Senior Associate, Treasury Reporting and Analytics

About the role

Build something people love Wealthsimple is Canada’s leading financial innovator. The company offers a full suite of simple, sophisticated financial products across managed investing, do-it-yourself trading, cryptocurrency, tax filing, spending and saving. Wealthsimple currently serves more than 4 million Canadians and holds over $155 billion in assets under administration. The company was founded in 2014 by a team of financial experts and technology entrepreneurs, and is headquartered in Toronto, Canada. We're proud of what we've built — and we're just getting started. Read our Culture Manual and learn more about how we work.

What you’ll do

• Own daily bank reconciliations across Treasury accounts and payments rails, ensuring accuracy, timeliness, and audit-readiness.
• Collaborate with cross-functional teams (including Product, Engineering, Data Science, and Finance) and use in house AI tools to optimize workflows and drive project success.
• Act as a key stakeholder in break resolution, partnering with your manager and other teams to close out issues that carry real business risk
• Maintain or develop multiple reporting deliverables with varying frequencies, managing stakeholder expectations and ensuring consistent quality standards.
• Support the team on complex projects within Treasury Cash and Collateral Management, facilitating communication and problem-solving across teams.
• Conduct in-depth analysis using SQL, AI, and other tools to inform critical business decisions related to Treasury operations and strategy
• Use AI tools responsibly, and within Wealthsimple's internal controls, to support your day-to-day work
• Maintain reporting and workflow-optimisation projects that make reconciliation faster, clearer, and more scalable across the team. Take on the more complex, higher-risk breaks and drive them through to resolution
• Financial modeling, coding/automation, ability to contribute to a data model, and experience with business intelligence tools (Power BI, Superset) is preferred
• Support Treasury reporting projects, helping surface the root causes behind recurring breaks rather than just resolving them one-off

What they’re looking for

Select a requirement to inspect fit, evidence or application context.

• Bachelor's degree in Finance, Economics, or related field
• 3+ years of experience in financial analysis or similar role
• Experience with a treasury management system (e.g., Kyriba) or similar
• Hands-on experience with SQL for extracting, analysing, and reporting on financial data. Familiarity with BI tools (e.g., Power BI, Superset)
• Strong analytical and problem-solving skills, with comfort navigating ambiguity without a set playbook
• Excellent written and verbal communication — able to explain a reconciliation issue clearly to a technical or non-technical audience alike
• Ability to manage multiple projects and priorities effectively
• You dig into what's off rather than waiting to be told — a break doesn't sit unexplained on your desk
• You take ownership end-to-end, and you're comfortable working without a playbook that's already been written for you
• You communicate clearly, whether you're explaining an issue to an engineer or a finance lead
• You do what's right, not what's easiest or fastest to get off your plate
• You're organized enough to juggle multiple reporting deadlines without dropping the ball
• You're comfortable working with AI tools where they genuinely help, and know where the line is