Senior Manager, FP&A

Neo Financial•Calgary, AB

6d•Onsite

About The Position

Neo Financial is seeking a Senior Manager / Director of FP&A to execute and deeply embed the financial planning, modeling, and analytics that power business execution at one of Canada's fastest-growing fintechs. This role sits at the intersection of financial rigor and operational accountability — building the tools, models, and processes that enable Neo's programs to make better decisions and operate with precision against clear economic targets. Reporting to the Senior Director, the Senior Manager / Director will serve as a primary analytical engine and financial partner for Program Leaders across Lending, Banking, Spend, Home, Operations and Capital Management to develop financial plans and validate business cases. The Senior Manager / Director will work closely with the Corporate and Program FP&A business teams to ensure that Neo's unit economics model, planning cadence, and monthly financial close run with discipline and scale. This is a builder's role — suited for someone who has deep fintech finance fluency, high standards for analytical quality, and a track record of developing teams that operate independently at a high bar.

Requirements

5-7+ years of experience in financial planning, corporate finance, or strategy
1–3+ years in a leadership role at a high-growth fintech, digital bank, or consumer finance company
Strong understanding of consumer fintech unit economics: cohort analysis, LTV/CAC, conversion and retention modeling, product P&L, credit portfolio metrics, and deposit economics
Demonstrated ability to build, own, and maintain complex financial models from scratch — with a high standard for quality, auditability, and usability
Experience partnering with product, credit, and operational leaders to translate financial analysis into clear, actionable business decisions
A proven track record of managing structured business case reviews, capital tracking processes, or departmental accountability frameworks
Strong communication skills; able to present financial findings clearly and persuasively to both finance and non-finance audiences, including senior leadership

Responsibilities

Build and maintain Neo's cohort-based unit economics model (LTV/CAC, conversion, retention), enabling Lifecycle, Product, Programs, and Growth teams to operate against clear economic targets.
Align day-to-day execution with capital allocation and long-range financial planning across the organization.
Validate and review of Business Plans and Target Capital Allocation across Programs and Projects.
Ensure all financial assumptions are sound, defensible, and aligned with enterprise strategy.
Partner directly with Program Leaders to translate higher-level financial targets into clear operating plans.
Track weekly/monthly performance against targets, flag material variances, and deliver the granular financial analysis needed to drive decision making.
Support the preparation of board materials, investor reporting, and data room requests, as needed.