Senior Associate, Treasury Reporting and Analytics
BUILD SOMETHING PEOPLE LOVE
Wealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.
We're proud of what we've built — and we're just getting started. Read our Culture Manual https://www.wealthsimple.com/en-ca/culture and learn more about how we work https://www.wealthsimple.com/en-ca/careers.
ABOUT THE TEAM
Treasury Reporting sits within Wealthsimple's Finance team, where numbers become decisions. We own the reconciliations and reporting that keep Wealthsimple's cash, collateral, and financial risk visible and under control across every entity and feature we offer — work that's essential to staying audit-ready as the business grows. We're a small, high-trust team, embedded in the business rather than watching from the sidelines, and we hold ourselves to a high bar for both rigour and clarity. If you want your work to directly protect the business and the millions of clients who trust us with their money, this is the place to do it.
ABOUT THE ROLE
This role exists to keep Wealthsimple's books straight and its financial risk visible — every day, across every entity and feature we offer. You'll own daily bank reconciliations, dig into the breaks that come up, and work with teams across the company to close them out before they become bigger problems. The Senior Associate leads reporting and workflow improvements and takes on the more complex, higher-risk breaks. This isn't a role where you wait for a playbook — SOC1 compliance and financial risk don't wait either.
WHAT YOU'LL DO
- Own daily bank reconciliations across Treasury accounts...