Associate Treasury Reporting, Analytics

atWealthsimpleRemoteCA flagCanadaFull-timeUncategorizedMid-levelC$54.4k – C$68k/year

Posted Oct 21

This is a fully remote position, open to applicants in Canada.

📋 Description

• Create financial analytics and reports that aid in regulatory compliance and strategic decision-making.

• Extract, analyze, and present treasury data utilizing internal systems and the Kyriba Treasury Management System.

• Collaborate with teams from Product, Engineering, Data Science, and Finance, leveraging in-house AI tools to enhance workflows.

• Design, develop, and improve data-driven dashboards.

• Oversee recurring reporting deliverables, manage stakeholder expectations, and uphold quality standards.

• Assist in complex Treasury Cash and Collateral Management projects.

• Perform SQL-based analysis to guide Treasury operations and strategy.

• Recognize and implement process enhancements for financial reporting and analysis.

• Convert business requirements into technical reporting solutions and enhance report performance with IT and data teams.


⛳️ Requirements

• Bachelor's degree in Finance, Economics, or a related discipline.

• Over 3 years of experience in financial analysis or a related position.

• More than 2 years of practical experience with the Kyriba Treasury Management System.

• Advanced skills in SQL and Excel.

• Strong analytical abilities and problem-solving skills.

• Exceptional verbal and written communication skills.

• Capability to manage multiple projects and priorities efficiently.

• Proven experience in Treasury and financial operations, banking and payments, or related operational roles.

• Experience in managing complete report lifecycles and multiple reporting deliverables.

• History of translating business requirements into technical reporting solutions.

• Preferred experience in financial modeling, coding/automation, data modeling, and using Power BI or Superset.

• Must be legally eligible to work in Canada.


🏝️ Benefits

• Comprehensive health benefits and life insurance.

• Long-term group savings plan with employer matching through Wealthsimple for Business.

• 20 vacation days annually.

• 4 wellness days each year.

• Unlimited sick and mental health days per year.*

• Opportunity to work outside Canada for up to 90 days each year.*

• Access to employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS.

• Equity compensation for permanent staff.

• AI-supported hiring process with the option to opt-out of interview recording; opting out does not affect candidacy.

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