Senior Manager, Special Projects FP&A

Toronto or Remote (Canada)

Applications have closed
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Wealthsimple is the simple way to grow your money like the world's most sophisticated investors. No-maintenance portfolios, expert investment advisers and low fees.
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Wealthsimple is on a mission to help everyone achieve financial freedom, no matter who they are or how much they have. Using smart technology, Wealthsimple takes financial services that are often confusing, opaque and expensive and makes them simple, transparent, and low-cost. We're the company behind some of Canada's leading digital financial products, and are growing faster than ever.
Our team is reimagining what it means to manage your money. Smart, high-performing team members will challenge you to learn and grow every day. We value great work and great ideas — not ego. We're looking for talented people who love a fast-paced environment, and want to ship often and make an impact with groundbreaking ideas. 
We’re a remote-first team and output is more important than face time, so where you choose to work is up to you — as long as you have internet access, you can work from anywhere in Canada. 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.
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. Wealthsimple provides an accessible candidate experience. If you need any accommodations or adjustments throughout the interview process and beyond, please let us know.

In this role, you will have the opportunity to:

  • Partner with senior leaders to work cross-functionally and use data insights to present strategic recommendations to drive better decision-making across the whole organization
  • Develop a deep understanding of the company's KPIs and provide insights to senior management via regular reporting across products and domains to be discussed in executive forums
  • Lead strategic projects and support senior leadership on ad-hoc research and analysis
  • Partner with the Data Science team to ensure consistency and reliability of key data; design and validate new dashboards/models to drive key insights on the business
  • Proactively identify and action on any automation opportunities to facilitate shifting capacity from data manipulation to more value-adding activities (deeper analysis and recommendations)
  • Collaborate with other FP&A leaders to drive continuous scale and add efficiency to our processes
  • Manage a lean, high-performing team that works cross-functionally throughout the company with an inclusive, direct and growth-mindset leadership approach, promoting a knowledge sharing environment

We're looking for someone who has:

  • 10+ years of experience in a finance focused role (investment banking, private equity, venture capital or management consulting experience strongly preferred)
  • Extensive experience partnering with senior leaders both in a Finance and cross-functional capacity and demonstrated understanding of key metrics including ARPU, CAC, Payback, LTV, Cohort Analysis, etc.
  • Advanced analytical and problem-solving capabilities with superior attention to detail; advanced financial modelling skills and ability to impose structure and logic in ambiguous situations
  • A proven track record and enthusiasm for building, managing, mentoring, and inspiring teams and influencing peer organizations; ability to lead cross-functional initiatives
  • A passion for solving challenging and impactful problems; getting into the weeds by understanding the how and why of business processes
  • Excellent interpersonal skills and willingness to work in collaboration with various team members; confidence to express views
  • Effective writing and presentation skills; ability to communicate complex ideas in a simple and easy-to-understand way for both financial and non-financial audiences at the highest levels in the organization
  • Confidence to embrace new ways of doing things, including automating functions, finding scalable solutions and driving continuous improvement
  • Proactivity; acts without being told what to do; brings new ideas to Wealthsimple
  • Honesty and integrity; doesn't cut corners; does what is right
  • A sense of urgency; likes to work in a fast-growing, dynamic environment

  • Nice to have:
  • An advanced degree (MBA or masters level business or finance degree)
  • Strong SQL knowledge
Job perks/benefits: Startup environment Team events
Job region(s): North America
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