Senior Associate - Treasury Reporting and Analytics
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. Weโre the largest fintech company in Canada, with over 4 million users who trust us with more than $80 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.
About the Role
Our ideal hire has a builder mindset, is detail oriented, action oriented and proactive. They own their role and continuously help identify ways to improve operations processes and controls. It is essential that this person manages time well, keeps on top of deliverables, and has the potential to grow with us. Experience in credit products, prepaid cards or other spend operations functions is a strong plus.
We manage billions of dollars, so the stakes are high. We want to deliver extraordinary experiences that meet our client's on-demand expectations, while being a compliance leader. At Wealthsimple, we are maker-owners, we believe that simplicity is better, and we do what's right for each client.
We are seeking an analytical, detail-oriented professional with strong SQL skills, advanced Excel expertise, and a passion for process improvement to join our Treasury team. The ideal candidate will excel in problem-solving, dashboard creation, and effective communication across all levels of the organization.
In this role, youโll have the opportunity to:
Develop comprehensive financial analytics and reports to support regulatory compliance and strategic decision-making.
Leverage Internal Systems and Kyriba Treasury Management System to extract, analyze, and report on treasury data, ensuring accuracy and timeliness of deliverables.
Collaborate with cross-functional teams (including Product, Engineering, Data Science, and Finance) and use in house AI tools to optimize workflows and drive project success.
Design, build, and refine intuitive, data-driven dashboards that provide actionable insights for various stakeholders.
Maintain or develop multiple reporting deliverables with varying frequencies, managing stakeholder expectations and ensuring consistent quality standards.
Support the team on complex projects within Treasury Cash and Collateral Management, facilitating communication and problem-solving across teams.
Conduct in-depth analysis using SQL and other tools to inform critical business decisions related to Treasury operations and strategy.
Identify and implement process improvements that enhance efficiency and accuracy in financial reporting and analysis.
Translate business requirements into technical reporting solutions, working closely with IT and data teams to optimize report performance.
What You'll Bring:
Relevant experience: Demonstrated success in Treasury and financial operations, banking and payments, or other operations roles in related fields.
Report Management: Proven experience overseeing end-to-end report lifecycle management, from requirements gathering to delivery. Ability to manage multiple reporting deliverables with varying frequencies and stakeholder groups, ensuring accuracy and timeliness.
Treasury Systems Expertise: 2+ years of hands-on experience with Kyriba Treasury Management System, including report configuration, data extraction, and workflow optimization.
Organization & planning: Plans, organizes, and schedules in a productive manner, allowing for a focus on key priorities and regular updates
Collaboration: Excellent interpersonal skills and willingness to work in collaboration with various team members
Strong written and verbal communication: Speaks plainly and truthfully. Communicates complex ideas in a simple & easy-to-understand way for any audience (e.g. engineering, 3rd party vendors, growth/operational teams, executive team)
Problem solving: If something seems off, you want to figure out what's going on; you enjoy navigating uncertainty, bringing clarity to ambiguity and don't wait for a playbook to be written
Proactive & Action Oriented: Acts without being told what to do; taking full ownership of work, and proactively seeks help and input when needed to provide well supported solutions
Efficiency: Ability to produce significant output with minimum wasted effort; finds the path of least resistance to the problem definition, solution and execution
Honesty/integrity: Doesn't cut corners; does what is right, not what is politically expedient
Data & analytics: Has a strong proficiency in SQL, and a history of using data to answer complex problems. Ability to translate business requirements into technical reporting solutions.
Stakeholder Management: Experience with complex reporting processes and stakeholder requirements, with proven ability to deliver financial reports to senior leadership and various business units.
Financial modeling, coding/automation, ability to contribute to a data model, and experience with business intelligence tools (Power BI, Superset) is preferred
Required Qualifications
Bachelor's degree in Finance, Economics, or related field
3+ years of experience in financial analysis or similar role
2+ years of hands-on experience with Kyriba Treasury Management System
Advanced proficiency in SQL and Excel
Strong analytical and problem-solving skills
Excellent verbal and written communication abilities
Ability to manage multiple projects and priorities effectively
Why Wealthsimple?
๐ค Competitive salary with top-tier health benefits and life insurance
๐ Retirement savings matching plan using Wealthsimple for Business
๐ด 20 vacation days per year and unlimited sick and mental health days
๐ Up to $1,500 per year towards wellness and professional development budgets respectively
๐ซ 90 days away program: Employees can work internationally in eligible countries for up to 90 days per calendar year
๐ A wide variety of peer and company-led Employee Resource Groups (ie. Rainbow, Women of Wealthsimple, Black @ WS)
๐ Company-wide wellness days off scheduled throughout the year
Weโre 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 โ 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 job
Apply for this position
Senior Associate - Treasury Reporting and Analytics
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. Weโre the largest fintech company in Canada, with over 4 million users who trust us with more than $80 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.
