Remote Senior Financial Analyst

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Wealthsimple

πŸ“Remote - Canada

Job highlights

Summary

This job description is for a Financial Planning & Analysis (FP&A) role at Wealthsimple, a fast-growing Canadian fintech company. The role involves developing and maintaining budgets, forecasting expenses, variance analysis, financial reporting, and assisting with ad-hoc projects. The ideal candidate has 4-6 years of experience in a financial role, strong analytical skills, proficiency in Excel or Google Sheets, PowerPoint or Google Slides, and financial modeling skills.

Requirements

  • 4-6 years of experience in a financial role (FP&A experience required)
  • Strong analytical and problem-solving skills with superior attention to detail
  • 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
  • Strong communication skills including effective writing skills and the ability to communicate complex ideas in a simple & easy-to-understand way
  • 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
  • Work closely with the business units and Finance teams to develop monthly, quarterly and annual expense forecasts
  • Perform variance analysis on actuals to 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

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
This job is filled or no longer available

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