Wealthsimple · 7 hours ago
Manager, FP&A
United States
Full-time
Remote
Mid, Senior Level
6+ years exp
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Responsibilities
Develop and maintain annual budget and quarterly re-forecasts, including streamlining the budgeting process
Work closely with the business units and Finance teams to develop monthly, quarterly and annual expense forecasts
Work with the People Ops team to develop and track payroll expenses and related metrics
Perform variance analysis on actuals to forecast and provide actionable insights to the business based on variance analysis
Assist financial reporting team during month end close for accuracy and completeness of information
Prepare external board materials and other deliverables
Provide assistance on ad-hoc projects
Qualification
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Required
6-8 years of experience in a financial role (FP&A experience required)
Strong analytical and problem-solving skills with superior attention to detail
Very strong excel (or google sheets) and powerpoint (or google slides) skills
Hands-on experience with Adaptive Insights is an asset
Ability to establish, track, and evaluate performance metrics
Hands-on experience with pulling & analyzing complex data
Strong financial modeling skills
Ability to thrive in a fast growing dynamic environment
A passion for solving challenging and impactful problems
A curious nature; if something seems off, take immediate actions to figure out what’s going on
Excellent interpersonal skills and willingness to work in collaboration with various team members
Possess the confidence and tact required to express views to both senior stakeholders and peers
Strong communication skills including effective writing skills
Ability to communicate complex ideas in a simple & easy-to-understand way
Ability to accurately tell the story behind the numbers in a compelling manner
Confidence to embrace new ways of doing things, including automating functions
Looks for continuous improvement
Has new ideas to bring to Wealthsimple and acts without being told what to do
Honesty/integrity - Doesn't cut corners; does what is right
Benefits
Top-tier health benefits and life insurance
Retirement savings matching plan using Wealthsimple Work
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
Company-wide wellness days off scheduled throughout the year
Company
Wealthsimple
Wealthsimple offers financial tools to help investors grow and manage their money.
501-1,000 employees
Funding
Current Stage
Late StageTotal Funding
$900.41MKey Investors
TCVAllianz XPower Financial Corporation
2021-05-03Private Equity· $610.77M
2020-10-14Private Equity· $86.68M
2019-05-22Series Unknown· $74.41M
Leadership Team
Michael Katchen
Co-founder & CEO
Rudy Adler
Co-Founder & CPO/CMO
Recent News
iPhone in Canada Blog • Leading Tech News for Canadians
2024-11-24
2024-11-15
Company data provided by crunchbase
