Neo Financial
FinTech
SeniorAssociate,FP&A
Neural analysis suggests this role is
optimal for Mid candidates.
“Senior Associate, FP&A at Neo Financial. Skills: Financial Modeling, FP&A, Excel. Support corporate cash flow planning. Develop comprehensive financial plans”
What You'll Achieve.
drive financial accountability; achieve financial targets
Industry & Context.
analytical and problem-solving skills; interpret complex data; translate data into actionable insights
security screening, criminal records check, credit check
What They're Looking For.
Must Have
3-5+ years of work experience in an analytical role, Expert-level proficiency in financial modeling, advanced Excel skills, analytical and problem-solving skills, Excellent written and verbal communication skills, Meticulous attention to detail, Self-starter, A genuine interest in the FinTech industry
Nice to Have
CFA, CPA, MBA, prior experience in investment banking or FP&A, Experience with SQL, experience with other data querying languages, Familiarity with the financial services industry, Experience in a company that has gone through a significant growth phase
What You'll Do.
Support corporate cash flow planning
Develop comprehensive financial plans
Prepare detailed financial forecasts
Analyze variances to forecasts
Develop complex financial models
Conduct in-depth analysis of financial performance
Partner with business leaders
Provide financial guidance
Provide analytical support
Drive financial accountability
Support strategic decision making
Provide financial analysis
Provide modelling for new opportunities
Identify process improvement areas
Prepare presentations
Make recommendations to Senior Leadership
Support board materials preparation
Support investor reporting
Track business performance
Provide actionable insights
Articulate financial results
Provide recommendations to drive efficiency
Achieve financial targets
How You'll Work.
Team & Collaboration
Collaborate with various department heads; Partner with business leaders across Neo; Work with product team
Communication Scope
Excellent written and verbal communication skills; Present complex financial information clearly and concisely
Full 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 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 co
Applying for this Senior Associate, FP&A role?
Most applicants get filtered before a human reads their resume. See if yours makes the cut.
How to Apply on Ashby
- Ashby is a fast modern ATS — most applications take under 3 minutes.
- The resume parser is strong; verify parsed experience dates and job titles.
- Custom screening questions are often scored algorithmically — answer completely.
- Location field affects geo-based screening; use your actual metro area.
ANONYMOUS · UNFILTERED
What do employees actually say about Neo Financial?
Real rants from real employees. Read before you apply.