Senior Associate, Treasury Reporting and Analytics

Wealthsimple
Canada
Workplace: RemoteFull timeCAD 69,600 - 87,000 annuallyFunction: Data Analytics & Business IntelligenceExperience: 3+ yearsEducation: bachelorsSkills: ["Communication","Problem-solving","Stakeholder management","Ownership","Organization"]

Own daily treasury reporting workflows, including bank reconciliations across accounts and payment rails, ensuring accuracy, timeliness, and audit-readiness. Lead reporting and workflow improvements, taking on complex, higher-risk break resolutions. Collaborate with Product, Engineering, Data Science, and Finance to maintain deliverables with varying frequencies, using SQL, AI tools, and BI platforms to analyze root causes and improve scalability across Treasury Cash and Collateral Management.

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FursaFursa
Wealthsimple
Wealthsimple
2 days ago

Senior Associate, Treasury Reporting and Analytics

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Source: Company careers pageValidated by: Fursa AI
Last checked: 4 hours agoStatus: Live

Job Summary

Own daily treasury reporting workflows, including bank reconciliations across accounts and payment rails, ensuring accuracy, timeliness, and audit-readiness. Lead reporting and workflow improvements, taking on complex, higher-risk break resolutions. Collaborate with Product, Engineering, Data Science, and Finance to maintain deliverables with varying frequencies, using SQL, AI tools, and BI platforms to analyze root causes and improve scalability across Treasury Cash and Collateral Management.
Location: Canada
Workplace: Remote
Employment Type: Full time
Job Function: Data Analytics & Business Intelligence
Seniority: Mid level

Key Responsibilities

  • •Own daily bank reconciliations across Treasury accounts and payments rails, ensuring accuracy, timeliness, and audit-readiness.
  • •Investigate reconciliation breaks and partner with internal teams to close issues that carry real business risk.
  • •Maintain and improve multiple treasury reporting deliverables with varying frequencies and stakeholder groups.
  • •Conduct in-depth analysis using SQL, AI, and other tools to inform treasury operations and strategy.
  • •Support complex treasury cash and collateral management projects, including root-cause analysis and reporting/workflow optimization.
Travel: Medium travel

Pay and Benefits

Salary: CAD 69,600 - 87,000 annually
Perks:Health InsuranceLife InsurancePaid Leave

Key Requirements

  • •3+ years of experience in financial analysis or a similar role.
  • •Bachelor’s degree in Finance, Economics, or a related field.
  • •Hands-on experience with SQL for extracting, analyzing, and reporting financial data, with comfort navigating ambiguity.
  • •Experience with a treasury management system (e.g., Kyriba) or similar.
  • •Familiarity with BI tools such as Power BI or Superset, plus strong written and verbal communication.
Experience:3+ yearsTreasuryFinancial services
Education:Bachelor's in Finance, Economics, or related field
Skills:CommunicationProblem-solvingStakeholder managementOwnershipOrganization
Tech Stack:SQLAI toolsPower BISupersetKyribaFinancial modelingData modelAutomation

Company Brief

Wealthsimple
Wealthsimple is a Canadian fintech offering automated investing, savings, tax filing, crypto trading, and cash accounts with a focus on low-cost, user-friendly financial services for retail customers.
Industry: Wealth Management
Company Size: Enterprise (1,001+ employees)
Growth: Scaleup
Valuation: Unicorn (USD 1B+)
Headquarters: Toronto, Canada
Founded: 2014
WebsiteLinkedIn