Manager, Product FP&A

Remote (Canada/US) /
Business Teams – Finance /
Permanent Full Time
Wealthsimple is on a mission to help everyone achieve financial freedom, no matter who they are or how much they have. Using smart technology, Wealthsimple takes financial services that are often confusing, opaque and expensive and makes them simple, transparent, and low-cost. We're the company behind some of Canada's leading digital financial products, and are growing faster than ever.

Our team is reimagining what it means to manage your money. Smart, high-performing team members will challenge you to learn and grow every day. We value great work and great ideas — not ego. We're looking for talented people who love a fast-paced environment, and want to ship often and make an impact with groundbreaking ideas. 

We’re a remote-first team and output is more important than face time, so where you choose to work is up to you — as long as you have internet access, you can work from anywhere in Canada. Be a part of our Canadian success story and help shape the financial future of millions — join us! Read our Culture Manual and learn more about how we work.

At Wealthsimple, we are building products for a diverse world and we need a diverse team to do that successfully. We strongly encourage applications from everyone regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status. Wealthsimple provides an accessible candidate experience. If you need any accommodations or adjustments throughout the interview process and beyond, please let us know.

In this role you will have the opportunity to:

    • Partner directly with Product teams and provide actionable insights based data-driven analytics; enhance the operational financial planning process for monthly forecasting, annual budgeting and strategic planning
    • Provide quantitative and qualitative analysis for strategic business decisions and support the business planning process for new features and products
    • Analyze performance against monthly KPIs, plans and forecasts and recommend actions to improve performance based on analysis
    • Build, automate and maintain business dashboards, reporting, analysis and metrics, including in-depth analytics of key metrics such as LTV, ARPU, CAC and Payback
    • Complete monthly/quarterly/annual variance analysis and provide flashcard report to business units
    • Drive improvements to current processes, reports and models by leveraging financial data, non-financial data, external factors and prior industry experiences that are relevant for management to assess performance
    • Maintain long-term financial model and monitor changes to assumptions
    • Support in the preparation of board materials and other deliverables
    • Provide assistance on ad-hoc projects

We're looking for someone who has:

    • 7+ years of experience in an analytical role
    • Experience at a high-growth, SaaS organization is a must; background in corporate finance, FP&A, banking, or consulting nice to have
    • Excellent analytical and problem-solving capabilities and hands-on experience with data; advanced financial modelling skills
    • Strategic prowess and the confidence to make decisions and recommendations
    • 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 and departments; confidence to express views
    • Strong communication skills; effective writing skills; ability to communicate complex ideas in a simple and easy-to-understand way, particularly to those unfamiliar with financial concepts
    • Confidence to embrace new ways of doing things, including automating functions and looks for continuous improvement
    • Strong business acumen; acts without being told what to do; brings new ideas to Wealthsimple; escalates situations to manager when appropriate
    • Honesty and integrity; doesn't cut corners; does what is right
    • A passion for working in a fast growing, dynamic environment 

Nice to have:

    • SQL knowledge and experience, specifically with writing and debugging complex queries beyond basic SELECT statements; experience creating dashboards from queried data