Wealthsimple

Financial Planning and Analysis

• Own the monthly close process and support financial & regulatory reporting
• Act as subject matter expert on complex accounting issues and provide solutions as appropriate
• Serve as the go-to person for financial reporting and monthly close presentations, including preparing variance analyses and commentary on financial results
• Perform complex analysis and articulate the financial & regulatory implications
• Identify and implement process improvements and automation within the accounting function to enhance efficiency and accuracy
• Support new initiatives and new product launches
• Manage relationships with various internal and external stakeholders and be the first touchpoint for issues and resolutions
• Participate in year-end audits and other audits, preparing supporting workpapers and promptly addressing questions
• Assist with ad hoc projects and other duties as assigned

Senior Accountant

Director

• Develop, execute, and manage Wealthsimple's Corporate and Brokerage capital structure strategy, with a focus on debt structure optimization
• Lead banking, lender, investor, and capital markets counterparty negotiations to support both Treasury initiatives and new product launches via structuring capital markets products and transactions, including financing
• Foster and deepen banking partners relationships and identify new partnership opportunities
• Oversee Wealthsimple’s Treasury investment portfolio to propose investment plan, execute strategy, monitor portfolio performance and perform appropriate rebalancing
• Propose hedging strategies and work with the Controllers team to ensure proper accounting treatment
• Bring innovative solutions to all aspects of the role and Treasury & Capital Markets team, to enable Wealthsimple products to be best in-class to address our client’s needs
• Maintain and enhance Wealthsimple’s Investment Policy and corporate investment strategy
• Build best-in-class capital markets capabilities to enable product offering that will delight Wealtsimple’s clients

Director, Capital Markets - Treasury

Risk

• Drive innovation and efficiency - Build and optimize our risk management processes as we launch exciting new products that help more people grow their wealth.
• Create data-driven solutions - Develop analytical frameworks that evaluate how our processes are performing and identify opportunities to make them even better.
• Monitor account risk daily - Keep a close eye on non-margin accounts holding securities and options, ensuring we follow our established policies to protect our clients.
• Take swift action when needed - Implement remedial measures for accounts in debit or high-risk situations, following our proven procedures to maintain account health.
• Turn insights into impact - Work with teams across Wealthsimple to transform data into clear recommendations, spot improvement opportunities, and enhance our systems and policies.
• Grow our team - Support and mentor junior colleagues while helping build the collaborative, growth-focused culture that makes Wealthsimple special.

Senior Accountant

Director, Capital Markets - Treasury

Senior Associate, Brokerage Risk - Money Owed