Top Benefits
About the role
Who you are
- You have at least two years work experience in an investment bank, Big 4 or equivalent consultancy, or in an in-house FP&A role
- You have experience designing and maintaining complex financial models using large data sets
- You’re able and excited to conceive and execute projects independently
- You are able to quickly pick up new concepts, and dive into a problem with an outcome-focused mindset – even with no prior background in the subject matter
- A get sh*t done mindset; you’re comfortable rolling up your sleeves and diving into financial models to deliver at pace with limited resources
- Demonstrated problem-solving and analytical capabilities, and the ability to develop creative solutions for challenging, open-ended problems
- A passion for, or previous experience in the Tech/Fintech sector
- Experience working for a global company across different time-zones
- A financial designation such as a CPA, CFA, or CBV designation is an asset, as well as experience with transaction diligence such as Quality of Earnings Reports
What the job involves
- We’re looking for an FP&A Associate to work closely with our Strategic Finance Manager & Director of Strategic Finance, both based in Canada
- This is a brand new role which will sit in our rapidly growing world-class, data-driven, and tech-focused Finance function
- The FP&A Associate will help lead our financial forecasting and assist the Strategic Finance team with various commercial and financial analyses, as well as management & board reporting as we scale rapidly towards Series D and beyond
- This role also has the opportunity to collaborate with numerous teams across the company, including the wider Finance function, Commercial, Credit, Growth, New Bets, & Product in order to drive enhancements to our analytical and forecasting capabilities, reporting, and decision making
- Managing the monthly, quarterly, and annual FP&A financial processes and forecasting, including variance analysis, reporting, and scenario planning at the group level
- Ad-hoc financial analysis and modelling for key areas of the organization
- Supporting regular reporting on key metrics to senior management, the Board, and our investors
- Supporting equity and debt fundraising activities in the lead up to our Series D
- Supporting company-wide strategy decision making with budgeting, hiring plans, expense management, etc
- Leading projects to develop and future-proof the finance function; exploring new tools and ways to automate manual processes
Benefits
- Learning and development
- Mental health support
- Agile working
About Cleo
Cleo. Where AI meets money.
Cleo launched in 2016 by people who have been burned by banks. Fed up with the broken system, we decided it was time to make a change.
Since then, the cost of living has skyrocketed, the rich have continued getting richer, and our vision has only become clearer.
Our mission? To change the world's relationship with money.
Cleo is a platform for the 99% – an AI assistant defining a new category, one that goes beyond saving and budgets to actually changing how we feel about our finances.
Using simplicity and humor, she’s helped millions of people improve their relationship with money, because we believe that everyone has the potential to achieve financial well-being in just one generation.
Through a personalized chat, she provides you with deep insight about your money and tailored financial tools that increase your ability to save, all while making you laugh.
We’re a product for the next generation. That means that we are committed to inclusive and unbiased financial growth for all. It also means dropping the BS.
In the past year or so we’ve grown the Cleo team from 100 to 250+, and closed a $80m Series C led by Sofina (that’s a $500M valuation).
Want to get involved?
You know that awful feeling when you wake up wondering if what you’re about to do for the next 8 hours actually matters? That doesn’t happen here much.
Everything we do is grounded in purpose. And because we’re all showing up for the same reason, collaboration comes easy.
We have a culture of stepping up. We want, and expect you to grow and develop. You’ll have our support in everything you do. But more importantly, you’ll have our trust.
We treat our people as humans first, employees second, which means giving everyone a voice. All perspectives are embraced here.
Top Benefits
About the role
Who you are
- You have at least two years work experience in an investment bank, Big 4 or equivalent consultancy, or in an in-house FP&A role
- You have experience designing and maintaining complex financial models using large data sets
- You’re able and excited to conceive and execute projects independently
- You are able to quickly pick up new concepts, and dive into a problem with an outcome-focused mindset – even with no prior background in the subject matter
- A get sh*t done mindset; you’re comfortable rolling up your sleeves and diving into financial models to deliver at pace with limited resources
- Demonstrated problem-solving and analytical capabilities, and the ability to develop creative solutions for challenging, open-ended problems
- A passion for, or previous experience in the Tech/Fintech sector
- Experience working for a global company across different time-zones
- A financial designation such as a CPA, CFA, or CBV designation is an asset, as well as experience with transaction diligence such as Quality of Earnings Reports
What the job involves
- We’re looking for an FP&A Associate to work closely with our Strategic Finance Manager & Director of Strategic Finance, both based in Canada
- This is a brand new role which will sit in our rapidly growing world-class, data-driven, and tech-focused Finance function
- The FP&A Associate will help lead our financial forecasting and assist the Strategic Finance team with various commercial and financial analyses, as well as management & board reporting as we scale rapidly towards Series D and beyond
- This role also has the opportunity to collaborate with numerous teams across the company, including the wider Finance function, Commercial, Credit, Growth, New Bets, & Product in order to drive enhancements to our analytical and forecasting capabilities, reporting, and decision making
- Managing the monthly, quarterly, and annual FP&A financial processes and forecasting, including variance analysis, reporting, and scenario planning at the group level
- Ad-hoc financial analysis and modelling for key areas of the organization
- Supporting regular reporting on key metrics to senior management, the Board, and our investors
- Supporting equity and debt fundraising activities in the lead up to our Series D
- Supporting company-wide strategy decision making with budgeting, hiring plans, expense management, etc
- Leading projects to develop and future-proof the finance function; exploring new tools and ways to automate manual processes
Benefits
- Learning and development
- Mental health support
- Agile working
About Cleo
Cleo. Where AI meets money.
Cleo launched in 2016 by people who have been burned by banks. Fed up with the broken system, we decided it was time to make a change.
Since then, the cost of living has skyrocketed, the rich have continued getting richer, and our vision has only become clearer.
Our mission? To change the world's relationship with money.
Cleo is a platform for the 99% – an AI assistant defining a new category, one that goes beyond saving and budgets to actually changing how we feel about our finances.
Using simplicity and humor, she’s helped millions of people improve their relationship with money, because we believe that everyone has the potential to achieve financial well-being in just one generation.
Through a personalized chat, she provides you with deep insight about your money and tailored financial tools that increase your ability to save, all while making you laugh.
We’re a product for the next generation. That means that we are committed to inclusive and unbiased financial growth for all. It also means dropping the BS.
In the past year or so we’ve grown the Cleo team from 100 to 250+, and closed a $80m Series C led by Sofina (that’s a $500M valuation).
Want to get involved?
You know that awful feeling when you wake up wondering if what you’re about to do for the next 8 hours actually matters? That doesn’t happen here much.
Everything we do is grounded in purpose. And because we’re all showing up for the same reason, collaboration comes easy.
We have a culture of stepping up. We want, and expect you to grow and develop. You’ll have our support in everything you do. But more importantly, you’ll have our trust.
We treat our people as humans first, employees second, which means giving everyone a voice. All perspectives are embraced here.