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 expanding 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 Fastest Growing Company in Canada for 2024 by Globe & Mail 
• Deloitte’s Fast 50 in Canada Winner for 2023 and 2024
• LinkedIn’s Top Startup in Canada for 2022 and 2023
• Top-ranked mobile apps and credit cards
• Team of 700+ people
• 1M+ customers 
• 10K+ retail partners

The Role

Neo Financial is looking for a full-time Manager, Treasury to join our Finance team in Calgary, AB.

As our next Manager, Treasury, you will play a key role in the efficiency of our capital deployment. This position involves oversight of our cash management strategies related to our balance sheet to ensure efficient capital deployment. The Manager, Treasury frequently collaborates with other teams to lead the overall cash risk management strategy of Neo.

What you'll be doing:

• Build and oversee the collateral and funds flow program for Neo’s balance sheet and assets under management, such as deposits and mortgages.
• Build and review the daily monitoring and optimization of collateral and funds flow process for EFT, e-transfer, bill payment and other payment rail requirements. 
• Build (and continually improve) a daily cash management forecasting process to ensure that capital requirements (and associated risks) are properly incorporated into our corporate modelling. 
• Review and negotiate capital management strategy requirements on behalf of Neo, including settlement flows, capital allocations, float and commercials where applicable.
• Assess and ensure Neo’s adherence to relevant laws, regulations, and internal policies as it relates to cash management.
• Cultivate and maintain accurate and timely documentation of policies, procedures, testing results, and any related remediation activities related to cash management.
• Collaborate with external auditors and internal audit teams to ensure audit requirements are fulfilled.
• Build and provide direction on analysis of financial data alongside the relevant macroeconomic trends; present recommendations for managing Neo’s assets and liabilities to senior leadership and executive management.
• Collaborate with Accounting, FP&A and Banking teams to support month end GL entries, forecasting and setting cash limits for any capital management initiatives.

Who we are looking for:

• You bring a professional accounting designation with relevant Big4 experience.
• You have experience building and leading new projects with at least 5 years of relevant experience in cash management, treasury or accounting.
• You bring an intermediate level knowledge of SQL.

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 do our best work for our customers. Our commitment to customer success drives everything we do, from building intuitive 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 continuous support. 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. As we evolve rapidly, we’re looking for change-makers 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.