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Analyst, Treasury Operations at Neo Financial | Calgary, AB

Neo FinancialCalgary, AB
On-site Full-time

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Experience Level

Entry Level

Qualifications

Qualifications:Bachelor’s degree in Finance, Accounting, or a related field. Strong analytical skills with a detail-oriented mindset. Proficiency in financial software and tools. Excellent communication and collaboration abilities. Ability to thrive in a fast-paced, dynamic environment.

About the job

Analyst, Treasury Operations , Calgary, AB

About Neo Financial

Neo Financial is a Canadian fintech company founded in 2019. The team is committed to changing the way Canadians experience financial services. As a growing tech startup, Neo offers a dynamic setting that brings both challenges and rewards.

What You Will Do

  • Support Treasury Operations, focusing on deposits and lending partner management
  • Reconcile daily account balances, transaction volumes, and payment processes, including in-flight payments, reversals, time zone differences, and disputes
  • Handle incident response and impact assessments: investigate, mitigate, recover, and report or escalate to internal and external stakeholders as needed
  • Monitor and manage daily borrowing requirements, lending facility concentration, eligibility limits, and related transitions
  • Assist with Snowflake-enabled processes and banking platforms for cash management and facility governance
  • Identify and drive process improvements, contributing to automation and AI projects that increase operational efficiency and scalability
  • Collaborate with Data, Product, and Banking teams to align on reconciliation and facility management practices

This role is based in Calgary, AB.

About Neo Financial

Neo Financial is a leading fintech company in Canada, committed to providing innovative financial solutions that enhance the lives of Canadians. Our team is passionate about leveraging technology to create a more rewarding financial future.

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