Wealthsimple
Senior Analyst, Strategic Finance & FP&A
Remote (Canada) · Senior
Sponsorship not specifiedDetected 48 days ago
SQLFinancial ModelingFinancial AnalysisExcelValuationFP&ACommunicationPublic SpeakingFinancial Reporting
About the role
- We're looking for a Senior Analyst with an investment banking or advisory background to bring institutional-grade modeling, valuation, and analytical rigor to our FP&A function.
- You'll work across long-range planning, competitive intelligence, market sizing, and stakeholder analytics as we continue to scale.
- In this role you'll have the opportunity to:
Responsibilities
- Build something people love
- you'll collaborate with incredibly talented, curious, and driven teammates who are deeply committed to doing great work.
- Build and maintain integrated 3-statement financial models (income statement, balance sheet, cash flow) with 5-year projection horizons
- Own scenario and sensitivity analysis tied to key business drivers - client growth, AUM mix, take rate, and unit economics by product line
- Maintain a living comps universe of public fintech, brokerage, neobank, and wealth management peers
- Quantify penetration rates, wallet share, and whitespace to support strategic planning and investment cases
- Support the development of institutional-quality materials: KPI packages, performance narratives, and supplemental data exhibits
- Support competitive deep-dives, pricing analysis, and product economics work as the business requires
- Experience building financial reporting infrastructure or supporting institutional stakeholder communications
Requirements
- If you have questions about how your data is used, reach out to us.
Skills
- Help define and stress-test key performance metrics - ensuring they're defensible, consistent, and tell the right story over time
- Serve as an analytical resource for board materials and executive presentations
- Evaluate capital allocation decisions against our investment framework
- Analyze unit economics at the across many metrics
- Strong command of Excel/Google Sheets. SQL or BI tool experience is a plus but not required.
Compensation
- 🌴 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year
Benefits
- 2-4 years in investment banking, equity research, transaction advisory, strategic finance (or equivalent intensity).
Company info
- The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada.
- Read our Culture Manual and learn more about how we work.
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This listing is sourced directly from Wealthsimple's careers page and normalized into a canonical job model.