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Manager, FP&A

April 30, 2026

<h2>Build something people love</h2>Wealthsimple's mission is to help everyone achieve financial freedom – by making financial services simple, transparent, and low-cost. We're Canada's largest fintech, trusted by over 3 million clients with more than $100 billion in assets. We move fast, we own our work, and we care deeply about the people using our products. If that sounds like you, keep reading.We're proud of what we've built — and we're just getting started. Read our <a target="_blank" rel="noopener noreferrer nofollow" href="https://www.wealthsimple.com/en-ca/culture">Culture Manual</a> and learn more about <a target="_blank" rel="noopener noreferrer nofollow" href="https://www.wealthsimple.com/en-ca/careers">how we work</a>.In this role you'll have the opportunity to:<ul style="min-height:1.5em"><li>Develop and maintain annual budget and quarterly re-forecasts, including streamlining the budgeting process</li><li>Work closely with the business units and Finance teams to develop monthly, quarterly and annual expense forecasts</li><li>Work with the People Ops team to develop and track payroll expenses and related metrics</li><li>Perform variance analysis on actuals to forecast and provide actionable insights to the business based on variance analysis</li><li>Assist financial reporting team during month end close for accuracy and completeness of information</li><li>Prepare external board materials and other deliverables</li><li>Provide assistance on ad-hoc projects</li></ul>Skills you'll bring:<ul style="min-height:1.5em"><li>6-8 years of experience in a financial role (FP&A experience required)</li><li>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)</li><li>Ability to establish, track, and evaluate performance metrics</li><li>Hands-on experience with pulling & analyzing complex data; strong financial modeling skills</li><li>Ability to thrive in a fast growing dynamic environment</li><li>A passion for solving challenging and impactful problems; getting into the weeds by understanding the how and why of business processes</li><li>A curious nature; if something seems off, take immediate actions to figure out what’s going on</li><li>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</li><li>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</li><li>Confidence to embrace new ways of doing things, including automating functions and looks for continuous improvement</li><li>Has new ideas to bring to Wealthsimple and acts without being told what to do</li><li>Honesty/integrity - Doesn't cut corners; does what is right</li></ul><h2>Why Wealthsimple?</h2>🌸 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🌎 We are a hybrid team with over 1,500 employees across North America. The people are one of the best parts of working here: you'll collaborate with incredibly talented, curious, and driven teammates who are deeply committed to doing great work.<h2>ICYMI</h2>Technology & Innovation at Wealthsimple: We move quickly and build thoughtfully. That means we're always looking for better ways to work — whether that's new tools, AI, or rethinking how we approach a problem. We don't expect you to have all the answers, but we do expect curiosity and a willingness to evolve alongside the products we're building.Inclusion Statement: We're building products for a diverse world, and we need a diverse team to do it well. We strongly encourage applications from everyone, regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status.Accessibility Statement: We're committed to an accessible hiring experience. If you need any accommodations throughout the interview process, please let us know — we'll work with you to make sure you have what you need. We also welcome any feedback on how we can better accommodate candidates with accessibility needs.AI in Hiring: We may use artificial intelligence (AI) tools to support parts of our hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our team but don't replace human judgment – all final hiring decisions are made by people. If you have questions about how your data is used, reach out to us.

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Common Interview Questions And Answers

1. HOW DO YOU PLAN YOUR DAY?

This is what this question poses: When do you focus and start working seriously? What are the hours you work optimally? Are you a night owl? A morning bird? Remote teams can be made up of people working on different shifts and around the world, so you won't necessarily be stuck in the 9-5 schedule if it's not for you...

2. HOW DO YOU USE THE DIFFERENT COMMUNICATION TOOLS IN DIFFERENT SITUATIONS?

When you're working on a remote team, there's no way to chat in the hallway between meetings or catch up on the latest project during an office carpool. Therefore, virtual communication will be absolutely essential to get your work done...

3. WHAT IS "WORKING REMOTE" REALLY FOR YOU?

Many people want to work remotely because of the flexibility it allows. You can work anywhere and at any time of the day...

4. WHAT DO YOU NEED IN YOUR PHYSICAL WORKSPACE TO SUCCEED IN YOUR WORK?

With this question, companies are looking to see what equipment they may need to provide you with and to verify how aware you are of what remote working could mean for you physically and logistically...

5. HOW DO YOU PROCESS INFORMATION?

Several years ago, I was working in a team to plan a big event. My supervisor made us all work as a team before the big day. One of our activities has been to find out how each of us processes information...

6. HOW DO YOU MANAGE THE CALENDAR AND THE PROGRAM? WHICH APPLICATIONS / SYSTEM DO YOU USE?

Or you may receive even more specific questions, such as: What's on your calendar? Do you plan blocks of time to do certain types of work? Do you have an open calendar that everyone can see?...

7. HOW DO YOU ORGANIZE FILES, LINKS, AND TABS ON YOUR COMPUTER?

Just like your schedule, how you track files and other information is very important. After all, everything is digital!...

8. HOW TO PRIORITIZE WORK?

The day I watched Marie Forleo's film separating the important from the urgent, my life changed. Not all remote jobs start fast, but most of them are...

9. HOW DO YOU PREPARE FOR A MEETING AND PREPARE A MEETING? WHAT DO YOU SEE HAPPENING DURING THE MEETING?

Just as communication is essential when working remotely, so is organization. Because you won't have those opportunities in the elevator or a casual conversation in the lunchroom, you should take advantage of the little time you have in a video or phone conference...

10. HOW DO YOU USE TECHNOLOGY ON A DAILY BASIS, IN YOUR WORK AND FOR YOUR PLEASURE?

This is a great question because it shows your comfort level with technology, which is very important for a remote worker because you will be working with technology over time...