Manager, FP&A

Your career is an investment that grows over time!

Wealthsimple is on a mission to help everyone achieve financial freedom by reimagining what it means to manage your money. Using smart technology, we take financial services that are often confusing, opaque and expensive and make them transparent and low-cost for everyone. We’re the largest fintech company in Canada, with over 4 million users who trust us with more than $50 billion in assets.

Our teams ship often and make an impact with groundbreaking ideas. We're looking for talented people who keep it simple and value collaboration and humility as we continue to create inclusive and high-performing teams where people can be inspired to do their best work.

• 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

• 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 (hands-on experience with Adaptive Insights is an asset)
• 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

Why Wealthsimple?

🤑 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

We’re a remote-first team, with over 1,000 employees coast to coast in North America. Be a part of our Canadian success story and help shape the financial future of millions — join us!

Read our Culture Manual and learn more about how we work.

DEI Statement

At Wealthsimple, we are building products for a diverse world and we need a diverse team to do that successfully. We strongly encourage applications from everyone regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status. 

Accessibility Statement

Wealthsimple provides an accessible candidate experience. If you need any accommodations or adjustments throughout the interview process and beyond, please let us know, and we will work with you to provide the necessary support and make reasonable accommodations to facilitate your participation. We are continuously working to improve our accessibility practices and welcome any feedback or suggestions on how we can better accommodate candidates with accessibility needs.