Role overview

Wealthsimple, Canada’s leading financial innovator serving over 4 million Canadians with more than $155 billion in assets under administration, is seeking an Associate Treasury Reporting & Analytics professional for its Finance team. This role focuses on developing financial analytics, managing treasury reporting systems, and driving process improvements to support regulatory compliance and strategic decision-making across the organization.

Key responsibilities

Develop comprehensive financial analytics and reports that support regulatory compliance and inform strategic decisions across the business.
Extract, analyze, and report on treasury data using systems to ensure accuracy and timely delivery of all reporting deliverables.
Design, build, and refine data-driven dashboards that provide actionable insights to stakeholders across the organization.
Manage multiple reporting deliverables with varying frequencies while maintaining consistent quality standards and managing stakeholder expectations.
Conduct in-depth SQL analysis and investigation to inform critical business decisions related to treasury operations and strategy.
Identify and implement process improvements that enhance efficiency and accuracy in financial reporting and analysis.
Collaborate with cross-functional teams including Product, Engineering, Data Science, and Finance to optimize workflows and support complex Treasury Cash and Collateral Management projects.

Requirements

Bachelor’s degree in Finance, Economics, or a related field.
Three or more years of experience in financial analysis, treasury operations, banking and payments, or related operations roles.
Two or more years of hands-on experience with Kyriba Treasury Management System, including report configuration and data extraction.
Advanced proficiency in SQL and Excel, with demonstrated ability to use data to solve complex problems and translate business requirements into technical solutions.
Strong analytical and problem-solving skills with excellent verbal and written communication abilities.
Proven experience managing end-to-end report lifecycle and multiple reporting deliverables for various stakeholder groups.
Ability to manage multiple projects and priorities effectively while maintaining high standards of accuracy and integrity.

What makes this role worth considering

Wealthsimple offers top-tier health benefits, life insurance, and long-term group savings with employer matching through Wealthsimple for Business. The company provides 20 vacation days, 4 wellness days, and unlimited sick and mental health days annually, along with the flexibility to work outside Canada for up to 90 days per year. The organization maintains active employee resource groups and operates as a hybrid team, fostering a collaborative culture built on simplicity, integrity, and doing what is right for each client.