wealthsimple - Associate Treasury Reporting & Analytics
Requirements
• 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 • 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
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. • Unlimited paid sick days, Wellness Days and the 90 day away program do not apply to certain roles. • 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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