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 — the first company ever to achieve a three-peat at the top!

• #1 Fastest Growing Company in Canada for 2024 by Globe & Mail

• 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: Meticulous attention to detail and a high level of accuracy in all financial work

• Proactiveness: Self-starter with the ability to work independently and collaboratively in a fast-paced, dynamic environment

• FinTech Interest: A genuine interest in the FinTech industry and an understanding of its unique financial drivers and challenges

Bonus points if you have:

• Experience with SQL or other data querying languages

• Familiarity with the financial services industry

• Experience in a company that has gone through a significant growth phase

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 raise the bar and deliver exceptional experiences for our customers. Our commitment to customer success drives everything we do, from building world-class 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 empowering each other to move fast and think big. 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, where ideas move quickly and teams build momentum together. As we continue to scale and evolve, we’re looking for builders, innovators, and problem solvers who thrive on challenge–people who would rather blaze a trail through uncertainty than follow a well-paved path.

At Neo, ownership is part of how we think and operate. For select roles, equity participation reinforces that mindset by giving employees a direct stake in the company’s long-term success. Regardless of role, every team member is expected to think like an owner and make decisions that move the business forward.

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.

Neo Financial leverages artificial intelligence (AI) to reinforce our candidate evaluation process, including the initial assessment of applications and screening of candidates. These tools support our recruitment team; however, all final hiring decisions are made by humans and are not based exclusively on automated processing. If you require further information regarding our data processing practices, please contact us.

We are hiring for an open, vacant position.