Director - Finance and Treasury

1 week ago

Toronto, Ontario, Canada Neo Financial Full time
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.

LinkedIn's Top Startup in Canada for 2022 and 2023
~ High Performance at Neo
We recruit, hire, and build our company culture around these attributes:

The role leverages pricing expertise, knowledge of Deposit products, process, data and relationships to provide special pricing insights on portfolio level projects as well as having the expertise to make decisions for new clients, renewals and proposals, and for retail deposits.

This is an instrumental role that primarily supports coordinated portfolio wide efforts in driving deposits growth and contribution margin in a highly competitive digital deposits environment.

Furthermore, the incumbent can assist the broader Pricing Committee in driving client acquisition, deepening existing relationships to ensure a steady revenue and deposits growth and positive client experience.

For new initiatives or priority business requirements, the incumbent works directly with executive leadership to review and approve pricing structure and approaches.

Provide data driven and client centric pricing decisions for Deposit products.

Utilize data and analytic tools to identify stable revenue opportunities, optimizing the acquisition of core Deposit clients with the management of transactional/price sensitive clients and working with Marketing to implement related strategies.

Liaise with Marketing and Operations to ensure correct and timely implementation of approved pricing changes and enhancements.

Conduct an in-depth analysis on Deposits portfolio composition, pricing structures, promotional rates, cash incentives, deposits behaviours, treasury & FTP treatment and client relationship with Neo.

Provide support to business partners with regards to product pricing and facilitate training sessions as needed on pricing system and process.

Drive deeper customer relationships by championing a client focused culture and leverage broader bank relationships to assist marketing, the business units and product in deepening client relationships and/or winning new core Deposits clients.

Undergraduate degree in Business, Finance, Economics, and/or Applied Science
~ Graduate degree or financial designation is preferred
~3-5 years experience in Financial Modeling, Proposal Writing, Pricing roles, and/or Banking Products Sales
~ Deep knowledge of Deposits, Investments & cash management products, pricing strategies, data & analytics, business processes, product CX, sales processes and business clients
~ Close collaboration with partners from different areas of the bank (i.e. Product, Engineering, Data, Finance)
~ In depth knowledge of client on-boarding, pricing implementation, pricing proposal
~ Advanced skills in SQL, VBA and/or Power BI

We hold ourselves to high standards, because we're on a mission that matters — to transform financial services for the better.

Our team members earn meaningful equity in the company through stock options — so Neo's growth benefits everyone who helps make it happen.

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

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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