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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 $30 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.
About the role
Reporting to the Manager, Finance, you will play a critical role in ensuring accurate and timely reporting to our regulators and parent company.
In this role, you will have the opportunity to:
- Own the monthly close process and support financial regulatory reporting.
- Act as subject matter expert on complex accounting issues and provide solutions as appropriate.
- Be the go-to person on financial reporting and presenting in monthly close meetings.
- Be responsible for complex analysis and have the ability to articulate the financial regulatory implications.
- Lead in enhancing financial reporting processes and policies, systems, internal control environments, and recommend process changes and improvements.
- Contribute to new initiatives and new product launches.
- Manage relationships with various internal and external stakeholders and be the first touchpoint for issues and resolutions.
We're looking for someone who:
- Has 3-5 years of full cycle accounting experience coupled with a college diploma or university degree in Business or Accounting.
- Has a CPA designation or equivalent experience.
- Brings advanced knowledge of accounting principles.
- Has experience with applications and ERP systems, including Oracle, NetSuite, Excel, Word, Preset, and Google Suite.
- Can be an advisor with sound judgement and has the ability to manage conflicting priorities.
- Is curious with a desire to dive into things and, if something seems off, figure out what’s going on.
- Is courageous in embracing new ways of doing things, including automating functions, finding scalable solutions, and driving continuous improvement.
- Is a strong problem-solver with attention to detail.
- Possesses excellent communication skills and is comfortable connecting with people at all levels of the organization.
- Has the ability to learn quickly, work under pressure and meet strict deadlines in a fast-paced environment.
- Brings work experience in an CIRO member firm (this is considered an asset).
- Has completed the Canadian Securities Course (this is considered an asset).
Why Wealthsimple?
🤑 Competitive Salary with top-tier health benefits and life insurance
📈 Retirement savings matching plan using Wealthsimple Work
🌴 20 vacation days per year and unlimited sick and mental health days
📚 Up to $1500 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 1000 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.
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.
