Senior Associate, Treasury Reporting and Analytics

🔥 0 minutes ago

🇨🇦 Canada – Remote

💵 CA$69.6k - CA$87k / year

⏰ Full Time

🟠 Senior

👻 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

• Own daily bank reconciliations across Treasury accounts and payment rails • Investigate reconciliation breaks and work with cross-functional teams to resolve them • Collaborate with Product, Engineering, Data Science, Finance, and other teams • Use in-house AI tools to optimize workflows and drive project success • Act as a key stakeholder in resolving higher-risk issues • Maintain or develop reporting deliverables with varying frequencies • Manage stakeholder expectations and ensure consistent quality standards • Support complex Treasury Cash and Collateral Management projects • Conduct in-depth analysis using SQL, AI, and other tools to inform Treasury operations and strategy • Use AI tools responsibly within Wealthsimple's internal controls • Maintain reporting and workflow-optimization projects to make reconciliation faster, clearer, and more scalable • Surface root causes behind recurring reconciliation breaks • Lead reporting and workflow improvements

🎯 Requirements

• Bachelor's degree in Finance, Economics, or related field • 3+ years of experience in financial analysis or similar role • Demonstrated success in Treasury and financial operations, banking and payments, or related operations roles • Proven experience overseeing end-to-end report lifecycle management • Ability to manage multiple reporting deliverables with varying frequencies and stakeholder groups • Strong proficiency in SQL for extracting, analysing, and reporting on financial data • Experience with a treasury management system such as Kyriba or similar • Familiarity with BI tools such as Power BI or Superset • Ability to translate business requirements into technical reporting solutions • Strong analytical and problem-solving skills • Excellent written and verbal communication skills • Ability to manage multiple projects and priorities effectively • Comfort navigating ambiguity without a set playbook • Financial modeling, coding/automation, ability to contribute to a data model, and experience with business intelligence tools is 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 • 4 wellness days • 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 • Hybrid team environment with collaboration across North America