Senior Analyst, Strategic Finance – FP&A

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Wealthsimple

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 2014

💳 Fintech

🏦 Banking

💸 Finance

🔥 Funding within the last year

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

Fintech • Banking • Finance

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

• Build and maintain integrated 3-statement financial models with 5-year projection horizons • Own scenario and sensitivity analysis tied to key business drivers • Translate strategic initiatives into quantified financial impacts • Maintain a living comps universe of public fintech, brokerage, and wealth management peers • Analyze peer 10-Ks, 10-Qs, and earnings transcripts • Produce valuation benchmarking that informs internal capital allocation • Build bottoms-up and top-down TAM frameworks across product verticals • Size market opportunities using primary regulatory, census, and industry data • Help define and stress-test key performance metrics • Serve as an analytical resource for board materials and executive presentations • Evaluate capital allocation decisions against our investment framework

🎯 Requirements

• 2–4 years in investment banking, equity research, transaction advisory, strategic finance (or equivalent intensity) • Ability to build an integrated 3-statement model from scratch • Deep comfort with public company filings (10-K, 10-Q, proxy, S-1) • Understanding of capital allocation, return hurdles, and economic trade-offs • Strong command of Excel/Google Sheets; SQL or BI tool experience is a plus but not required • Self-sufficient and independent • Clear written and verbal communication skills • Genuine interest in fintech, capital markets, or financial services

🏖️ Benefits

• Top-tier health benefits and life insurance • Long-term group savings with employer match, through Wealthsimple for Business • 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year • 90 days away: work outside Canada for up to 90 days per year • Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS