CFO shaping financial strategy, capital optimization, and M&A growth for a Canadian mutual insurance group. Building scalable finance infrastructure and leading enterprise performance.
About the role
- Strategic Financial Analyst building forecasts, unit economics, and M&A models for Trulioo’s digital identity verification platform. Partnering with FP&A and business leaders in Vancouver’s hybrid office.
Responsibilities
- Lead the annual operating planning process for the assigned business segment
- Manage and refine rolling forecasts
- Analyze monthly and quarterly results against prior periods and budgets
- Break down and escalate major variances with strategic context
- Collaborate with the VP of FP&A on executive and board communications
- Create KPI dashboards, quarterly board materials, and investor updates
- Analyze margin drivers including transaction volumes, pricing structures, and product mix
- Model growth initiatives with leaders in Sales, Product, Operations, and Customer Success
- Build multi-scenario financial models for corporate development, M&A diligence, integration, and strategic expansion
- Define key metrics for unit economics and efficiency
- Establish automated dashboards and maintain accountability across the organization
- Aggregate financial data from diverse sources and improve transactional data flows
- Use LLMs and AI tools to automate reporting pipelines, optimize forecasting models, and flag transaction anomalies
Requirements
- 1–2 years of experience within corporate development, private equity, or junior investment banking
- 2–3 years of hands-on analyst or FP&A experience in fintech, payments, or transaction-focused industries
- Experience building and defending robust financial models during due diligence and high-level leadership meetings
- Experience modeling unit economics, transaction volumes, and pricing structures
- Deep understanding of cohort profitability and CAC/LTV dynamics
- Ability to identify discrepancies and data logic errors in complex financial models
- Experience stress-testing financial models and assumptions
- Practical experience using Claude or similar AI tools to prompt financial models, interpret data outputs, and automate routine analytical tasks
- Curiosity about financial results and business drivers
- Prior exposure to identity verification, compliance, or regulatory fintech is a plus
- Experience in scaling or hypergrowth companies is a plus
- Legally eligible to work in Canada
- Willingness to work from the Vancouver office three days per week
Benefits
- Health, dental, and vision coverage
- Retirement plans with company match
- Paid time off
- Parental leave
- Annual education and training stipend equivalent to $1,000 in local currency
- Flexible hybrid working environment
- Weekly lunches
- Quality coffee
- Regular social events
- Parent rooms at some locations
- On-site gyms at some locations
- Comfortable lounges
- Adaptable workstations
- Wellness workshops and events
- Complimentary Headspace subscription
- Employee Resource Groups and inclusive community programs
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