Associate Treasury Reporting, Analytics

🔥 16 minutes ago

🇨🇦 Canada – Remote

💵 $54.4k - $68k / year

⏰ Full Time

🟡 Mid-level

👻 Ghost score 0%

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Wealthsimple

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 2014

💼 Consulting

🛡️ Insurance

💳 Fintech

🔥 Funding within the last year

💰 $393M Series E - Wealthsimple on 2025-10

Consulting • Insurance • Fintech

Wealthsimple is a Canadian financial technology company that provides consumer banking, investing, and wealth management services. It offers chequing accounts, savings, credit cards, self-directed trading (stocks, ETFs, options), cryptocurrency trading, managed portfolios, tax services, and advisory wealth management for high-net-worth clients. Wealthsimple combines digital-first banking and low-fee investing products aimed at retail customers, along with tools and educational content to support personal finance.

📋 Description

• Develop financial analytics and reports supporting regulatory compliance and strategic decision-making • Extract, analyze, and report treasury data using internal systems and Kyriba Treasury Management System • Collaborate with Product, Engineering, Data Science, and Finance teams and use in-house AI tools to optimize workflows • Design, build, and refine data-driven dashboards • Manage recurring reporting deliverables, stakeholder expectations, and quality standards • Support complex Treasury Cash and Collateral Management projects • Conduct SQL-based analysis to inform Treasury operations and strategy • Identify and implement process improvements for financial reporting and analysis • Translate business requirements into technical reporting solutions and optimize report performance with IT and data teams

🎯 Requirements

• Bachelor's degree in Finance, Economics, or related field • 3+ years of experience in financial analysis or a similar role • 2+ years of hands-on experience with Kyriba Treasury Management System • Advanced proficiency in SQL and Excel • Strong analytical and problem-solving skills • Excellent verbal and written communication abilities • Ability to manage multiple projects and priorities effectively • Demonstrated experience in Treasury and financial operations, banking and payments, or related operations roles • Experience managing end-to-end report lifecycles and multiple reporting deliverables • Experience translating business requirements into technical reporting solutions • Financial modeling, coding/automation, data modeling, and Power BI or Superset experience preferred • Legally eligible to work in Canada

🏖️ Benefits

• Top-tier health benefits and life insurance • Long-term group savings with employer match, through Wealthsimple for Business • 20 vacation days per year • 4 wellness days per year • Unlimited sick and mental health days per year* • Work outside Canada for up to 90 days per year* • Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS • Equity compensation for permanent employees • AI-supported hiring process with opt-out interview recording; opting out does not impact candidacy