Vice President - Financial Planning and Analysis

December 20, 2024

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Wealthsimple

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Wealthsimple is a financial technology company based in Canada that offers a range of investment and financial services. They provide managed investing options with custom portfolios tailored to individual goals, and offer self-directed investing to take control of trading stocks, ETFs, and cryptocurrencies commission-free. Wealthsimple also provides high-interest cash accounts, various retirement savings accounts, and a comprehensive set of tools for personal finance management. With over 3 million users, they emphasize low fees, transparency, and personalized financial advice.

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

501 - 1000 employees

Founded 2014

💸 Finance

💳 Fintech

💰 Private Equity Round on 2021-05

📋 Description

• Your career is an investment that grows over time! • Wealthsimple is on a mission to help everyone achieve financial freedom by reimagining what it means to manage your money. Using smart technology, we take financial services that are often confusing, opaque and expensive and make them transparent and low-cost for everyone. We’re the largest fintech company in Canada, with over 4 million users who trust us with more than $50 billion in assets, and we’re just getting started. • Our teams ship often and make an impact with groundbreaking ideas and Canadian firsts. We're looking for talented people who keep it simple and value collaboration and humility as we continue to create inclusive and high-performing teams where people can be inspired to do their best work. • Wealthsimple is seeking a dynamic Vice President of Financial Planning and Analysis (VP, FP&A) to join our senior leadership team. In this high-impact leadership role, you will not only oversee financial planning and budgeting but also play a pivotal role in developing finance into a strategic enabler of business outcomes. You will work closely with the executive team and business leaders to translate financial insights into actionable strategies, ensuring that the company’s financial goals align with and support overall business objectives. This role requires a strategic thinker with expertise in financial modeling, budgeting, forecasting, and performance analysis, as well as a proven ability to influence cross-functional teams and deliver results that drive long-term growth.

🎯 Requirements

• Bachelor’s degree in Finance, Accounting, Economics, or a related field • MBA or advanced degree preferred. • 12+ years of experience in financial planning and analysis, with at least 5 years in a leadership role leading a large team, ideally with a mix in both private and public organizations • Proven track record of driving business performance and financial results in a dynamic, fast-paced environment, ideally in the fintech, technology, or financial sectors • Deep experience in financial modeling, forecasting, and financial reporting tools • Proven ability to design and lead an efficient annual budgeting and planning process, collaborating effectively with cross functional partners • Advanced analytical skills, with the ability to interpret complex financial data and communicate insights clearly to executive leadership • Excellent leadership and interpersonal skills, with a demonstrated ability to lead and develop high-performing teams • Experience with financial systems (e.g. Adaptive Insights, Netsuite)