Senior Associate, FP&A

Neo Financial•Calgary, AB

4d•Onsite

About The Position

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.

Requirements

A university degree in Business, Finance or Accounting.
3-5+ years of work experience in an analytical role, with preference given towards prior experience in investment banking or FP&A
Expert-level proficiency in financial modeling, 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)
Strong analytical and problem-solving skills with the ability to interpret complex data and translate it into actionable insights
Excellent written and verbal communication skills, with the ability to present complex financial information clearly and concisely to non-finance stakeholders
Meticulous attention to detail and a high level of accuracy in all financial work
Self-starter with the ability to work independently and collaboratively in a fast-paced, dynamic environment
A genuine interest in the FinTech industry and an understanding of its unique financial drivers and challenges

Nice To Haves

CFA, CPA, or MBA is a plus
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

Responsibilities

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.
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.
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.