Financial Analyst

Summary

Join Wealthsimple, a leading Canadian fintech company, and contribute to our mission of achieving financial freedom for everyone. This role involves assisting in budget development and maintenance, collaborating with business units on financial forecasting, performing variance analysis, supporting financial reporting, and preparing materials for external reporting. You will also contribute to ad-hoc projects and work with various teams to ensure data accuracy and completeness. The ideal candidate possesses 1-3 years of financial or analytical experience, strong analytical and problem-solving skills, proficiency in Excel and PowerPoint, and experience with data analysis and financial modeling. A passion for business processes, problem-solving, and continuous improvement is essential. This position offers a competitive salary, top-tier health benefits, retirement savings matching, generous paid time off, wellness and professional development budgets, and a remote-first work environment.

Requirements

• 1-3 years of experience in a financial or analytical role (FP&A experience is an asset)
• Good analytical and problem-solving skills with strong attention to detail; proficient in Excel (or Google Sheets) and PowerPoint (or Google Slides)
• Experience with pulling & analyzing data; developing financial modeling skills
• Ability to thrive in a fast-growing, dynamic environment
• A passion for understanding business processes and contributing to problem-solving
• A curious nature; if something seems off, flag it for investigation and assist in understanding the issue
• Good interpersonal skills and willingness to work collaboratively with team members; able to communicate effectively
• Good communication skills, including clear writing and the ability to present data effectively. Supports in conveying the story behind the numbers
• Openness to new ways of doing things and an interest in continuous improvement and supporting automation efforts
• Eager to learn, contributes ideas, and shows initiative in completing assigned tasks
• Honesty/integrity - Doesn't cut corners; does what is right

Responsibilities

• Assist in the development and maintenance of the annual budget, quarterly re-forecasts and monthly rolling forecasts, supporting the streamlining of the budgeting process
• Work with business units and Finance teams to gather inputs for monthly, quarterly, and annual expense forecasts
• Perform variance analysis on actuals to forecast and assist in identifying key drivers for review with senior team members
• Support the financial reporting team during month-end close by preparing data and reconciliations for accuracy and completeness of information
• Assist in the preparation of materials for external board reporting and other deliverables
• Provide assistance on ad-hoc projects

Preferred Qualifications

• Experience with financial planning software (e.g., Adaptive Insights) is a plus
• Familiarity with SQL and the ability to build basic queries to support analysis is a strong asset
• Prior experience working in or with financial institutions (e.g., banks, brokerages, or FinTechs) is considered an advantage

Benefits

• Competitive salary with top-tier health benefits and life insurance
• Retirement savings matching plan using Wealthsimple for Business
• 20 vacation days per year and unlimited sick and mental health days
• Up to $1,500 per year towards wellness and professional development budgets respectively
• 90 days away program: Employees can work internationally in eligible countries for up to 90 days per calendar year
• A wide variety of peer and company-led Employee Resource Groups (ie. Rainbow, Women of Wealthsimple, Black @ WS)
• Company-wide wellness days off scheduled throughout the year