Strategic Financial Analyst

**Are you ready to embark on a career that truly affects people around the world? Trulioo invites you to be a catalyst for change in the dynamic realm of digital identity verification. As the global front-runner in our industry, we are redefining how businesses grow, innovate and comply online.** Picture yourself at the forefront of innovation, contributing to our award-winning platform that enables organizations worldwide to quickly onboard customers, optimize costs and combat fraud. Fueled by Silicon Valley support, Trulioo stands as the trusted platform that can verify more than 5 billion people and 700 million business entities spanning 195 countries. But Trulioo is more than a tech company. We are a united force of dedicated experts committed to establishing trust online - and we’re proud to be recognized as a **BC Top Employer for the second consecutive year**, reflecting our commitment to an inclusive, collaborative, and people-first workplace. Headquartered in Vancouver and with strategic hubs in San Diego and Dublin, we foster a culture of collaboration and open communication. Our offices support a hybrid model and staff typically work three days per week at a hub location. Join us where excitement meets innovation and contribute to a world where trust and technology unite. **What We Offer** - **Comprehensive Benefits:** We provide a robust benefits package for full-time, permanent employees, including health, dental, and vision coverage, retirement plans with company match, paid time off, parental leave, and an annual education & training stipend (equivalent to $1,000 in local currency). Specific benefits may vary by location and will be discussed further during the interview process. - **Flexible Hybrid Working Environment:** Our offices are designed to support both collaboration and flexibility. Enjoy weekly lunches, quality coffee, and regular social events. Many locations also feature parent rooms, on-site gyms, comfortable lounges, and adaptable workstations to support your comfort and productivity. - **Wellness:** We care about your well-being. Team members have access to wellness workshops and events, as well as a complimentary Headspace subscription to help you stay focused, grounded, and energized. - **Employee Resource Groups:** Belonging is an important part of doing your best work. Our ERGs provide an inclusive space, support and community for employees of diverse backgrounds and allies. We host informative, fun sessions and celebrations that are often open to the entire organization. ## **Position Summary**: Reporting to the VP, Financial Planning & Analysis, the Strategic Financial Analyst will be the financial architect for Trulioo’s biggest strategic bets, working side-by-side with the VP of FP&A. This isn't a reporting FP&A role, it’s a high-ownership position where you’ll build the models that actually drive our strategic growth, forecasting, and capital allocation. You’ll live in the data, breaking down unit economics and stress-testing assumptions until you find the hidden levers that move the needle. We want an AI-native analyst that uses AI as a daily tool for automating repetitive tasks, and surfacing patterns in complex transaction data. You should comfortably integrate Claude or similar tools to accelerate your workflow, prompt financial models, and analyze data outputs. You view AI as an essential asset that adds real leverage to financial analysis, driving better forecasts and reporting, faster iteration, and amplified analytical rigour. This will be a full-time, permanent position working out of the Vancouver office on a hybrid model (3-days per week in the office). ## **What You’ll Be Doing**: **Financial Planning, Performance & Reporting** - **Budgeting & AOP**: Lead the annual operating planning process for your business segment, working across departments to build realistic, data-driven financial targets that align with company strategy. - **Rolling Forecasting**: Manage and refine rolling forecasts to provide leadership with dynamic, forward-looking insights that adapt to changing business conditions. - **Performance Tracking & Variance Insights**: Analyze monthly and quarterly results against prior periods and budgets, breaking down and escalating major variances with clear strategic context. - **Executive & Board Communications**: Collaborate with the VP of FP&A to craft clear, compelling financial narratives, KPI dashboards, quarterly board materials and investor updates. **Strategic Analysis & Growth Initiatives** - **Unit Economics & Margin Optimization**: Deeply analyze margin drivers, such as transaction volumes, pricing structures, and product mix, to evaluate levers that impact EBITDA. - **Cross-Functional Partnership**: Serve as the strategic financial voice across the organization, partnering with leaders in Sales, Product, Operations, and Customer Success to model growth initiatives. - **Strategic & M&A Modeling:** Construct sophisticated multi-scenario financial models to guide corporate development, M&A diligence, integration, and strategic expansion initiatives. **Data, AI & Infrastructure** - **KPI Frameworks & Dashboards**: Maintain accountability across the organization by defining key