About the Role
Our ideal hire has a builder mindset, is detail oriented, action oriented and proactive. They own their role and continuously help identify ways to improve operations processes and controls. It is essential that this person manages time well, keeps on top of deliverables, and has the potential to grow with us. Experience in credit products, prepaid cards or other spend operations functions is a strong plus.
We manage billions of dollars, so the stakes are high. We want to deliver extraordinary experiences that meet our client's on-demand expectations, while being a compliance leader. At Wealthsimple, we are maker-owners, we believe that simplicity is better, and we do what's right for each client.
We are seeking an analytical, detail-oriented professional with strong SQL skills, advanced Excel expertise, and a passion for process improvement to join our Treasury team. The ideal candidate will excel in problem-solving, dashboard creation, and effective communication across all levels of the organization.
In this role, youโll have the opportunity to:
Develop comprehensive financial analytics and reports to support regulatory compliance and strategic decision-making.
Leverage Internal Systems and Kyriba Treasury Management System to extract, analyze, and report on treasury data, ensuring accuracy and timeliness of deliverables.
Collaborate with cross-functional teams (including Product, Engineering, Data Science, and Finance) and use in house AI tools to optimize workflows and drive project success.
Design, build, and refine intuitive, data-driven dashboards that provide actionable insights for various stakeholders.
Maintain or develop multiple reporting deliverables with varying frequencies, managing stakeholder expectations and ensuring consistent quality standards.
Support the team on complex projects within Treasury Cash and Collateral Management, facilitating communication and problem-solving across teams.
Conduct in-depth analysis using SQL and other tools to inform critical business decisions related to Treasury operations and strategy.
Identify and implement process improvements that enhance efficiency and accuracy in financial reporting and analysis.
Translate business requirements into technical reporting solutions, working closely with IT and data teams to optimize report performance.
What You'll Bring:
Relevant experience: Demonstrated success in Treasury and financial operations, banking and payments, or other operations roles in related fields.
Report Management: Proven experience overseeing end-to-end report lifecycle management, from requirements gathering to delivery. Ability to manage multiple reporting deliverables with varying frequencies and stakeholder groups, ensuring accuracy and timeliness.
Treasury Systems Expertise: 2+ years of hands-on experience with Kyriba Treasury Management System, including report configuration, data extraction, and workflow optimization.
Organization & planning: Plans, organizes, and schedules in a productive manner, allowing for a focus on key priorities and regular updates
Collaboration: Excellent interpersonal skills and willingness to work in collaboration with various team members
Strong written and verbal communication: Speaks plainly and truthfully. Communicates complex ideas in a simple & easy-to-understand way for any audience (e.g. engineering, 3rd party vendors, growth/operational teams, executive team)
Problem solving: If something seems off, you want to figure out what's going on; you enjoy navigating uncertainty, bringing clarity to ambiguity and don't wait for a playbook to be written
Proactive & Action Oriented: Acts without being told what to do; taking full ownership of work, and proactively seeks help and input when needed to provide well supported solutions
Efficiency: Ability to produce significant output with minimum wasted effort; finds the path of least resistance to the problem definition, solution and execution
Honesty/integrity: Doesn't cut corners; does what is right, not what is politically expedient
Data & analytics: Has a strong proficiency in SQL, and a history of using data to answer complex problems. Ability to translate business requirements into technical reporting solutions.
Stakeholder Management: Experience with complex reporting processes and stakeholder requirements, with proven ability to deliver financial reports to senior leadership and various business units.
Financial modeling, coding/automation, ability to contribute to a data model, and experience with business intelligence tools (Power BI, Superset) is preferred
Required Qualifications
Bachelor's degree in Finance, Economics, or related field
3+ years of experience in financial analysis or similar role
2+ years of hands-on experience with Kyriba Treasury Management System
Advanced proficiency in SQL and Excel
Strong analytical and problem-solving skills
Excellent verbal and written communication abilities
Ability to manage multiple projects and priorities effectively
Why Wealthsimple?
๐ค Competitive salary with top-tier health benefits and life insurance
๐ Retirement savings matching plan using Wealthsimple for Business
๐ด 20 vacation days per year and unlimited sick and mental health days
๐ Up to $1,500 per year towards wellness and professional development budgets respectively
๐ซ 90 days away program: Employees can work internationally in eligible countries for up to 90 days per calendar year
๐ A wide variety of peer and company-led Employee Resource Groups (ie. Rainbow, Women of Wealthsimple, Black @ WS)
๐ Company-wide wellness days off scheduled throughout the year
Weโre 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 โ 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.