wealthsimple - Senior Analyst, Strategic Finance & FP&A
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Requirements
• 2–4 years in investment banking, equity research, transaction advisory, strategic finance (or equivalent intensity). You've lived in Excel under pressure and it shows. • You can build an integrated 3-statement model from scratch — not just update templates. DCF, LBO, and comps are second nature. • Deep comfort with public company filings (10-K, 10-Q, proxy, S-1). You know where to find what matters and how to contextualize it. • You think in terms of capital allocation, return hurdles, and economic trade-offs — not just revenue growth. • Strong command of Excel/Google Sheets. SQL or BI tool experience is a plus but not required. • Self-sufficient and independent. You take ambiguous problems and come back with structured, defensible answers — not a list of clarifying questions. • Clear written and verbal communication. You can translate complex analysis into a narrative that a non-finance executive would follow. • Genuine interest in fintech, capital markets, or financial services. You want to understand the business, not just model it. • WHAT WOULD MAKE YOU STAND OUT: • Direct experience covering fintech, financial services, or payments in an IB or ER seat • Familiarity with Canadian financial services regulation or the competitive landscape • Experience building financial reporting infrastructure or supporting institutional stakeholder communications • Exposure to cohort-based unit economics or LTV/CAC frameworks in a high-growth context
Benefits
• 🌸 Top-tier health benefits and life insurance • 📈 Long-term group savings with employer match, through Wealthsimple for Business • 🌴 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year • ✈️ 90 days away: work outside Canada for up to 90 days per year • 👥 Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS • 🌎 We are a hybrid team with over 1,500 employees across North America. The people are one of the best parts of working here: you'll collaborate with incredibly talented, curious, and driven teammates who are deeply committed to doing great work. • Technology & Innovation at Wealthsimple: We move quickly and build thoughtfully. That means we're always looking for better ways to work — whether that's new tools, AI, or rethinking how we approach a problem. We don't expect you to have all the answers, but we do expect curiosity and a willingness to evolve alongside the products we're building. • Inclusion Statement: We're building products for a diverse world, and we need a diverse team to do it well. We strongly encourage applications from everyone, regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status. • Accessibility Statement: We're committed to an accessible hiring experience. If you need any accommodations throughout the interview process, please let us know — we'll work with you to make sure you have what you need. We also welcome any feedback on how we can better accommodate candidates with accessibility needs. • AI in Hiring: We may use artificial intelligence (AI) tools to support parts of our hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our team but don't replace human judgment – all final hiring decisions are made by people. If you have questions about how your data is used, reach out to us.
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