Director, Corporate Planning

4 weeks ago

Calgary AB, Canada Neo Financial Full time

Come Build a Better Financial Future for all Canadians

At Neo, we’re building a more rewarding financial experience for all Canadians.

Life at a rapidly expanding tech startup is demanding, exhilarating, and not for everyone.

From world-class creative minds to brilliant engineers, it's high-performing people that make Neo a workplace with passion and purpose.

Since being founded in 2019, Neo has built incredible traction and is one of the fastest growing fintechs in Canada. 

  • LinkedIn’s Top Startup in Canada for 2022 and 2023
  • Top-ranked mobile apps and credit cards
  • Canada’s top-rated credit card
  • Team of 700+ people
  • 1M+ customers in 3 years 
  • 11K+ retail partners

High Performance at Neo

We recruit, hire, and build our company culture around these attributes:

Teamwork : We trust, respect, encourage, and show up for each other — through good times and hard. We’re on this mission not just for ourselves, but also for the people we work with — and ultimately, for our customers.

Ownership : We all have a stake in Neo’s success — so we go out of our way to do what needs to get done. We hold ourselves accountable to deliver on our commitments — to our customers, to our partners, and to our team. When we fall short, we find a way to do better in the future.

Professional Integrity : We’re asking millions of Canadians to trust us with their hard-earned money — so we hold ourselves (and each other) to the highest standards of integrity.

The Role

Neo Financial is looking for a Head of FP&A, Corporate Planning to join our team. Collaborate with fellow high-performing contributors with dynamic backgrounds to develop and execute strategies that will drive Neo’s growth. This individual will work closely with the leadership team at Neo to manage the company's overall performance. As the owner of Neo’s corporate model, you will be responsible for Neo’s consolidated P&L, balance sheet, and cash flow models and forecasts. You will help leaders understand current business performance and opportunities and risks to Neo’s financial plan. They will come from a finance-focused background and help shape the business by consolidating models across various business units. They will also be responsible for board and investor reporting. We’re looking for motivated leaders who want to make things better, simpler and stronger.

What you’ll be doing

  • Own the development of Neo’s board and investor reporting materials
  • Run Neo’s weekly, monthly, and quarterly planning processes; owning the overall effectiveness of Neo’s processes to drive accurate financial forecasts 
  • Work with the FP&A team to ensure Neo’s financial forecast and roadmap are aligned; ensuring that initiatives planned and committed to are reflected in financial forecasts
  • Own the corporate model and financial plan and drive decision-making through the application of sound modeling, data-driven analysis, research and business judgment
  • Understand key drivers of variance in performance and gather insights to report these variances to leadership along with recommendations for improvements
  • Conduct scenario analysis to understand opportunities and risks to Neo’s financial plan, as well as the impact on macroeconomic factors on Neo’s performance
  • Facilitate the evaluation of business priorities based on business casing
  • Work closely with FP&A team members managing BU level models to ensure seamless consolidation into the corporate forecast

Who we are looking for

  • You have 8+ years of experience working in corporate planning and FP&A capacities, most recently in a high level management role, in the banking and/or financial sector 
  • Bachelor or Masters Degree in Economics, Banking, Finance or Business Administration
  • Possession of in-depth knowledge of the functions and activities of various business and support divisions within financial and banking institutions (i.e. strategy, FP&A, treasury, corporate finance, and relevant finance functions)
  • Extensive experience in financial modeling by consolidating various business units and a thorough understanding of process discipline
  • Exceptional attention to detail and a focus on process rigor
  • Strong quantitative, analytical and conceptual problem-solving skills combined with outstanding business acumen
  • Ability to work well under pressure in a dynamic, fast-paced environment
  • High level of adaptability to a frequently changing professional and social working environment
  • Experience advising and engaging senior stakeholders and leading initiatives across cross-functional teams
  • Ability to drive urgency while maintaining high quality of work

Working at Neo

Joining Neo means betting on yourself and discovering your full potential. As individuals and as a team, we continually challenge ourselves and each other to do our best work. We’re making change happen at a rapid pace — providing endless opportunities to sharpen your skills, expand your knowledge, and find new solutions to complex problems. That means rapid career progression and constant learning opportunities. 

The people who thrive at Neo are resourceful, relentless, and want to win. We hold ourselves to high standards, because we’re on a mission that matters — to transform financial services for the better. If that’s what you’re looking for, read on.

We trust, respect, and show up for each other. That means truthful conversations, frequent feedback, and working with people who push you to be your best. We’re evolving quickly as an organization, we work together in person, and the pace of progress isn’t for everyone. That’s why we’re looking for change-makers who love a challenge — who would rather blaze a trail through uncertainty than travel a well-paved road.

Our team members earn meaningful equity in the company through stock options — so Neo’s growth benefits everyone who helps make it happen. That also means taking on more responsibility than you may have had at your last job. We don’t get hung up on job titles or hierarchy — we’re focused on doing what it takes to accomplish our mission.

Check out these videos from our employees to learn more about Working at Neo .

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.

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