Financial Analyst, Wealthsimple
FP&A
Professional investing services made simple
Job no longer available
Professional investing services made simple
1001+ employees
Job no longer available
1001+ employees
Company mission
To help everyone achieve financial freedom.
Role
Who you are
- 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
- 1-3 years of experience in a financial or analytical role (FP&A experience is an asset)
- Good analytical and problem-solving skills with strong attention to detail; proficient in Excel (or Google Sheets) and PowerPoint (or Google Slides). Experience with financial planning software (e.g., Adaptive Insights) is a plus
- Experience with pulling & analyzing data; developing financial modeling skills
- Ability to thrive in a fast-growing, dynamic environment
- A passion for understanding business processes and contributing to problem-solving
- A curious nature; if something seems off, flag it for investigation and assist in understanding the issue
- Good interpersonal skills and willingness to work collaboratively with team members; able to communicate effectively
- Good communication skills, including clear writing and the ability to present data effectively. Supports in conveying the story behind the numbers
- Openness to new ways of doing things and an interest in continuous improvement and supporting automation efforts
- Eager to learn, contributes ideas, and shows initiative in completing assigned tasks
- Honesty/integrity - Doesn't cut corners; does what is right
What the job involves
- Assist in the development and maintenance of the annual budget, quarterly re-forecasts and monthly rolling forecasts, supporting the streamlining of the budgeting process
- Work with business units and Finance teams to gather inputs for monthly, quarterly, and annual expense forecasts
- Perform variance analysis on actuals to forecast and assist in identifying key drivers for review with senior team members
- Support the financial reporting team during month-end close by preparing data and reconciliations for accuracy and completeness of information
- Assist in the preparation of materials for external board reporting and other deliverables
- Provide assistance on ad-hoc projects
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
$549m
LATE VC
Oct 2020
$87m
LATE VC
Total funding: $850.1m
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.
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