Strategic Financial Analyst

Trulioo

. Lead the annual operating planning process for the assigned business segment .

Posted 9/17/2026full-timeVancouver • CanadaJuniorMid-Level💰 CA$80,000 - CA$100,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial modeling, forecasting, and analysis within corporate development and fintech environments. Proficient in utilizing AI tools for automating reporting and enhancing data accuracy while collaborating effectively with cross-functional teams.

Highest-signal resume keywords

Financial ModelingForecastingKPI Dashboard CreationAI Tools UtilizationFP&A Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AnalysisUnit Economics ModelingTransaction Volume AnalysisPricing Structure AnalysisCohort Profitability UnderstandingData Logic Error IdentificationStress Testing Financial ModelsAutomated ReportingM&A DiligenceIntegration Modeling

Soft Skills

Curiosity About Financial ResultsCollaboration

Tools & Technologies

LLMsClaudeAI Tools

Industry Keywords

Corporate DevelopmentPrivate EquityFintechPaymentsTransaction-Focused IndustriesIdentity VerificationComplianceRegulatory Fintech

About the role

Key responsibilities & impact

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

What you’ll need

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

Comp & perks

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