Senior Financial Analyst Sales & Marketing FP&A

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 3 million users who trust us with more than $20 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.

• Analyze major areas of Sales & Marketing spend (ie. Growth & Brand campaigns, Sales incentives & commission) to understand efficiencies and prioritize/plan investment decisions in collaboration with senior management
• Become embedded with business partners (both within Finance and across other functions), establishing trust and gaining an understanding of relevant business drivers
• Building, maintaining and improving complex financial models; summarizing and presenting financial performance to stakeholders at all levels of seniority
• Lead & maintain the financial budgeting and forecasting cycles for the Sales and Marketing teams on a monthly, quarterly and annual basis
• Support month-end close activities, including variance analysis and corporate-level reporting packages
• Support in developing measurement frameworks such as LTV/CAC and cohorted analysis
• Collaborate with other finance business partners to drive process improvements and standardize reporting

• Minimum 3-5 years experience in a financial role (FP&A experience preferred)
• Understanding of GTM functions, including sales, marketing, and customer success
• Strong financial modeling experience building operational, ROI, CAC/LTV, Cohort Analysis, and marketing campaign models
• Experience with data analysis, and/or FP&A planning software. Bonus points for experience in SQL, Adaptive Insights, Salesforce, Netsuite and Superset 
• Ability to multitask effectively in a fast-paced, quickly changing environment
• A passion for solving challenging and impactful problems, getting into the weeds by understanding the how and why of business processes
• Ability to work cross-functionally and an ability to influence at all levels within the organization
• Strong communication skills, including effective writing skills and the ability to communicate complex ideas in a simple & easy-to-understand way
• Confidence to embrace new ways of doing things, including automating functions and looking for continuous improvement
• Has new ideas to bring to Wealthsimple and acts without being told what to do
• Honesty/integrity - Doesn't cut corners; does what is right

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.

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