Senior Associate, Treasury Reporting and Analytics - Remote

Overview

Wealthsimple is on a mission to help everyone achieve financial freedom by reimagining what it means to manage your money. We are seeking an analytical, detail-oriented professional with strong SQL skills, advanced Excel expertise, and a passion for process improvement to join our Treasury team.

In Short

• Develop comprehensive financial analytics and reports to support regulatory compliance and strategic decision-making.
• Leverage Internal Systems and Kyriba Treasury Management System to extract, analyze, and report on treasury data.
• Collaborate with cross-functional teams to optimize workflows and drive project success.
• Design, build, and refine intuitive, data-driven dashboards.
• Maintain or develop multiple reporting deliverables with varying frequencies.
• Support the team on complex projects within Treasury Cash and Collateral Management.
• Conduct in-depth analysis using SQL and other tools to inform critical business decisions.
• Identify and implement process improvements in financial reporting and analysis.
• Translate business requirements into technical reporting solutions.

Requirements

• Bachelor's degree in Finance, Economics, or related field.
• 3+ years of experience in financial analysis or similar role.
• 2+ years of hands-on experience with Kyriba Treasury Management System.
• Advanced proficiency in SQL and Excel.
• Strong analytical and problem-solving skills.
• Excellent verbal and written communication abilities.
• Ability to manage multiple projects and priorities effectively.

Benefits

• Opportunity to work with a leading fintech company.
• Collaborative and inclusive team environment.
• Chance to impact financial operations on a large scale.
• Access to innovative technology and tools.