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.
Follow us on LinkedIn to keep up to date with new product features and insights from the team.
About the role
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.
Key Responsibilities
- 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
What are we looking for?
- 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
Nice to have:
- 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 do you get for all your hard work?
- A competitive compensation package (base + equity) with bi-annual reviews, aligned to our quarterly OKR planning cycles. You can view our public progression framework and salary bandings here: https://cleo-ai.progressionapp.com/
- 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 impact. Always with our complete support.
- Flexibility. We can’t fight for the world’s financial health if we’re not healthy ourselves. We work with everyone to make sure they have the balance they need to do their best work
- Work where you work best. We’re a globally distributed team. Our Canada team works fully remotely, but we host virtual socials and an annual company offsite in Europe with all expenses paid.
Other benefits
- Company-wide performance reviews every 6 months
- Generous pay increases for high-performing team members
- Equity top-ups for team members getting promoted
- 15 days annual leave a year + public holidays (+ an additional day for every year you spend at Cleo)
- RRSP contributions of 100% to 6%
- Medical Insurance, Dental and Vision care through Canada Life
- Generous Parental Leave
- 1 month paid sabbatical after 4 years at Cleo
- Regular socials and activities, online and in-person
- We'll pay for your OpenAI subscription
- Online mental health support via Spill
- And many more!
Welcoming everyone
We strongly encourage applications from people of colour, the LGBTQ+ community, people with disabilities, neurodivergent people, parents, carers, and people from lower socio-economic backgrounds.
If there’s anything we can do to accommodate your specific situation, please let us know.
