Remote Manager, FP&A

Summary

Join Wealthsimple, Canada's largest fintech company, and contribute to our mission of helping everyone achieve financial freedom. In this Financial Planning & Analysis (FP&A) role, you will develop and maintain budgets, forecasts, and performance metrics. You will collaborate with various teams, analyze financial data, and prepare reports for both internal and external stakeholders. This position requires 6-8 years of FP&A experience, strong analytical skills, and excellent communication abilities. Wealthsimple offers a competitive salary, comprehensive benefits, and a remote-first work environment.

Requirements

• 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
• 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

Responsibilities

• 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

Preferred Qualifications

Hands-on experience with Adaptive Insights

Benefits

• Competitive salary with top-tier health benefits and life insurance
• Retirement savings matching plan using Wealthsimple Work
• 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
• Remote-first team