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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 3+ million users who trust us with more than $100 billion in assets.
Our teams ship often and make an impact with groundbreaking ideas. 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.
As the Manager, Treasury Reporting and Reconciliations, you will report directly to the Senior Manager, Money Movement Transformation and Reporting on the Treasury team.
We are seeking a highly skilled and strategic individual to join our dynamic Treasury team at Wealthsimple. This crucial role ensures the accuracy and integrity of our financial records while driving key strategic initiatives and building a high-performing team. As we continue to grow, we need an experienced leader who can oversee complex reconciliation operations, develop talent, and implement transformative projects that enhance our financial operations and reporting capabilities. Thriving in a collaborative, innovative environment, you'll have a unique opportunity to shape Wealthsimple's financial operations strategy, drive organizational excellence, and leverage your expertise to support our rapidly evolving business.
In this role you'll have the opportunity to:
- Lead and develop a team of reconciliation professionals, providing mentorship, coaching, and career development opportunities.
- Develop and implement strategic reconciliation framework across all treasury operations, including: Bank account reconciliations, General ledger account reconciliations, & Cash flow reconciliations.
- Partner with senior leadership across Finance, Treasury, and Accounting to drive cross-functional initiatives and process improvements.
- Own and deliver strategic transformation projects, including: Implementation of reconciliation platforms, Process re-engineering and optimization initiatives, & Building automated reconciliation infrastructure.
- Establish and maintain robust internal controls framework and governance standards.
- Ensure organizational compliance with accounting standards and regulatory requirements.
- Lead the reconciliation strategy for new product launches and feature expansions.
- Drive continuous improvement culture through data-driven insights and process improvements.
- Present reconciliation insights and recommendations to executive leadership.
- Manage vendor relationships and negotiate contracts for reconciliation tools and services.
Skills you'll bring:
- Has a Bachelor's degree in Accounting, Finance, or related field; CPA designation preferred
- 8+ years of progressive experience in treasury reconciliations or financial operations, with at least 3 years in a leadership role
- Proven track record of building and leading high-performing teams
- Advanced proficiency with SQL and data analysis tools; Python or similar programming experience is preferred.
- Extensive experience implementing and optimizing reconciliation platforms (BlackLine, Kyriba, Modern Treasury, or similar)
- Deep understanding of regulatory requirements and compliance frameworks in Canadian financial services
- Demonstrated ability to influence and collaborate with senior stakeholders
- Strategic mindset with strong execution capabilities
- Experience managing complex, enterprise-wide transformation projects
- Exceptional communication and presentation skills
Why Wealthsimple?
🤑 Competitive salary with top-tier health benefits and life insurance
📈 Retirement savings matching plan using Wealthsimple for Business
🌴 20 vacation days per year and unlimited sick and mental health days
📚 Up to $1,500 per year towards wellness and professional development budgets respectively
🛫 90 days away program: Employees can work internationally in eligible countries for up to 90 days per calendar year
🌎 A wide variety of peer and company-led Employee Resource Groups (ie. Rainbow, Women of Wealthsimple, Black @ WS)
💖 Company-wide wellness days off scheduled throughout the year
We’re a remote-first team, with over 1,000 employees coast to coast in North America. 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.
Technology & Innovation at Wealthsimple
We believe the future belongs to those who innovate boldly. At Wealthsimple, every team member is expected to lean into new technologies, including AI, and tooling to rethink how we work, solve problems faster, and create even greater value. We're looking for people who are not just comfortable with change but energized by it. Our commitment is to build a company that evolves at the pace of the world around us, and we want you to help lead that future.
DEI Statement
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.
Accessibility Statement
Wealthsimple provides an accessible candidate experience. If you need any accommodations or adjustments throughout the interview process and beyond, please let us know, and we will work with you to provide the necessary support and make reasonable accommodations to facilitate your participation. We are continuously working to improve our accessibility practices and welcome any feedback or suggestions on how we can better accommodate candidates with accessibility needs.
