Allocation analyst Jobs in Richmond, BC

Financial Analyst

Base Salary: $50,000 – $60,000 CAD + bonus + meaningful equity

Location: Remote-first (Canada/US preferred), optional in-person collaboration in Vancouver

The Opportunity

We’re hiring a high-potential Financial Analyst to join the FP&A function of a dual-listed (TSX/NASDAQ) fintech company operating across lending, payments, and capital allocation.

This is not a traditional entry-level finance role.

You will work directly on:

• financial models
• forecasting
• business performance
• capital allocation

…and partner closely with senior finance leadership, including the Director of Finance and CFO.

About Orion

Orion is a dual-listed fintech company (TSX/NASDAQ) focused on building financial infrastructure across wealth, payments, and capital allocation. The company is evolving toward a model where capital allocation is a core capability - integrating a long-term investing platform, global payments infrastructure, and an actively managed treasury strategy. This results in a business with non-trivial accounting and financial complexity, spanning financial instruments, multi-entity operations, and capital deployment decisions.

Orion is founder-led and operates with a focus on discipline, long-term value creation, and thoughtful balance sheet management. In this environment, finance and accounting are not support functions - they are central to how performance is measured, decisions are made, and the business is understood by public market investors.

Why This Role Matters

• Work directly on forecasting, modeling, and business performance analysis
• Build a deep understanding of how a multi-product fintech operates
• Gain exposure to lending, payments, and capital allocation within a public company
• Develop strong financial modeling and analytical skills early in your career
• Contribute to real outputs used by leadership
• Help shape how the business is understood internally and externally through financial insights
• Help build a modern FP&A function leveraging automation and AI

What You’ll Own

1. Financial Modeling & Forecasting

• Build and maintain financial models across business lines
• Support budgeting, forecasting, and long-range planning
• Update key assumptions and business drivers
• Assist with scenario analysis and capital allocation decisions
  

2. Performance Analysis

• Track and analyze performance across lending, payments, and wealth
• Identify trends, drivers, and key variances
• Develop metrics and reporting to monitor business performance

3. Reporting & Decision Support

• Support preparation of materials for CFO and leadership
• Contribute to internal reporting and performance discussions
• Translate financial and operational data into clear, structured insights

4. Build & Improve

• Improve models, reporting, and data structures
• Identify opportunities to automate and streamline workflows
• Leverage AI and modern tools to improve speed, quality, and scalability of analysis

What You Bring

Core Attributes

• Strong analytical ability — you can break down problems and think clearly
• Intellectual curiosity — you want to understand how businesses actually work
• Ownership mindset — you take responsibility and follow through
• Comfort with ambiguity — you can operate without perfect structure
• Strong work ethic — you are willing to go deeper than average

Background

• Undergraduate degree in business, finance, economics, engineering, math, or related field
• Strong track record of high performance (e.g., academics, internships, or projects)
• Internship experience in finance, consulting, banking, or a relevant analytical role preferred
• Strong Excel skills (or demonstrated ability to learn quickly)
• Interest in data, systems, and AI tools
• Ability to work with large datasets or build structured analyses (Excel, SQL, Python, or similar)
• Evidence of self-driven learning (e.g., building models, side projects, competitions, research)

What Success Looks Like (12 Months)

• You can independently update and maintain financial models
• You understand the key drivers of the business across multiple segments
• You contribute meaningfully to forecasting and performance tracking
• Your analysis is used in decision-making by the finance team
• You have improved at least one model, dataset, or workflow

Compensation

• Base Salary: $50,000 – $60,000 CAD
• Performance-based bonus
• Meaningful equity participation aligned with long-term value creation

Final Note

This is a role for people who want to:

• build strong analytical skills
• take ownership early
• learn how a business actually operates

This role is designed as a starting point for accelerated growth, not a static position.

Benefits of working with us:

• Fully Remote Work - Unless otherwise specified in the job posting, Orion offers flexible remote work, supported by the tools and resources needed to succeed.
• Comprehensive Health Benefits - Access to medical, dental, and vision coverage plus a Health Spending Account
• Stock Options - Meaningful equity participation aligned with long-term value creation and company growth
• Flex Vacation - Benefit from paid time off, including vacation and personal days
• Wellbeing Programs - Access counselling services, mental health support, and additional wellness resources