Strategic Finance Associate

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 millions of people to support them throughout their financial lives, from their first paycheck to their first home and beyond. We're hitting headlines too. This year, Forbes named us as one of their Next Billion Dollar Startups, and we were crowned the 'Hottest Tech Scaleup' at the Europas.

Follow us on LinkedIn to keep up to date with new product features and insights from the team.

• Communicating real-time results and latest scenario planning analysis directly to the CEO Office and wider leadership team members to ensure alignment and to support company-wide strategic decision-making 
• Working with the Commercial, Credit, Data, Finance, Growth, Partnerships, and People teams to create dynamic multi-scenario forecasts and cohort models, and other ad hoc financial analyses such as variance investigation
• Contributing to board materials, fundraising materials, and other external reporting to advise investors and other key strategic partners
• Supporting equity and debt fundraising activities in the lead-up to our future Series D, including engaging with external stakeholders such as investors, banks, and other partners
• Regular reporting on key metrics to senior management & the Board, and supporting our Investor Relations and external business performance communications strategy
• Assisting with the Finance team’s monthly, quarterly, and annual reporting processes
• Leading projects to develop & future-proof the Finance function by exploring new tools and ways to automate manual processes
• Conducting competitor analysis benchmarking, comparable analysis, and market research

• 3+ years of experience in strategic/corporate finance, investment banking, private equity, consulting, or venture capital
• Comfort creating and presenting materials to an executive audience - proven ability to communicate key takeaways to cross-functional partners and senior leadership
• Demonstrated problem-solving & analytical capabilities - clarity of thought to cut through the noise & identify what actually matters
• Ability to develop creative solutions for challenging, open-ended problems – even with no prior background in the subject matter
• Strong financial modeling skills - ad hoc analysis and building & maintaining complex models using large data sets should come naturally
• A get sh*t done mindset; you’re able and excited to conceive of projects independently and deliver at pace with limited resources
• An understanding of equity and debt capital markets, financing structures, and transactions

• Previous experience in, or a passion for, the Fintech sector, especially high-growth startups or business models with a lending component
• Experience working for a Global company across different time zones (you’ll be working with both a UK & North American team every day)

What do you get for all your hard work?

• A competitive compensation package (base + equity) with reviews every 8 months. You can view our public progression framework and salary bandings here: https://cleo-ai.progressionapp.com/ - This position is a STF3 level and we can pay £69k - £89k p.a., depending on experience. 
• Work at one of the fastest-growing tech startups, backed by top VC firms like 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 treat you as humans first, employees second. Because we can’t fight for the world’s financial health, if we’re not healthy ourselves. This means all the usual perks but it also means flexibility. We take pride in being a flexible workplace that trusts our Cleople to deliver their best work, giving you the autonomy to structure your day around morning drop-offs to school or daily dog walks.
• Hybrid-first: Join our hybrid-first team, where we blend the best of both remote and in-office work. We expect our team members to be in our London office 1-2 times a week. On Thursdays, we buy you lunch but you can come to the office on whichever days work best for you!
• Other benefits;
  • 25 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
  • 6% employer-matched pension in the UK
  • Company-wide performance reviews every 8 months e.g every 2 terms, in line with our termly cycles (Jan-April, May-Aug, Sept-Dec):
    • Generous pay increases for high-performers and high-growth team members
    • Equity top-ups for team members getting promoted
  • Private Medical Insurance via Vitality, dental cover, and life assurance
  • Enhanced parental leave
  • 1 month 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!