The Role

Neo Financial is looking for a full-time Manager, Treasury Operations to join our team in Calgary, AB. As our next Manager, Treasury Operations, you will be overseeing Neo's program-related cash management operations and controls to ensure our financial operations run smoothly and efficiently. This role is crucial for optimizing our financial resources and mitigating risk, making you a key player in Neo's financial health.

What you'll be doing

• You will own the Treasury Operations function at Neo, which delivers on several aspects of our deposits and lending partner management, including:
  
  • Cash Management Controls: Daily oversight for the reconciliation of complex account balances, transaction volumes and related rails for our deposits and lending programs, taking into account in-flight payments, reversals, time-zones, disputes and other complications.
    
    • Incident management and impact assessments (e.g. manage impact from processing errors or outages) including investigation, mitigation, recovery, and reporting/escalation to other teams and external parties where relevant.
  • Facility Management: Daily oversight and monitoring of borrowing requirements, lending facility concentration and eligibility criteria limits, including any related migration work.
  • System and Resource Management: Lead our Snowflake-enabled processes for Cash Management Controls and Facility Management, along with relevant partner banking platforms, driving process improvements and automation/AI to enhance efficiency and allow Neo to scale-up.
• You are the subject matter expert for reconciliation and daily facility management, ensuring that such requirements also comply with any related regulatory requirements.
  
  • You will provide guidance on any implications of new product or business scope from our Product or Banking teams for changes that impact our existing processes.
• You lead, mentor and manage a team dedicated to ensuring the best outcomes for customers, Neo's teams, and our partners.
• You are a champion of strong documentation and processes, leading a critical control function for Neo.

Who We're Looking For

• You possess a minimum 3 - 5 years of experience building a Treasury Operations, Cash Management or Treasury function.
• You have experience in the banking industry, and/or experience with payments processing in Canada.
• You understand the impact of payment processes on the experience of Neo's customers.
• You are highly organized, and have effective planning and time management skills.
• You're a strong problem solver with risk management skills.
• You take ownership over your work, and you have a passion for building a world class treasury operations process.

Total Rewards Overview

As Neo continues to grow, we're committed to offering a competitive, market-leading rewards program that reflects the impact our team members make. In addition to salary, our program includes equity - empowering employees to share directly in our momentum today and in the meaningful value we create for years to come.

• Salary: We provide a strong base salary aligned with market ranges, along with the flexibility to tailor your mix of cash and equity to match your longer term goals. Final compensation is based on your skills, experience, and scope. For exceptional talent, we're prepared to go above and beyond.
• Equity Ownership (Where Eligible): At Neo, you don't just work here, you own a piece of what we're building. As a full-time team member, you share directly in the upside of one of Canada's fastest-growing companies. When we win, you win - with real ownership and meaningful long-term wealth-building potential tied to our success.

What does life as an Owner at Neo Include?

C🇦 You will redefine the financial landscape with top talent in Canada to help everyday Canadians win, and grow quickly while doing it

For eligible roles, ownership structure that enables you to share in our path to victory

Earn BIG with our short term incentive plans (STIP)

Collaborating with the brightest minds to build something meaningful, united by a shared commitment to innovation, curiosity, and excellence

♥🩹 Flexible health benefits & life insurance

21 Days PTO + stat holidays, and personal leave

Health & personal spending accounts

🤑 A wide variety of discounts through our partner network

Access to early use of products and discounts on fixed-term Neo mortgages

Parental top-up & equity vesting during long term leave

Neo night events

Company wide huddles, and education