Financial Analyst FP&A

Wealthsimple; United States; Remote; USD 70,000 - 90,000; Full time

Job summary

Wealthsimple is seeking a motivated financial analyst to assist in budgeting, forecasting, and financial reporting. In this role, you will contribute to the financial success of our operations while working collaboratively in a dynamic team environment, enhancing your analytical skills and problem-solving capabilities.

Benefits

Competitive salary with health benefits

Retirement savings matching plan

20 vacation days and unlimited sick days

$1,500 for wellness and professional development

90 days international work program

Qualifications

• 1-3 years of experience in financial or analytical role.
• Strong attention to detail and proficiency in Excel.
• Good communication skills and ability to present data.

Responsibilities

• Assist in annual budget development and maintenance.
• Perform variance analysis and prepare financial data.
• Support financial reporting during month-end close.

Skills

Analytical skills

Problem-solving

Attention to detail

Communication

Team collaboration

Education

1-3 years in financial or analytical role

Proficient in Excel and PowerPoint

Experience with financial planning software

Tools

Excel

Google Sheets

PowerPoint

Adaptive Insights

Job description

Req#: 764a31c8-c3cc-4b2a-995f-8131680b94f6

Your career is an investment that grows over time!

Wealthsimple is on a mission to help everyone achieve financial freedom by reimagining what it means to manage your money. Using smart technology, we take financial services that are often confusing, opaque and expensive and make them transparent and low-cost for everyone. We’re the largest fintech company in Canada, with over 4 million users who trust us with more than $50 billion in assets.

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.


In this role, you will have the opportunity to:
• 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.
We're looking for someone who has:
• 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.



Why Wealthsimple?

Competitive salary with top-tier health benefits and life insurance

Retirement savings matching plan using Wealthsimple for Business

20 vacation days per year and unlimited sick and mental health days

Up to $1,500 per year towards wellness and professional development budgets respectively

90 days away program: Employees can work internationally in eligible countries for up to 90 days per calendar year

A wide variety of peer and company-led Employee Resource Groups (ie. Rainbow, Women of Wealthsimple, Black @ WS)

Company-wide wellness days off scheduled throughout the year

We’re a remote-first team, with over 1,000 employees coast to coast in North America. Be a part of our Canadian success story and help shape the financial future of millions — join us!

Read our Culture Manual and learn more about how we work.

Technology & Innovation at Wealthsimple

We believe the future belongs to those who innovate boldly. At Wealthsimple, every team member is expected to lean into new technologies, including AI, and tooling to rethink how we work, solve problems faster, and create even greater value. We're looking for people who are not just comfortable with change but energized by it. Our commitment is to build a company that evolves at the pace of the world around us, and we want you to help lead that future.

DEI Statement

At Wealthsimple, we are building products for a diverse world and we need a diverse team to do that successfully. We strongly encourage applications from everyone regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status.

Accessibility Statement

Wealthsimple provides an accessible candidate experience. If you need any accommodations or adjustments throughout the interview process and beyond, please let us know, and we will work with you to provide the necessary support and make reasonable accommodations to facilitate your participation. We are continuously working to improve our accessibility practices and welcome any feedback or suggestions on how we can better accommodate candidates with accessibility needs.

About the company

Wealthsimple Inc. is a Canadian online investment management service focused on millennials.

Notice

Talentify is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.

Talentify provides reasonable accommodations to qualified applicants with disabilities, including disabled veterans. Request assistance at [e-mail] or 407-000-0000.

Federal law requires every new hire to complete Form I-9 and present proof of identity and U.S. work eligibility.

An Automated Employment Decision Tool (AEDT) will score your job-related skills and responses. Bias-audit & data-use details: www.talentify.io/bias-audit-report . NYC applicants may request an alternative process or accommodation at [e-mail] or 407-000-0000.