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Strategic Finance Associate

Remote: 
Full Remote
Salary: 
90 - 110K yearly
Experience: 
Mid-level (2-5 years)
Work from: 

Offer summary

Qualifications:

3+ years of relevant finance experience, Professional designation preferred (e.g., CPA, CFA), Experience in financial modeling and investment banking or corporate finance, Database (SQL), VBA or programming knowledge desirable.

Key responsabilities:

  • Develop and enhance financial models
  • Support annual budgeting and quarterly forecasting processes

KOHO logo
KOHO Financial Services Scaleup http://www.koho.ca
201 - 500 Employees
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Job description

About KOHO
KOHO’s purpose is to empower Canadians to build a great financial foundation with products that are radically transparent and easy to manage. We first launched in 2017, and we have since built a community of over 1 million users. Leading investors around the globe believe in our vision, and we’ve successfully raised over $320M to make our vision a reality.
 
Discover our culture here and get the inside scoop from our team here!
About the Role

We’re looking for a highly motivated Strategic Finance Associate to join our Finance team. This role will be based remotely anywhere in Canada. 

Reporting to the Director of Strategic Finance, you will be a part of the financial heartbeat of KOHO.

The Strategic Finance Associate will be instrumental in supporting strategic projects and capital raise initiatives to shape KOHO’s future. If you enjoy solving complex financial challenges that do not have well-defined solutions in a high-growth environment, this is the role for you.

What You’ll Do
  • You will own, develop and enhance KOHO’s financial models
  • You will support KOHO’s annual budgeting and quarterly forecasting processes, working with teams across the company to shape the roadmap to ensure KOHO is meeting its financial goals
  • You will support the Head of Banking in all analytics and materials preparation related to KOHO’s banking license application and ICAAP
  • You will support the Director of Strategic Finance, CFO, and CEO in all aspects of equity and debt capital raising, corporate valuation, and investor relations
  • You will support special projects, including investment analysis, business partnership evaluations, key contracts, and long-term financial planning
Who You Are
  • 3+ years of relevant experience in Finance, with emphasis on financial modeling, investment banking, corporate finance, or private equity
  • Professional designation preferred (e.g., CPA, CFA)
  • A self-starter who owns their work, commits themselves to greatness everyday, and proactively seeks to improve the status quo
  • Ability to multitask and adapt to a dynamic business 
  • Excellent communication and interpersonal skills, with the ability to collaborate effectively with cross-functional teams and senior level stakeholders
  • Ability to make recommendations with the big picture in mind, while executing analytics and reporting with a high degree of detail and accuracy
  • Database (SQL), VBA, or other programming knowledge is highly desirable

At KOHO, we are dedicated to providing pay transparency to all candidates. Compensation at KOHO is determined through various factors including but not limited to: comparable salary market data within Canada, technical skill assessment, a holistic view of previous work history, and internal pay equity with other KOHO team members.

Target Base Salary Range
$90,000$110,000 CAD
What's In It For You?
We invest time and resources into making sure KOHO is as good as the people we hire. Here are some of the reasons we attract the best people:
 
🧘‍♂️ Balance Your Life - Company-wide summer wellness days, winter holiday closure, personal days, a wellness spending account, and maternity & parental leave top-up
💻 Remote First - Work from anywhere in Canada with a budget to set up your home office
🆙 Level Up - Access to an in-house certified performance coach and an annual training budget
🙌 The KOHO Culture - We have won 7 "Great Place to Work ®" awards since 2019
🤝 Be an Owner - Every KOHO employee gets a generous amount of equity with a 10 year exercise window
 
The KOHO culture is one of collaboration, creativity, and diverse perspectives. We are committed to building and fostering an inclusive, accessible environment for everyone. If you have any questions, concerns, or requests regarding accessibility needs, please contact peopleaccessibility@koho.ca and the People and Culture team will be happy to help.
 
#LI-Remote

Required profile

Experience

Level of experience: Mid-level (2-5 years)
Industry :
Financial Services
Spoken language(s):
English
Check out the description to know which languages are mandatory.

Other Skills

  • Forecasting
  • Budgeting
  • Social Skills
  • Collaboration
  • Adaptability
  • Communication
  • Multitasking
  • Analytical Skills
  • Detail Oriented

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