Remote Senior Financial Analyst

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