Senior Associate, Treasury Reporting And Analytics

Summary

Join Wealthsimple's Treasury team as an analytical professional with strong SQL and Excel skills. You will develop and maintain financial analytics and reports, collaborate with cross-functional teams, design data-driven dashboards, and drive complex projects. This role requires strong analytical and problem-solving skills, excellent communication, and experience in financial analysis. A bachelor's degree in a related field and 3+ years of experience are necessary. Wealthsimple offers competitive benefits, including health benefits, retirement savings matching, generous paid time off, wellness and professional development budgets, an international work program, and employee resource groups.

Requirements

• Bachelor's degree in Finance, Economics, or related field
• 3+ years of experience in financial analysis or similar role
• Advanced proficiency in SQL and Excel
• Strong analytical and problem-solving skills
• Excellent verbal and written communication abilities
• Demonstrated experience in creating clear, impactful dashboards
• Ability to manage multiple projects and priorities effectively

Responsibilities

• Develop and maintain comprehensive financial analytics and reports to support regulatory compliance and strategic decision-making
• Collaborate with cross-functional teams (including Product, Engineering, Data Science, and Finance) to optimize workflows and drive project success
• Design, build, and refine intuitive, data-driven dashboards that provide actionable insights for various stakeholders
• Lean in to drive complex projects within Treasury Cash and Collateral Management, facilitating communication and problem-solving across teams
• Conduct in-depth analysis to inform critical business decisions related to Treasury operations and strategy
• Identify and implement process improvements that enhance efficiency and accuracy in financial reporting and analysis

Preferred Qualifications

• Financial modeling, coding/automation, ability to contribute to a data model, and experience with business intelligence tools (Power BI, Superset)
• Experience in credit products, prepaid cards or other spend operations functions

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