Senior Financial Analyst, FP&A

August 1

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Wealthsimple

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Powerful financial tools to help you grow and manage your money.

wealth manager • financial advisor • investment manager • portfolio manager • investment adivsor

501 - 1000

💰 Private Equity Round on 2021-05

Description

• Develop and maintain annual budget and quarterly re-forecasts, including streamlining the budgeting process • Work closely with the business units and Finance teams to develop monthly, quarterly and annual expense forecasts • Perform variance analysis on actuals to forecast and provide actionable insights to the business based on variance analysis • Assist financial reporting team during month end close for accuracy and completeness of information • Prepare external board materials and other deliverables • Provide assistance on ad-hoc projects

Requirements

• 4-6 years of experience in a financial role (FP&A experience required) • Strong analytical and problem-solving skills with superior attention to detail; has very strong excel (or google sheets) and powerpoint (or google slides) skills (hands-on experience with Adaptive Insights is an asset) • Hands-on experience with pulling & analyzing complex data; strong financial modeling skills • Ability to thrive in a fast growing dynamic environment • A passion for solving challenging and impactful problems; getting into the weeds by understanding the how and why of business processes • A curious nature; if something seems off, take immediate actions to figure out what’s going on • Excellent interpersonal skills and willingness to work in collaboration with various team members; possess the confidence and tact required to express views to both senior stakeholders and peers • Strong communication skills including effective writing skills and the ability to communicate complex ideas in a simple & easy-to-understand way; the ability to accurately tell the story behind the numbers in a compelling manner • Confidence to embrace new ways of doing things, including automating functions and looks for continuous improvement • Has new ideas to bring to Wealthsimple and acts without being told what to do • Honesty/integrity - Doesn't cut corners; does what is right