Associate Treasury Reporting & Analytics in Toronto

Build something people love. Wealthsimple is Canada’s leading financial innovator, offering 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.

About the Role: Our ideal hire has a builder mindset, is detail-oriented, action-oriented, and proactive. They own their role and continuously help identify ways to improve operations processes and controls. It is essential that this person manages time well, keeps on top of deliverables, and has the potential to grow with us. Experience in credit products, prepaid cards, or other spend operations functions is a strong plus.

In this role, you’ll have the opportunity to:

• Develop comprehensive financial analytics and reports to support regulatory compliance and strategic decision-making.
• Leverage Internal Systems and Kyriba Treasury Management System to extract, analyze, and report on treasury data, ensuring accuracy and timeliness of deliverables.
• Collaborate with cross-functional teams (including Product, Engineering, Data Science, and Finance) and use in-house AI tools to optimize workflows and drive project success.
• Design, build, and refine intuitive, data-driven dashboards that provide actionable insights for various stakeholders.
• Maintain or develop multiple reporting deliverables with varying frequencies, managing stakeholder expectations and ensuring consistent quality standards.
• Support the team on complex projects within Treasury Cash and Collateral Management, facilitating communication and problem-solving across teams.
• Conduct in-depth analysis using SQL and other tools to inform critical business decisions related to Treasury operations and strategy.
• Identify and implement process improvements that enhance efficiency and accuracy in financial reporting and analysis.
• Translate business requirements into technical reporting solutions, working closely with IT and data teams to optimize report performance.

What You'll Bring:

• 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.
• 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: Communicates complex ideas in a simple & easy-to-understand way for any audience.
• Problem solving: Enjoys navigating uncertainty and bringing clarity to ambiguity.
• Proactive & Action Oriented: Acts without being told what to do; takes full ownership of work.
• Efficiency: Ability to produce significant output with minimum wasted effort.
• Honesty/integrity: Does what is right, not what is politically expedient.
• Data & analytics: Strong proficiency in SQL, with a history of using data to answer complex problems.
• Stakeholder Management: Experience with complex reporting processes and stakeholder requirements.

Required Qualifications:

• 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.

Why Wealthsimple?

• 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.
• 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.

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.