Manager, FP&A

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

📋 Description

• Formulate and oversee the annual budget along with quarterly re-forecasts, ensuring the budgeting process is efficient.

• Collaborate closely with business units and Finance teams to create monthly, quarterly, and annual expense projections.

• Partner with the People Ops team to establish and monitor payroll expenses and associated metrics.

• Conduct variance analysis on actual results compared to forecasts, offering actionable insights based on this analysis.

• Support the financial reporting team during month-end close to ensure accuracy and completeness of data.

• Prepare materials for external board meetings and other deliverables.

• Assist with various ad-hoc projects as needed.

⛳️ Requirements

• 6-8 years of experience in a financial capacity, with a requirement for FP&A experience.

• Exceptional analytical and problem-solving abilities with a keen eye for detail; proficient in Excel (or Google Sheets) and PowerPoint (or Google Slides), with hands-on experience in Adaptive Insights being advantageous.

• Capability to establish, monitor, and assess performance metrics.

• Practical experience in extracting and analyzing complex data; strong skills in financial modeling.

• Ability to excel in a rapidly growing and dynamic environment.

• A strong interest in addressing challenging and significant problems, with a willingness to delve deeply into business processes to understand the how and why.

• A naturally inquisitive mindset; when something appears amiss, act promptly to investigate.

• Excellent interpersonal skills and a readiness to collaborate with diverse team members; possess the confidence and tact necessary to convey perspectives to both senior stakeholders and peers.

• Strong communication skills, including effective writing abilities and the capacity to simplify complex ideas; adept at accurately narrating the story behind the numbers compellingly.

• Confidence in adopting new methodologies, including function automation, while seeking continuous improvement.

• Brings innovative ideas to Wealthsimple and takes initiative without needing direction.

• Integrity and honesty - does not take shortcuts; always adheres to ethical standards.

🏝️ Benefits

• Comprehensive health benefits and life insurance coverage.

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

• 20 vacation days, 4 wellness days, and unlimited sick and mental health days annually.

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

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