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Neo Financial

Senior Associate Strategy & Operations

Posted 4 Days Ago
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In-Office
2 Locations
Junior
In-Office
2 Locations
Junior
The Senior Associate will drive analysis of customer behavior and financial performance, develop strategic initiatives, and collaborate across teams to optimize growth and engagement for financial products.
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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 scaling 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 on Deloitte’s Technology Fast 50 for 2023, 2024, and 2025the first company ever to achieve a three-peat at the top!

  • #1 Fastest Growing Company in Canada for 2024 by Globe & Mail

  • Top-ranked mobile apps and credit cards

  • Team of 500+ people

  • 1M+ customers

  • 10K+ retail partners

The Role

We’re hiring a Senior Associate, Strategy & Operations to join our team and drive strategic execution across one of Neo’s core financial product verticals. In this high-agency role, you’ll collaborate with Product, Finance, and Marketing leaders to analyze customer behavior, evaluate financial performance, and develop initiatives that accelerate growth and engagement.

You won’t directly own P&L decisions (yet), but you’ll play a key role in shaping them — through deep analysis, experimentation, and sharp commercial insight. This is a unique opportunity to help build the future of consumer banking in Canada.

You’ll be embedded in a specific vertical for 6–24 months to develop expertise in the customer journey and product financials. Over time, you’ll rotate across verticals to expand your understanding of Neo’s broader business and prepare for a future generalist P&L leadership path. As a team, we prioritize impact — so you may also be asked to jump into high-priority initiatives across adjacent verticals when speed matters.

What you'll be doing:

  • Drive analysis that connects customer behavior, financial performance, and operational data to uncover opportunities for growth, efficiency, and engagement

  • Build business cases for strategic bets, pricing experiments, and feature development — grounded in market analysis, customer research, and unit economics

  • Design and run experiments to test hypotheses and evaluate outcomes using a mix of financial, product, and behavioural data

  • Track and report performance metrics across the product and customer funnel to inform prioritization and investment decisions

  • Partner with P&L leaders to shape and sequence roadmap initiatives based on expected impact and operational feasibility

  • Collaborate cross-functionally with Product, Finance, Marketing, and vendor teams to execute strategic initiatives end to end

  • Contribute to the creation and optimization of scalable playbooks, internal tools, and data workflows that support long-term success

Who we are looking for:

  • 3+ years of experience in strategy consulting (e.g., McKinsey, BCG, Bain), fintech, high-growth tech (e.g., Revolut, Uber, Stripe), or product strategy roles in banking or financial services

  • Strong commercial instincts — you connect product and customer behavior with revenue, retention, and lifetime value

  • Experience owning strategic or operational projects across cross-functional teams, with comfort navigating ambiguity and high stakes

  • You’re fluent in business storytelling and comfortable presenting your insights to executive stakeholders

  • Hands-on experience with BI tools like Hex, Lightdash, Looker, or Tableau; proficiency in Excel and an understanding of financial modeling

  • You don’t need to be a SQL expert, but you’re not afraid of data — you understand data structures and with the support of AI tools can build your own data queries

  • A STEM or quantitative background is a bonus but not required — what matters most is analytical rigor and business judgment

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 raise the bar and deliver exceptional experiences for our customers. Our commitment to customer success drives everything we do, from building world-class 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 empowering each other to move fast and think big. 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, where ideas move quickly and teams build momentum together. As we continue to scale and evolve, we’re looking for builders, innovators, and problem solvers 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.

Top Skills

Bi Tools
Excel
Financial Modeling
HQ

Neo Financial Calgary, Alberta, CAN Office

Calgary, Alberta, Canada, T2P

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