Vice President of Financial Planning and Analysis

Summary

Join Wealthsimple as the Vice President of Financial Planning and Analysis (VP, FP&A) and lead our senior leadership team. You will oversee financial planning, budgeting, and develop finance into a strategic business enabler. Collaborate with the executive team and business leaders to translate financial insights into actionable strategies. This role demands a strategic thinker with expertise in financial modeling, budgeting, forecasting, and performance analysis. You will lead and develop a high-performing FP&A team, fostering a culture of collaboration and operational excellence. Success in this role requires a proven ability to influence cross-functional teams and deliver results that drive long-term growth.

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, or a related field
• 12+ years of experience in financial planning and analysis, with at least 5 years in a leadership role leading a large team, ideally with a mix in both private and public organizations
• Proven track record of driving business performance and financial results in a dynamic, fast-paced environment, ideally in the fintech, technology, or financial sectors
• Deep experience in financial modeling, forecasting, and financial reporting tools
• Proven ability to design and lead an efficient annual budgeting and planning process, collaborating effectively with cross functional partners
• Advanced analytical skills, with the ability to interpret complex financial data and communicate insights clearly to executive leadership
• Excellent leadership and interpersonal skills, with a demonstrated ability to lead and develop high-performing teams
• Experience with financial systems (e.g. Adaptive Insights, Netsuite)

Responsibilities

• Act as a critical partner to the Wealthsimple leadership team, ensuring that financial data, insights, and strategy are integrated into key business decisions
• Leverage finance as a tool to enable business outcomes such as revenue growth, margin improvement, and capital return optimization
• Provide financial guidance and analytical support for key strategic initiatives including new product launches, GTM initiatives, and partnerships
• Ensure that financial strategies are aligned with business objectives and growth opportunities
• Lead and develop a high-performing FP&A team, fostering a culture of collaboration, strategic thinking, and operational excellence
• Partner closely with key stakeholders, including Product, Engineering, and GTM to ensure financial goals and initiatives are embedded in operational decision-making across the organization
• Lead the development and execution of long-term financial strategies, annual budgets, and multi-year financial plans that reflect the company’s growth ambitions
• Drive a scalable and consistent budgeting and forecasting process, ensuring alignment with business priorities and resource allocation
• Develop and lead the creation of financial models and forecasts to evaluate the financial impact of strategic decisions
• Use sensitivity analysis and scenario planning to inform leadership on potential risks and opportunities
• Provide regular, in-depth financial analysis and reporting on key performance metrics
• Use data to provide recommendations for business improvements and adjustments to meet financial goals
• Define, track, and communicate financial KPIs that measure the performance of both corporate and operational goals
• Work with business leaders to ensure that financial metrics are aligned with their strategic objectives and that actions are taken to drive positive business outcomes
• Serve as a critical resource for decision-making, providing insights into cost management, pricing strategies, capital expenditures, and other financial matters that directly impact the company’s bottom line
• Use financial analytics to optimize pricing, cost structures, and resource allocation
• Help maximize long-term shareholder value by driving financial efficiency, capital discipline, and risk management
• Guide the leadership team in making data-driven investment decisions and balancing short-term financial goals with long-term strategic growth

Preferred Qualifications

MBA or advanced degree