Vice President of Financial Planning and Analysis (VP, FP&A)

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, and we’re just getting started. 

Our teams ship often and make an impact with groundbreaking ideas and Canadian firsts. 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.

Wealthsimple is seeking a dynamic Vice President of Financial Planning and Analysis (VP, FP&A) to join our senior leadership team. In this high-impact leadership role, you will not only oversee financial planning and budgeting but also play a pivotal role in developing finance into a strategic enabler of business outcomes. You will work closely with the executive team and business leaders to translate financial insights into actionable strategies, ensuring that the company’s financial goals align with and support overall business objectives. This role requires a strategic thinker with expertise in financial modeling, budgeting, forecasting, and performance analysis, as well as a proven ability to influence cross-functional teams and deliver results that drive long-term growth.

Strategic Leadership & Business Partnership

• Drive Business Strategy through Finance: Act as a critical partner to the Wealthsimple leadership team, ensuring that financial data, insights, and strategy are integrated into key business decisions. Leverage finance as a tool to enable business outcomes such as revenue growth, margin improvement, and capital return optimization.

• Support Strategic Initiatives: Provide financial guidance and analytical support for key strategic initiatives including new product launches, GTM initiatives, and partnerships. Ensure that financial strategies are aligned with business objectives and growth opportunities.

• Team Leadership: Lead and develop a high-performing FP&A team, fostering a culture of collaboration, strategic thinking, and operational excellence. 

• Cross-Functional Collaboration: Partner closely with key stakeholders, including Product, Engineering, and GTM to ensure financial goals and initiatives are embedded in operational decision-making across the organization.

Financial Planning and Performance Management

• Comprehensive Financial Planning: Lead the development and execution of long-term financial strategies, annual budgets, and multi-year financial plans that reflect the company’s growth ambitions. Drive a scalable and consistent budgeting and forecasting process, ensuring alignment with business priorities and resource allocation

• Scenario Modeling & Sensitivity Analysis: Develop and lead the creation of financial models and forecasts to evaluate the financial impact of strategic decisions. Use sensitivity analysis and scenario planning to inform leadership on potential risks and opportunities.

• Business Performance Analysis: Provide regular, in-depth financial analysis and reporting on key performance metrics. Use data to provide recommendations for business improvements and adjustments to meet financial goals.

Enabling Business Outcomes through Financial Insights:

• Metrics & KPIs for Business Success: Define, track, and communicate financial KPIs that measure the performance of both corporate and operational goals. Work with business leaders to ensure that financial metrics are aligned with their strategic objectives and that actions are taken to drive positive business outcomes.

• Financial Decision Support: Serve as a critical resource for decision-making, providing insights into cost management, pricing strategies, capital expenditures, and other financial matters that directly impact the company’s bottom line. Use financial analytics to optimize pricing, cost structures, and resource allocation.

• Financial Stewardship & Value Creation: Help maximize long-term shareholder value by driving financial efficiency, capital discipline, and risk management. Guide the leadership team in making data-driven investment decisions and balancing short-term financial goals with long-term strategic growth.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or a related field

• MBA or advanced degree preferred.

• 12+ years of experience in financial planning and analysis, with at least 5 years in a leadership role leading a large team,  ideally with a mix in both private and public organizations

• Proven track record of driving business performance and financial results in a dynamic, fast-paced environment, ideally in the fintech, technology, or financial sectors

• Deep experience in  financial modeling, forecasting, and financial reporting tools

• Proven ability to design and lead an efficient annual budgeting and planning process, collaborating effectively with cross functional partners

• Advanced analytical skills, with the ability to interpret complex financial data and communicate insights clearly to executive leadership

• Excellent leadership and interpersonal skills, with a demonstrated ability to lead and develop high-performing teams

• Experience with financial systems (e.g. Adaptive Insights, Netsuite)