Senior Accountant, Wealthsimple
Wealthsimple Investments Inc
Professional investing services made simple
Be an early applicant
Professional investing services made simple
1001+ employees
Be an early applicant
1001+ employees
Company mission
To help everyone achieve financial freedom.
Role
Who you are
- 3-5 years of full cycle accounting experience coupled with a Bachelor's degree in Accounting, Finance, or a related field
- CPA designation or equivalent experience
- Advanced knowledge of accounting principles
- Experience with applications and ERP systems, including Oracle, NetSuite, Excel, Word, Preset, and Google Suite
- Sound judgment with ability to manage conflicting priorities and provide advisory support
- Natural curiosity and investigative mindset to identify and resolve discrepancies
- Embraces innovation, automation, and continuous improvement initiatives
- Strong problem-solving skills with exceptional attention to detail
- Excellent communication skills with ability to connect across all organizational levels
- Ability to learn quickly, work under pressure, and meet strict deadlines in a fast-paced environment
- Work experience in a CIRO (Canadian Investment Regulatory Organization) member firm (asset)
- Canadian Securities Course completion (asset)
What the job involves
- Our teams ship often and make an impact with groundbreaking ideas
- We're looking for talented people who keep it simple and value collaboration and humility as we continue to create inclusive and high-performing teams where people can be inspired to do their best work
- We're looking for a highly motivated and detail-oriented Senior Accountant to join our team
- This role is crucial in ensuring the accuracy and timeliness of our month-end close process
- The ideal candidate is a strong communicator and collaborator who thrives in a fast-paced environment and possesses excellent analytical skills
- Own the monthly close process and support financial & regulatory reporting
- Act as subject matter expert on complex accounting issues and provide solutions as appropriate
- Serve as the go-to person for financial reporting and monthly close presentations, including preparing variance analyses and commentary on financial results
- Perform complex analysis and articulate the financial & regulatory implications
- Identify and implement process improvements and automation within the accounting function to enhance efficiency and accuracy
- Support new initiatives and new product launches
- Manage relationships with various internal and external stakeholders and be the first touchpoint for issues and resolutions
- Participate in year-end audits and other audits, preparing supporting workpapers and promptly addressing questions
- Assist with ad hoc projects and other duties as assigned
Our take
Wealthsimple is one of a crop of robo-advisors trying to democratize investment management. These companies are disrupting the industry by automating many of the processes involved in investment removing the need for human advisors.
But while other so-called robo-advisors are focused on courting the high end of the market, Wealthsimple is trying to provide the same types of tools and advice to all users, regardless of the amount they have to invest.
Wealthsimple does have higher fees than some other robo-advisors such as Betterment and Charles Schwab. However, the company believes that it provides a more user-friendly platform, tailored to millennials who will be attracted to Wealthsimple due to its ease of use and social impact offerings.
Kirsty
Company Specialist at Welcome to the Jungle
Insights
-10% employee growth in 12 months
Company
Funding (last 2 of 8 rounds)
May 2021
$542.8m
LATE VC
Oct 2020
$87m
LATE VC
Total funding: $843.4m
Company benefits
- Retirement savings matching plan through Wealthsimple Work
- Company equity for full-time employees
- Access to Premium Client perks, including personal finance learning & advice and a boosted interest rate on deposits
- Paid parental leave (6 months topped up to 100% of salary)
- 20 vacation days per year
- 90 Days Away program
- Top-tier health benefits
- Life & disability insurance
- Generous sick and mental health days
- Employee resource plan including services like RMT, psychology, and physiotherapy
- Up to $5,000 per year for mental health supports
- Gender Affirmation benefits
- Up to $1,500 per year for professional development
- Up to $1,500 per year for wellness and home office expenses
- Employee resource groups
- Social impact hours
Company HQ
Fashion District, Toronto, ON
Leadership
Michael Katchen
(CEO)Previously worked as a Business Analyst at McKinsey and then at Ancestry.com as Country Director for Canada.
Salary benchmarks
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