Manager, FP&A

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🔥 4 hours ago

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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

• 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

🎯 Requirements

• 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.

🏖️ 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