In this role you'll have the opportunity to:- Develop and maintain annual budget and quarterly re-forecasts, including streamlining the budgeting process
- Work closely with the business units and Finance teams to develop monthly, quarterly and annual expense forecasts
- Work with the People Ops team to develop and track payroll expenses and related metrics
- Perform variance analysis on actuals to forecast and provide actionable insights to the business based on variance analysis
- Assist financial reporting team during month end close for accuracy and completeness of information
- Prepare external board materials and other deliverables
- Provide assistance on ad-hoc projects
Skills you'll bring:- 6-8 years of experience in a financial role (FP&A experience required)
- Strong analytical and problem-solving skills with superior attention to detail; has very strong excel (or google sheets) and powerpoint (or google slides) skills (hands-on experience with Adaptive Insights is an asset)
- Ability to establish, track, and evaluate performance metrics
- Hands-on experience with pulling & analyzing complex data; strong financial modeling skills
- Ability to thrive in a fast growing dynamic environment
- A passion for solving challenging and impactful problems; getting into the weeds by understanding the how and why of business processes
- A curious nature; if something seems off, take immediate actions to figure out what's going on
- Excellent interpersonal skills and willingness to work in collaboration with various team members; possess the confidence and tact required to express views to both senior stakeholders and peers
- Strong communication skills including effective writing skills and the ability to communicate complex ideas in a simple & easy-to-understand way; the ability to accurately tell the story behind the numbers in a compelling manner
- Confidence to embrace new ways of doing things, including automating functions and looks for continuous improvement
- Has new ideas to bring to Wealthsimple and acts without being told what to do
- Honesty/integrity - Doesn't cut corners; does what is right
🌸 Top-tier health benefits and life insurance
Long-term group savings with employer match, through Wealthsimple for Business
20 vacation days, 4 wellness days, and unlimited sick and mental health days per year
90 days away: work outside Canada for up to 90 days per year
Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS
We are a hybrid team with over 1,500 employees across North America. The people are one of the best parts of working here: you'll collaborate with incredibly talented, curious, and driven teammates who are deeply committed to doing great work.
Technology & Innovation at Wealthsimple: We move quickly and build thoughtfully. That means we're always looking for better ways to work - whether that's new tools, AI, or rethinking how we approach a problem. We don't expect you to have all the answers, but we do expect curiosity and a willingness to evolve alongside the products we're building.
