Manager, Treasury Operations

About 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.

Responsibilities

• 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
• 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.
• What does life as an Owner at Neo Include?
• 🇨🇦 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 discoun

Benefits

Additional Information

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 2025 - the 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

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