Strategic Finance Associate - Capital Markets

We strongly encourage applications from people of colour, the LGBTQ+ community, people with disabilities, neurodivergent people, parents, carers, and people from lower socio-economic backgrounds.

If there’s anything we can do to accommodate your specific situation, please let us know.

About Cleo

Most people come to Cleo to do work that matters. Every day, we empower people to build a life beyond their next paycheck, building a beloved AI that enables you to forge your own path toward financial well-being.

Backed by some of the most well-known investors in tech, we’ve reached over 5 million users and plan to double that number each year... which is where you come in.

What you’ll be doing

We’re looking for a Strategic Finance Associate - Capital Markets to work closely with our CFO and Head of Strategic Finance in the U.S. & Canada. This is a brand new role to join our world-class, data-driven and tech-focused Finance team.

The Strategic Finance Associate - Capital Markets is expected to help with the planning and execution of all capital raising initiatives across both equity and debt capital markets. You will also collaborate with colleagues in Finance, Commercial, Product, Data and Lending in order to synthesize and communicate business financial and operational performance with senior leadership, investors and media partners.

Some of the things you'll get involved with:

• Contribute to board materials, fundraising materials, and other external reporting to advise investors and other key strategic partners on overall company financial health and performance
• Engaging with external stakeholders, such as banks and other partners, in both the equity and debt capital markets transactions
• Helping with the execution of all capital raising initiatives, such as future Series D equity funding, venture debt financing, and other debt facilities
• Supporting our Investor Relations and external business performance communications strategy
• Conducting competitor analysis benchmarking, comparable analysis and market research
• Work closely with the lending team to operationalize and support our lending performance data, dashboard and reporting into external partners and underwriters

What are we looking for?

• 2-4 years of experience in strategic finance, investment banking, private equity, consulting or venture capital; prior experience at high-growth technology or financial technology startups a plus
• Comfort creating and presenting materials to an executive audience - proven ability to synthesize key takeaways and easily communicate with key collaborators, cross-functional partners and senior leadership
• A strong understanding of equity and debt capital markets, financing structures and transactions
• Strong analytical, financial modeling and problem-solving skills; building and working with financial models and large data sets should come naturally
• A get sh*t done mindset; You have the ability to quickly pick up new concepts, and dive into a problem with a solutions-oriented, outcome-focused mindset – even with no prior background in the subject matter
• You're able and excited to conceive of and execute projects independently

Nice to have:

• A passion or previous experience in the Fintech sector, especially business models with a lending component
• Experience working for a Global company across different time-zones (you’ll be working with a both a US, Canada & UK team every day)

What do you get for all your hard work?

• A competitive compensation package (base + equity) with reviews every 6 months. You can view our public progression framework and salary bandings here: https://cleo-ai.progressionapp.com/ - This position is a COM3 level (salary bandings currently show in GBP, but the bands are roughly CAD / USD -equivalent. 
• Work at one of the fastest-growing tech startups, backed by top VC firms, Sofina, Balderton & EQT Ventures
• A clear progression plan. We want you to keep growing. That means trying new things, leading others, challenging the status quo and owning your impact. Always with our complete support.
• Flexibility: We can’t fight for the world’s financial health if we’re not healthy ourselves. We work with everyone to make sure they have the balance they need to do their best work.
• Work where you work best. We’re a globally distributed team. Our US/Canada team are fully remote but we encourage travel to our London HQ and we host an annual company offsite with all expenses paid.
• Other benefits:
  • 15 days annual leave a year + public holidays (+ an additional day for every year you spend at Cleo)
  • Check out our new benefits package here: https://web.meetcleo.com/blog/big-benefits-energy-the-latest-cleo-employee-benefits
  • 401k matching
  • Medical Insurance, Dental and Vision
  • Generous Parental Leave
  • 2 months paid sabbatical after 4 years at Cleo!
  • Regular socials and activities, online and in-person
  • We'll pay for your OpenAI subscription
  • Online mental health support via Spill
  • And many more!

Logistics

The application process for this role will consist of a video call with a member of the Talent team, followed by a video call with our Strategic Finance Associate (Scott Hanna). You'll then be asked to work on a take-home task ahead of a call with our Head of Strategic Finance (Kyle Booysens). Following this conversation, we'll invite you to two final conversations with our Chief of Staff (Emma Cohen) and a member of our Commercial Team, as well as with our CFO (Chung Ip), all remotely via Google Meet or Zoom.