Senior Manager, Finance Systems – Program Delivery

🕒 May 13

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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 a risk-rated, rolling 18-month roadmap across all Controllers programs — sequenced by control risk, efficiency impact, and strategic priority, not just what's loudest in the current quarter. • Develop a consistent prioritization framework that quantifies the cost of inaction: control exposure, manual effort, audit risk, headcount cost, so that investment decisions are grounded in real data. • Present roadmap and investment cases to Finance leadership with a clear point of view and trade-offs. • Facilitate and document discovery sessions with Controller teams to surface operational debt, process gaps, and control weaknesses. • Diagnose operational debt across Controllers and design scalable workflows with embedded controls and automation. • Own end-to-end program delivery from scoping through go-live, leading requirements gathering, UAT, operational rollout, training, and change management to ensure benefits are fully realized. • Serve as the Finance-side counterpart to Enterprise Systems (IT), consolidating and prioritizing Controller's demand into structured, well-scoped requests that Engineering and IT can act on. • Advocate for and secure Engineering and IT capacity for Finance-critical programs, building the business case, managing the relationship, and holding delivery accountable. • Identify automation and AI use cases across Finance workflows and work with our internal AI Builder to scope and deliver solutions. • Keep FP&A and Treasury counterparts informed on roadmap progress and investment priorities, ensuring alignment across shared systems infrastructure. • Serve as the primary Finance owner for Controllers systems — NetSuite, Workiva, FloQast, Zip, Float, and AuditBoard — ensuring they are well-governed, fit for purpose, and continuously improving. • Act as the point of escalation for complex Finance systems issues, providing direction and resolution.

🎯 Requirements

• Deep Finance domain knowledge — you understand how AP, procurement, month-end close, reporting, and tax processes work, and how system changes ripple across controls and financials. • 7+ years in Finance systems, Finance operations, or program delivery — ideally in a fintech or high-growth environment with strong governance, audit readiness, and institutional reporting standards. • Hands-on experience with enterprise Finance systems; exposure to NetSuite, Workiva, FloQast, or similar platforms is a strong asset. You don't need to be a developer — you need to know enough to ask the right questions and hold IT accountable. • The ability to build cases that Finance leadership can stress-test, and walk into every room with a recommendation — not just a status update. • Proven ability to earn trust across Finance teams — people come to you because they see you as the expert who understands their world and can help them solve the right problems. • Excellent communication skills — you can translate operational detail into executive framing, strategies, ROI/trade-offs. • CPA, PMP, or equivalent professional designation is an asset, not a requirement.

🏖️ 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