Associate, FP&A

The role

This person will drive the core operating model, variance analysis, and executive decision support. They will own the monthly BvA package, maintain the company operating model, and lead budget reforecasts.

What you will do

• Own the monthly BvA package
• Own Board deck reporting
• Support the annual budget and reforecasts, including headcount planning against budget
• Build and maintain the company operating model and key financial KPIs
• Prepare materials for the monthly leadership review
• Support liquidity and scenario analysis with the Senior Associate, Capital Markets & Corporate Treasury
• Deliver ad hoc analysis for the CEO and leadership team
• Use portfolio reporting in the BvA and Board deck
• Collaborate with all Finance team members on shared deliverables

Required qualifications

• 2-4 years of experience in FP&A, corporate finance, investment banking or public accounting
• A degree in Finance, Accounting, Economics or a related field
• Advanced Excel or Google Sheets skills
• Experience building operating or three-statement models
• A working knowledge of accounting sufficient to tie the model back to the general ledger
• Experience preparing BvA reporting and Board or senior leadership materials

Nice to have

• CPA or CFA (or progress toward either)
• Experience at a lender or fintech
• Experience with BI or data tools
• SQL

Benefits

• Comprehensive healthcare and dental coverage
• A tech stipend
• Mental health support
• Professional development opportunities
• RRSP Matching

About the company

Clearco is a mission-driven organization.