Manager, FP&A

Wealthsimple

Manager, FP&A developing and maintaining budget and forecasts for Canada’s leading financial innovator Wealthsimple. Collaborating with various teams to provide actionable insights for financial planning.

Posted 6/3/2026full-timeRemote • 🇨🇦 CanadaMid-LevelSenior💰 CA$116,000 - CA$145,000 per yearWebsite

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Hard Skills

financial planning and analysisvariance analysisfinancial modelingbudgetingexpense forecastingdata analysisExcelPowerPointAdaptive Insights

Soft Skills

analytical skillsproblem-solving skillsattention to detailinterpersonal skillscommunication skillscollaborationcuriosityconfidenceintegrity

Tools & Technologies

Google SheetsGoogle Slides

Industry Keywords

financial reportingperformance metricsad-hoc projects

About the role

Key responsibilities & impact

Develop and maintain annual budget and quarterly re-forecasts, including streamlining the budgeting process
Work closely with the business units and Finance teams to develop monthly, quarterly and annual expense forecasts
Work with the People Ops team to develop and track payroll expenses and related metrics
Perform variance analysis on actuals to forecast and provide actionable insights to the business based on variance analysis
Assist financial reporting team during month end close for accuracy and completeness of information
Prepare external board materials and other deliverables
Provide assistance on ad-hoc projects

Requirements

What you’ll need

6-8 years of experience in a financial role (FP&A experience required)
Strong analytical and problem-solving skills with superior attention to detail; has very strong excel (or google sheets) and powerpoint (or google slides) skills (hands-on experience with Adaptive Insights is an asset)
Ability to establish, track, and evaluate performance metrics
Hands-on experience with pulling & analyzing complex data; strong financial modeling skills
Ability to thrive in a fast growing dynamic environment
A passion for solving challenging and impactful problems; getting into the weeds by understanding the how and why of business processes
A curious nature; if something seems off, take immediate actions to figure out what’s going on
Excellent interpersonal skills and willingness to work in collaboration with various team members; possess the confidence and tact required to express views to both senior stakeholders and peers
Strong communication skills including effective writing skills and the ability to communicate complex ideas in a simple & easy-to-understand way; the ability to accurately tell the story behind the numbers in a compelling manner
Confidence to embrace new ways of doing things, including automating functions and looks 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.

Benefits

Comp & perks

Top-tier health benefits and life insurance
Long-term group savings with employer match, through Wealthsimple for Business
20 vacation days, 4 wellness days, and unlimited sick and mental health days per year
90 days away: work outside Canada for up to 90 days per year
Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS