Top Benefits
About the role
Join us to build a more rewarding financial future for all Canadians
At Neo, we’re on a mission to build a more rewarding financial future for all Canadians. Life at a rapidly expanding tech startup isn’t for everyone. It’s complex, fast-paced, high-pressure, but also incredibly fulfilling. Since its founding in 2019, Neo has gained incredible traction and is one of the fastest-growing fintech companies in Canada.
- #1 Fastest Growing Company in Canada for 2024 by Globe & Mail
- Deloitte’s Fast 50 in Canada Winner for 2023 and 2024
- LinkedIn’s Top Startup in Canada for 2022 and 2023
- Top-ranked mobile apps and credit cards
- Team of 700+ people
- 1M+ customers
- 10K+ retail partners
The Role
We’re looking for a strategic, customer-obsessed Lead to drive our Banking Strategy and P&L initiatives at scale. As a Senior Associate, Strategy & Operations in the Banking team, you’ll define the strategy and execution behind how we build our customer centric offering, anchored on the P&L for Neo’s underlying financial solutions — from first touch to long-term retention — with a strong focus on data-driven market analysis, value proposition and pricing strategies, you will be shaping the priorities to ensure Canadians choose Neo as their primary financial institution. We are looking for Senior Associates across each of our our Home, Savings, Lending & Customer Memberships journeys.
This is a unique opportunity to shape how a leading Fintech builds financial solutions to solve real tangible problems for the average Canadian.
What you'll be doing:
- Develop business cases for new initiatives, features, and products; thinking through opportunities from a customer, financial, operational, and partnership lens
- Own a pillar of Neo’s strategic roadmap and Banking P&L, reviewing and prioritizing initiatives with business and product leaders and drive greenlit opportunities through to completion by owning performance evaluation and proposal of new initiatives
- Own the collection, analysis and interpretation of data to provide actionable solutions and recommendations in partnership with growth channel owners and leadership.
- Work closely with the FP&A team to ensure Neo’s financial forecast, P&Ls and roadmap are aligned; ensuring that initiatives planned and committed to are reflected in financial forecasts
- Assist decision-making through the application of data-driven analysis, research and business judgment
Who we are looking for:
- You have 3+ years of experience in top-tier consulting, internal strategy role, private equity or investment banking. Differing years of experience candidates will be considered accordingly.
- Exceptional attention to detail and a focus on process rigor
- Strong quantitative, analytical and conceptual problem-solving skills combined with outstanding business acumen, proficiency in Excel. Experience with additional analytical tools (SQL/Python/BI platforms) is a plus
- Ability to work well under pressure in a demanding environment
- Ability to thrive and adapt in rapidly changing landscapes with high levels of autonomy and ambiguity.
- Strong Project Management skills, with the ability to manage multiple initiatives simultaneously
- Previous experience working at a startup is considered an asset as is experience working with Financial solutions across Lending, Deposits, Investments & Payments
Working at Neo:
The people who thrive at Neo are resourceful, growth-oriented, and driven to win. We hold ourselves to high standards because we’re on a mission that matters: to build a more rewarding financial future for all Canadians. As individuals and as a team, we constantly challenge ourselves and each other to do our best work for our customers. Our commitment to customer success drives everything we do, from building intuitive products to providing exceptional support at every step of their journey. If this resonates with you, keep reading.
We trust, respect, and support each other. This means honest conversations, constructive input, and continuous support. You’ll be surrounded by people who push you to be your best. We primarily collaborate in person across our Calgary, Winnipeg, and Toronto offices. As we evolve rapidly, we’re looking for change-makers who thrive on challenge—people who would rather blaze a trail through uncertainty than follow a well-paved path.
All team members have a stake in Neo’s success and earn meaningful equity through stock options. This ownership mindset is at the heart of everything we do — when Neo grows, we all grow. If you’ve heard that Neo employees work hard, it’s true. We hold ourselves accountable for delivering on our commitments to our customers, partners, and each other. Working at Neo means taking ownership of your work and driving results, knowing that your contributions directly impact the company’s success.
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.
By continuing with your application, you agree to the Candidate Privacy Notice which guides how we process your personal information for the purpose of your application.
About Neo Financial
Neo is a leading financial technology company that’s building a more rewarding financial experience — empowering more Canadians to take control of their future.
We’re reimagining spending, savings, investments, and mortgages with intuitive, accessible financial tools that help customers get more value out of every dollar they earn, save, and spend.
Recognized as Canada’s #1 Startup by LinkedIn for two years in a row, we work with local retailers, large enterprises, and financial institutions to transform the future of financial services.
Interested in working at Neo? Join us as we continue to lead the way in the future of finance.
