FP&A Associate, Cleo AI

• 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

Desirable

• 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