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Wealthsimple is hiring a Manager, Financial Planning

About the Role

Wealthsimple is hiring a Manager, Financial Planning to lead our financial strategy and planning efforts. You will be responsible for driving financial analysis, forecasting, and strategic decision-making.

What You'll Do

  • Develop and manage the company's financial planning processes and long-range models.
  • Lead financial analysis to support strategic initiatives and business decisions.
  • Partner with department heads to build and manage annual budgets and forecasts.
  • Analyze financial performance, identify trends, and provide actionable insights to leadership.
  • Build and mentor a team of financial analysts, fostering their growth and development.

What We're Looking For

  • 5+ years of progressive experience in financial planning and analysis (FP&A).
  • Proven track record of leading financial planning functions and managing a team.
  • Expert proficiency in financial modeling, forecasting, and data analysis.
  • Strong communication skills with the ability to present complex financial information clearly.
  • Experience working with executive leadership to drive business strategy.

Work Mode

This is a fully remote position.

Required Skills
financial planningfinancial analysisbudgetingforecastingstrategic planningteam leadershipstakeholder managementfinancial modelingreportingperformance management
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About company
Wealthsimple

Wealthsimple is a fintech company on a mission to help everyone achieve financial freedom by reimagining money management. Using smart technology, it makes financial services transparent and low-cost. It is the largest fintech company in Canada, with 3+ million users and over $100 billion in assets.

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Job Details
Category management
Posted 8 months ago