Top Benefits
About the role
Join us to build a more rewarding financial future for all Canadians
At Neo, we’re on a mission to build a more rewarding financial future for all Canadians. Life at a rapidly expanding tech startup isn’t for everyone. It’s complex, fast-paced, high-pressure, but also incredibly fulfilling. Since its founding in 2019, Neo has gained incredible traction and is one of the fastest-growing fintech companies in Canada.
- #1 Fastest Growing Company in Canada for 2024 by Globe & Mail
- Deloitte’s Fast 50 in Canada Winner for 2023 and 2024
- LinkedIn’s Top Startup in Canada for 2022 and 2023
- Top-ranked mobile apps and credit cards
- Team of 700+ people
- 1M+ customers
- 10K+ retail partners
The Role
We’re looking for a strategic, customer-obsessed Lead to drive our Banking Strategy and P&L initiatives at scale. As a Senior Associate, Strategy & Operations in the Banking team, you’ll define the strategy and execution behind how we build our customer centric offering, anchored on the P&L for Neo’s underlying financial solutions — from first touch to long-term retention — with a strong focus on data-driven market analysis, value proposition and pricing strategies, you will be shaping the priorities to ensure Canadians choose Neo as their primary financial institution. We are looking for Senior Associates across each of our our Home, Savings, Lending & Customer Memberships journeys.
This is a unique opportunity to shape how a leading Fintech builds financial solutions to solve real tangible problems for the average Canadian.
What you'll be doing:
- Develop business cases for new initiatives, features, and products; thinking through opportunities from a customer, financial, operational, and partnership lens
- Own a pillar of Neo’s strategic roadmap and Banking P&L, reviewing and prioritizing initiatives with business and product leaders and drive greenlit opportunities through to completion by owning performance evaluation and proposal of new initiatives
- Own the collection, analysis and interpretation of data to provide actionable solutions and recommendations in partnership with growth channel owners and leadership.
- Work closely with the FP&A team to ensure Neo’s financial forecast, P&Ls and roadmap are aligned; ensuring that initiatives planned and committed to are reflected in financial forecasts
- Assist decision-making through the application of data-driven analysis, research and business judgment
Who we are looking for:
- You have 3+ years of experience in top-tier consulting, internal strategy role, private equity or investment banking. Differing years of experience candidates will be considered accordingly.
- Exceptional attention to detail and a focus on process rigor
- Strong quantitative, analytical and conceptual problem-solving skills combined with outstanding business acumen, proficiency in Excel. Experience with additional analytical tools (SQL/Python/BI platforms) is a plus
- Ability to work well under pressure in a demanding environment
- Ability to thrive and adapt in rapidly changing landscapes with high levels of autonomy and ambiguity.
- Strong Project Management skills, with the ability to manage multiple initiatives simultaneously
- Previous experience working at a startup is considered an asset as is experience working with Financial solutions across Lending, Deposits, Investments & Payments
Working at Neo:
The people who thrive at Neo are resourceful, growth-oriented, and driven to win. We hold ourselves to high standards because we’re on a mission that matters: to build a more rewarding financial future for all Canadians. As individuals and as a team, we constantly challenge ourselves and each other to do our best work for our customers. Our commitment to customer success drives everything we do, from building intuitive products to providing exceptional support at every step of their journey. If this resonates with you, keep reading.
We trust, respect, and support each other. This means honest conversations, constructive input, and continuous support. You’ll be surrounded by people who push you to be your best. We primarily collaborate in person across our Calgary, Winnipeg, and Toronto offices. As we evolve rapidly, we’re looking for change-makers who thrive on challenge—people who would rather blaze a trail through uncertainty than follow a well-paved path.
All team members have a stake in Neo’s success and earn meaningful equity through stock options. This ownership mindset is at the heart of everything we do — when Neo grows, we all grow. If you’ve heard that Neo employees work hard, it’s true. We hold ourselves accountable for delivering on our commitments to our customers, partners, and each other. Working at Neo means taking ownership of your work and driving results, knowing that your contributions directly impact the company’s success.
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.
By continuing with your application, you agree to the Candidate Privacy Notice which guides how we process your personal information for the purpose of your application.
About Neo Financial
Neo is a leading financial technology company that’s building a more rewarding financial experience — empowering more Canadians to take control of their future.
We’re reimagining spending, savings, investments, and mortgages with intuitive, accessible financial tools that help customers get more value out of every dollar they earn, save, and spend.
Recognized as Canada’s #1 Startup by LinkedIn for two years in a row, we work with local retailers, large enterprises, and financial institutions to transform the future of financial services.
Interested in working at Neo? Join us as we continue to lead the way in the future of finance.