About Cleo

At Cleo, we're not just building another fintech app. We're 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 $300 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, the chance to shape something truly transformative, and the potential to share in Cleo’s success as we scale, this might be your perfect fit.

About the Role

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’ll work closely with our Strategic Finance Manager & Director of Strategic Finance, both based in Canada. This is a brand new role within our rapidly growing, world-class, data-driven, and tech-focused Finance function.

The FP&A Associate will help lead financial forecasting and assist the Strategic Finance team with commercial and financial analyses, as well as management & board reporting as we scale rapidly towards Series D and beyond.

This role also offers collaboration with numerous teams across the company—including Finance, Commercial, Credit, Growth, New Bets, and Product—to drive enhancements to analytical and forecasting capabilities, reporting, and decision-making.

Key Responsibilities

Manage monthly, quarterly, and annual FP&A financial processes and forecasting, including variance analysis, reporting, and scenario planning at the group level
Conduct ad-hoc financial analysis and modelling for key areas of the organization
Support regular reporting on key metrics to senior management, the Board, and investors
Support equity and debt fundraising activities in the lead-up to Series D
Contribute to company-wide strategy decision-making with budgeting, hiring plans, and expense management
Lead projects to develop and future-proof the finance function, exploring new tools and automating manual processes

What We're Looking For

At least 2 years of work experience in investment banking or in-house FP&A
Experience designing and maintaining complex financial models using large data sets
Ability to conceive and execute projects independently
Quick learner with an outcome-focused mindset, even without prior background in a subject matter
A “get sh*t done” mindset; comfortable rolling up your sleeves and delivering at pace with limited resources
Strong problem-solving and analytical capabilities, with creativity in developing solutions for open-ended challenges

Nice to Have

Passion for, or previous experience in, the Tech/Fintech sector
Experience working for a global company across different time zones
Financial designation (CPA, CFA, CBV) or experience with transaction diligence (e.g., Quality of Earnings Reports)

What Do You Get for All Your Hard Work?

Competitive compensation package (base + equity) with bi-annual reviews, aligned to quarterly OKR cycles
- Level STF2 starting at $90k
- Level STF3 starting at $114k
Work at one of the fastest-growing tech startups, backed by top VC firms Balderton & EQT Ventures
Clear progression plan with opportunities to grow, lead, and own impact
Flexibility to maintain balance and do your best work
Work where you work best: Canada team is fully remote, with virtual socials and an annual company offsite in Europe (all expenses paid)

Other Benefits

Company-wide performance reviews every 6 months
Generous pay increases for high-performing team members
Equity top-ups for promoted team members
15 days annual leave + public holidays (+1 day per year of service, up to 20 days)
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
OpenAI subscription covered
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.

Application Disclaimer

By submitting this application, you confirm that all information provided is true to the best of your knowledge. Any false or incorrect information may result in rejection, withdrawal of an offer, or termination of employment. You also agree that your personal data will be processed in accordance with Cleo AI's Candidate Privacy Notice.

FP&A Associate