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Senior Associate, Treasury Reporting and Analytics @Wealthsimple

[Hiring] Senior Associate, Treasury Reporting and Analytics @Wealthsimple

Mar 28, 2025 - Wealthsimple is hiring a remote Senior Associate, Treasury Reporting and Analytics. đź’¸ Salary: competitive salary with top-tier health benefits. đź“ŤLocation: Northern America.

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Role Description

This role involves joining the Treasury team at Wealthsimple, where you will be responsible for financial analytics and reporting to support regulatory compliance and strategic decision-making.

  • Develop and maintain comprehensive financial analytics and reports
  • Collaborate with cross-functional teams (including Product, Engineering, Data Science, and Finance) to optimize workflows and drive project success
  • Design, build, and refine intuitive, data-driven dashboards that provide actionable insights for various stakeholders
  • Drive complex projects within Treasury Cash and Collateral Management, facilitating communication and problem-solving across teams
  • Conduct in-depth analysis 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

Qualifications

  • Bachelor's degree in Finance, Economics, or related field
  • 3+ years of experience in financial analysis or similar role
  • Advanced proficiency in SQL and Excel
  • Strong analytical and problem-solving skills
  • Excellent verbal and written communication abilities
  • Demonstrated experience in creating clear, impactful dashboards
  • Ability to manage multiple projects and priorities effectively

Requirements

  • Relevant experience in payments operations, banking and payments, or other operations roles in related fields
  • Strong written and verbal communication skills
  • Proactive and action-oriented mindset
  • Ability to produce significant output with minimum wasted effort
  • Strong proficiency in SQL and a history of using data to answer complex problems
  • Financial modeling, coding/automation, and experience with business intelligence tools (Power BI, Superset) are an asset

Benefits

  • 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 $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

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đź“Ť Be aware of the location restriction for this remote position: Northern America
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Back to Remote jobs  >   Data Analysis
Senior Associate, Treasury Reporting and Analytics @Wealthsimple
Data Analysis
Salary đź’¸ competitive salary with top-tier health benefits
Remote Location
Northern America
Job Type full-time
Posted Mar 28, 2025
Apply for this position Unlock 54,445 Remote Jobs
️
đź“Ť Be aware of the location restriction for this remote position: Northern America
‼ Beware of scams! When applying for jobs, you should NEVER have to pay anything. Learn more.
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