74 applicants

Company

Wealthsimple · 4 days ago

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

United States

Full-time

Remote

Senior Level, Lead/Staff

12+ years exp

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Responsibilities

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.

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.

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

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.

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.

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.

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.

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.

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.

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.

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Financial PlanningFinancial AnalysisFinancial ModelingBudgetingForecastingFinancial Reporting ToolsFinancial SystemsExperience in FintechAdvanced DegreeCross-Functional Collaboration

Required

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

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)