Analyst, Treasury Operations

Responsibilities

• Support the Treasury Operations function at Neo, with a focus on deposits and lending partner management.
• Execute daily reconciliation of complex account balances, transaction volumes, and related payment rails, accounting for in-flight payments, reversals, time zones, disputes, and other complications.
• Manage incidents and impact assessments, including investigation, mitigation, recovery, and reporting/escalation to internal teams and external parties when necessary.
• Perform daily monitoring and management of borrowing requirements, lending facility concentration, eligibility limits, and related migration activities.
• Support Snowflake enabled processes and relevant partner banking platforms used for cash management controls and facility management.
• Drive process improvements and contribute to automation/AI initiatives aimed at enhancing operational efficiency and scalability.
• Collaborate closely with Data, Product, and Banking teams to ensure alignment on reconciliation and facility management processes.
• Maintain accurate and up-to-date documentation of reconciliation procedures, incident resolutions, and facility management processes.
• Assist in preparing and organizing audit documentation and support audit inquiries related to treasury operations.
• Who We're Looking For
• You possess a minimum 2-3 years of experience in a Treasury Operations, Cash Management or Treasury function.
• You understand the impact of payment processes on the experience of Neo's customers.
• You have significant attention to detail and practical experience with SQL.
• 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
• 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 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
• Working at Neo:
• We trust, respect, and support each other. This means honest conversations, constructive input, and empoweri

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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