager, FP&A, this individual will play a critical role in supporting the company's financial planning, forecasting, and performance analysis activities. This is an exciting opportunity for a detail-oriented professional who thrives in a fast-paced, high-growth environment and brings a strong financial acumen and a passion for the FinTech space to contribute significantly to our strategic decision-making and continued success. What you'll be doing: - Financial Planning & Analysis - Support the corporate cash flow planning processes by collaborating with various department heads to develop comprehensive financial plans. - Prepare detailed financial forecasts (monthly, quarterly, rolling), analyzing variances to forecasts, and providing insightful commentary on key drivers. - Develop and maintain complex financial models to support strategic initiatives, scenario planning, and business case development. - Conduct in-depth analysis of financial performance, identifying trends, risks, and opportunities. - Business Partnership - Partner with business leaders across Neo to provide financial guidance, analytical support and drive financial accountability. - Support strategic decision making by providing financial analysis and modelling for new potential business opportunities. - Proactively identify areas for process improvement and efficiency within the finance function. - Reporting & Insights - Prepare presentations, insights and make recommendations to the Senior Leadership Team to guide strategic decision making. - Support the preparation of board materials, investor reporting and data room requests, as needed - Develop dashboards and key performance indicators (KPIs) to track business performance and provide actionable insights. - Clearly articulate financial results and provide recommendations to drive operational efficiency and achieve financial targets. Who we are looking for: - Education: A university degree in Business, Finance or Accounting. CFA, CPA, or MBA is a plus - Experience: 3-5+ years of work experience in an analytical role, with preference given towards prior experience in investment banking or FP&A - Financial Modelling: Expert-level proficiency in financial modelling, including knowledge and application of industry standard best practices as it relates to financial model structure & formatting, and experience with advanced Excel skills (e.g., pivot tables, VLOOKUPs, sumifs, array formulas) - Analytical Skills: Strong analytical and problem-solving skills with the ability to interpret complex data and translate it into actionable insights - Communication: Excellent written and verbal communication skills, with the ability to present complex financial information clearly and concisely to non-finance stakeholders - Attention to Detail: Meticulou