metrics for unit economics and efficiency, establishing automated dashboards to measure what matters. - **Data Governance & Analytics**: Ensure the absolute integrity of financial datasets by aggregating information from diverse sources and partnering across the organization to enhance transactional data flows. - **AI Integration & Automation**: Leverage advanced LLMs and AI tools to accelerate workflows, automate reporting pipelines, optimize forecasting models, and flag transaction anomalies. ## **What You’ll Bring:** **FP&A & Strategic Finance** - 2–3 years of hands-on analyst or FP&A experience in fintech, payments, or transaction-focused industries. - Deep modeling expertise: Adept at modeling unit economics, transaction volumes, and pricing structures. - Metrics & Profitability mastery: Deep understanding of cohort profitability, CAC/LTV dynamics, and the precise bottom-line impact of minor pricing adjustments. **Corporate Development & M&A** - 1–2 years of experience within corporate development, private equity, or junior investment banking. - Diligence & Leadership exposure: Firsthand experience building and defending robust financial models during due diligence and high-level leadership meetings. **Attention to Detail and Rigour** - Commitment to meticulousness defines your work style. - You naturally detect discrepancies in complex, 100-line models that others overlook, and you annotate your assumptions with the clarity of code comments. Identifying data logic errors or broken reasoning across multi-tab sheets is second nature to you. - Knowing how easily a single flawed variable can distort entire projections, you routinely stress-test models by working backward from the final outputs. **AI-Native Mindset** - Leveraging Claude or similar tools to accelerate deliverables is second nature to you. - You have practical experience prompting financial models, interpreting data outputs, and automating routine analytical tasks. - Constantly seeking out novel applications, you evaluate how AI can introduce substantial leverage into financial analysis and reporting. **Intellectual Curiosity** - You're curious. You ask why. You read financial results like a puzzle to solve. - You want to understand what drives outcomes, not just report them. ## **Nice to Have** **Corporate Development & M&A** - 1–2 years of experience within corporate development, private equity, or junior investment banking. - Diligence & Leadership exposure: Firsthand experience building and defending robust financial models during due diligence and high-level leadership meetings. ## **Interview Process:** At Trulioo, we strive to create an interview experience that is transparent, engaging, and respectful of your time. Our process is designed to help us learn more about your skills and experience while giving you insight into our team, culture, and the impact of the work we do. Here's what you can expect throughout the interview process: - Recruiter Interview: 30 minutes - Hiring Manager Interview: 45 minutes - Panel Assessment: 90 minutes **Thriving at Trulioo** At Trulioo, you’re not just an employee. You’re a valued member of our Trulicrew on a journey of professional and personal growth with a world-class organization. With Trulioo, you have the power to revolutionize the intersection of technology, digital trust and online identity to open the global economy to everyone. Together, we can shape the digital future. We’re on the lookout for exceptional people to empower with trust, autonomy and the freedom to cultivate their potential. Your curiosity, meticulous attention to detail and passion to contribute are highly valued. If that resonates with you, apply today to become a part of our team. Join us in shaping a future where your career isn’t just a journey but also a boundless exploration into the possibilities of technology and digital identity verification. Get an inside look at life at Trulioo by following us on [LinkedIn](https://ca.linkedin.com/company/trulioo), or learn more about us at [](http://www.trulioo.com) *If you don’t see yourself fully reflected in every job requirement listed on the posting above, we still encourage you to reach out and apply. Research has shown that minorities and underrepresented groups often only apply when they feel 100% qualified. We are committed to creating a more equitable, inclusive and diverse company and we strongly encourage applicants of all genders, ages, ethnicities, cultures, abilities, sexual orientations, and life experiences to apply.* *Trulioo welcomes applications from people with disabilities. Support is available upon request for candidates taking part in all aspects of the selection process. Finally, we know from time-to-time emergencies happen and you may need to reschedule an interview - we understand and encourage you to be in communication without worrying about losing the opportunity or your credibility.* **Privacy Notice** As part of our job application process, Trulioo collects, processes, and discloses personal data for the purpose of identifying suitable candidates for our job openings. For more detail, please visit Trulioo’s [Website Privacy Policy](https://www.trulioo.com/website-privacy-policy) in the section “When you apply for a job”.