[Hiring] Senior Associate, Treasury Cash & Settlements @Wealthsimple Technologies

Role Description

As a Senior Associate on Wealthsimple's Treasury Cash Management team, you'll play a critical role in ensuring optimal cash flow management and operational efficiency. You'll manage daily payment processing operations, monitor balances across accounts, and develop immediate and short-term cash flow forecasts that drive liquidity and revenue optimization decisions.

In this role you'll have the opportunity to:

• Process and validate daily payment transactions across multiple channels.
• Manage journal entries with precision and timeliness.
• Monitor and maintain target balance thresholds across banking relationships.
• Develop and maintain short term cash flow forecasts.
• Optimize liquidity positions to maximize financial returns.
• Communicate cash position updates to relevant stakeholders.
• Identify process improvement opportunities and implement solutions.
• Analyze patterns in cash movements and highlight anomalies.
• Support treasury operations during high-volume periods.

Qualifications

• Extreme attention to detail with strong data verification instincts.
• Understanding of brokerage operations and settlement processes.
• Demonstrated ability to thrive in fast-paced, dynamic environments.
• Adaptability to quickly pivot between tasks and processes as priorities shift.
• Exceptional organizational skills and structured approach to work.
• Working knowledge of AI tools for data analysis and process optimization.
• Proficiency in identifying data anomalies and outliers in large datasets.
• Strong analytical capabilities to understand numerical relationships.
• Independent problem-solving skills with solution-oriented mindset.
• Excellent communication skills, both written and verbal.
• Experience with treasury management systems and banking platforms.
• Bachelor's degree in Finance, Accounting, Economics or related field.

Requirements

• 2-3 years minimum in cash management or payment processing experience.
• Experience in fintech or digital banking environments.
• Knowledge of regulatory requirements for financial transactions.
• Familiarity with SQL or other data query languages.
• Experience with process automation tools.
• Understanding of settlement risk and liquidity management principles.

Benefits

• Top-tier health benefits and life insurance.
• Long-term group savings with employer match using our Wealthsimple for Business platform.
• 20 vacation days + 4 wellness days per year, and unlimited sick and mental health days.
• 90 days away program: Employees can work outside of Canada for up to 90 days per calendar year.
• A wide variety of peer and company-led Employee Resources Groups (e.g., Rainbow, Women of Wealthsimple, Black @ WS).
• We’re a remote first team with over 1,500 employees across North America.