Senior Strategic Finance & FP&A Analyst, Wealthsimple

• We're looking for a Senior Analyst with an investment banking or advisory background to bring institutional-grade modeling, valuation, and analytical rigor to our FP&A function
• This role is for someone who can build a 3-statement integrated financial model from a blank workbook, tear apart a 10-K in an afternoon, and pressure-test the assumptions behind a $50M capital allocation decision — all with minimal hand-holding
• 2–4 years in investment banking, equity research, transaction advisory, strategic finance (or equivalent intensity). You've lived in Excel under pressure and it shows
• You can build an integrated 3-statement model from scratch — not just update templates. DCF, LBO, and comps are second nature
• Deep comfort with public company filings (10-K, 10-Q, proxy, S-1). You know where to find what matters and how to contextualize it
• You think in terms of capital allocation, return hurdles, and economic trade-offs — not just revenue growth
• Strong command of Excel/Google Sheets. SQL or BI tool experience is a plus but not required
• Self-sufficient and independent. You take ambiguous problems and come back with structured, defensible answers — not a list of clarifying questions
• Clear written and verbal communication. You can translate complex analysis into a narrative that a non-finance executive would follow
• Genuine interest in fintech, capital markets, or financial services. You want to understand the business, not just model it

Desirable

• Wealthsimple is building Canada's leading financial platform — spanning brokerage, banking, crypto, and wealth management — and we're entering a phase where the quality of our financial analysis needs to match the ambition of what we're building
• You'll work across long-range planning, competitive intelligence, market sizing, and stakeholder analytics as we continue to scale
• Long-Range Financial Modeling:
• Build and maintain integrated 3-statement financial models (income statement, balance sheet, cash flow) with 5-year projection horizons
• Own scenario and sensitivity analysis tied to key business drivers — client growth, AUM mix, take rate, and unit economics by product line
• Translate strategic initiatives into quantified financial impacts with clear assumptions and audit trails
• Comparable Companies & Valuation Analysis:
• Maintain a living comps universe of public fintech, brokerage, neobank, and wealth management peers
• Analyze peer 10-Ks, 10-Qs, and earnings transcripts to extract operating metrics, segment economics, and reporting practices
• Produce valuation benchmarking that informs internal capital allocation and strategic positioning
• Total Addressable Market & Growth Analysis:
• Build bottoms-up and top-down TAM frameworks across Wealthsimple's product verticals
• Size market opportunities using primary regulatory, census, and industry data — not sell-side estimates
• Quantify penetration rates, wallet share, and whitespace to support strategic planning and investment cases
• Executive & Stakeholder Reporting:
• Support the development of institutional-quality materials: KPI packages, performance narratives, and supplemental data exhibits
• Help define and stress-test key performance metrics — ensuring they're defensible, consistent, and tell the right story over time
• Serve as an analytical resource for board materials and executive presentations
• Ad Hoc Strategic Analysis:
• Evaluate capital allocation decisions against our investment framework
• Analyze unit economics at the across many metrics
• Support competitive deep-dives, pricing analysis, and product economics work as the business requires