Associate, FP&A

Clearco
Toronto, Canada
Career-pivot friendly

Who this role is best for

FP&A professionals with automation skills and experience in finance or fintech will find this leadership-driven role in Toronto with high-impact responsibilities.

Best fit for

  • Candidates with 2-4 years of FP&A experience and a finance-related degree who thrive in high-impact environments
    — “2-4 years of experience in FP&A, corporate finance, investment banking or public accounting”
  • Individuals who have worked on BvA reporting and have direct exposure to senior leadership
    — “direct exposure to our VP, CEO, department heads, and Board of Directors”
  • People who are comfortable building financial models and using data tools like SQL and BI platforms
    — “Experience with BI or data tools; SQL is an asset”

Things to consider

  • This role requires consistent collaboration with multiple departments, including Capital Markets and Treasury
    — “Collaborate with all Finance team members on shared deliverables”

How to stand out

  • Highlight your experience with operating models and variance analysis in your resume and interview responses
    — “Own the monthly BvA package: pull actuals, explain variances with department leaders”
  • Emphasize your ability to prepare materials for leadership and board-level reporting
    — “Prepare the financials, KPIs and commentary for each Board meeting”
  • Showcase your skills in advanced spreadsheet tools and financial modeling in your application materials
    — “Advanced Excel or Google Sheets skills and experience building operating or three-statement models”
  • Demonstrate your proactive problem-solving and initiative in streamlining processes and improving efficiency
    — “leverages modern tools and automation to make processes faster, cleaner, and smarter”
Pace · SteadyCollaboration · HighAutonomy · MediumDecision Impact · Team

Derived from job-description analysis by Serendipath's career intelligence engine.

What success looks like

  • Delivered monthly BvA packages
  • Supported annual budget and reforecasts
  • Prepared materials for Board meetings
Typical background
2-4 years of experience in FP&A, corporate finance, investment banking, or public accounting

Skills & requirements

Required

Financial PlanningAnalysisBudgetingForecastingVariance AnalysisBoard ReportingStrategic Analysis

Preferred

Investment BankingPublic Accounting

Stack & domain

FP&AFinancial ModelingExcelLeadershipProblem-solvingCPACFAFinanceCorporate Finance

About the role

Original posting from Clearco via Ashby

About the Role

Clearco is looking for an FP&A Specialist / Associate to drive our core operating model, variance analysis, and executive decision support.

This is an exceptional opportunity for someone early in their career to take on real leadership quickly, with direct exposure to our VP, CEO, department heads, and Board of Directors. You will own the monthly BvA package, maintain our company operating model, lead budget reforecasts, and deliver ad-hoc strategic analysis for senior leadership.

Rather than focusing on a rigid traditional background, we value curiosity, intrinsic drive, and proactive problem-solving. We are looking for someone who doesn't just execute repeat monthly reporting cycles, but leverages modern tools and automation to make processes faster, cleaner, and smarter.

Day-to-day responsibilities:

  • Own the monthly BvA package: pull actuals, explain variances with department leaders and deliver the package to leadership on a fixed monthly timeline
  • Own Board deck reporting: prepare the financials, KPIs and commentary for each Board meeting
  • Support the annual budget and reforecasts, including headcount planning against budget
  • Build and maintain the company operating model and key financial KPIs
  • Prepare materials for the monthly leadership review
  • Support liquidity and scenario analysis with the Senior Associate, Capital Markets & Corporate Treasury
  • Deliver ad hoc analysis for the CEO and leadership team
  • Use portfolio reporting from the Senior Associate, Capital Markets & Corporate Treasury, in the BvA and Board deck
  • Collaborate with all Finance team members on shared deliverables, including month-end close, audit, tax, the annual budget and Board materials, and cover for teammates during absences and peak periods

You will thrive if you have:

  • 2-4 years of experience in FP&A, corporate finance, investment banking or public accounting, ideally at a lender or fintech
  • A degree in Finance, Accounting, Economics or a related field; CPA or CFA (or progress toward either) is an asset
  • Advanced Excel or Google Sheets skills and experience building operating or three-statement models
  • A working knowledge of accounting sufficient to tie the model back to the general ledger
  • Experience preparing BvA reporting and Board or senior leadership materials
  • Experience with BI or data tools; SQL is an asset

What we offer:

  • Comprehensive healthcare and dental coverage
  • A tech stipend
  • Mental health support and professional development opportunities in a culture that emphasizes work-life balance and transparency
  • The chance to participate in high-impact work at a mission-driven organization
  • RRSP Matching

At Clearco, we strive for an inclusive, accessible recruitment process. If you have specific accessibility needs, please let us know so we can support you.

Please note that we use AI-assisted tools to help manage applications, but humans remain the sole decision-makers in our hiring. Contact us for more information on our tools or to request an accommodation.

Compensation Range: $105K–115$K

Source: Clearco careers (Ashby)

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