FP&A Associate

About Cleo

At Cleo, we're not just building another fintech app. We're embarking on a mission to fundamentally change humanity's relationship with money. Imagine a world where everyone, regardless of background or income, has access to a hyper-intelligent financial advisor in their pocket. That's the future we're creating.

Cleo is a rare success story: a profitable, fast-growing unicorn with over $200 million in ARR and growing over 2x year-over-year. This isn't just a job; it's a chance to join a team of brilliant, driven individuals who are passionate about making a real difference. We have an exceptionally high bar for talent, seeking individuals who are not only at the top of their field but also embody our culture of collaboration and positive impact.

If you’re driven by complex challenges that push your expertise, the chance to shape something truly transformative, and the potential to share in Cleo’s success as we scale, while growing alongside a company that’s scaling fast, this might be your perfect fit.

We’ve been successfully growing the Strategic Finance team in recent months, and thanks to continued growth, we're looking for another FP&A Associate! We’d love for this person to be Vancouver-based. You would 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

• You have at least two years work experience in an investment bank, 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

• A competitive compensation package (base + equity) with bi-annual reviews, aligned to our quarterly OKR planning cycles. We are open to hiring someone at Level STF2 (starting at $90k), or Level STF3 (starting at $114k)
• Work at one of the fastest-growing tech startups, backed by top VC firms, Balderton & EQT Ventures
• A clear progression plan. We want you to keep growing. That means trying new things, leading others, challenging the status quo and owning your…