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.
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About the role:
The FP&A function at Wealthsimple is a lean, but high-impact team serving as strategic partners to our executive leadership, translating financial data and business trends into actionable insights that drive critical decision-making. As a Systems Analyst, reporting to the Director of Product, FP&A, you will lead the implementation and ongoing ownership of Pigment as FP&A’s primary forecasting and financial analysis platform, becoming Wealthsimple’s subject matter expert for everything Pigment.
In this role you'll have the opportunity to:
Be a full system owner responsible for the evolution of our internal tooling within FP&A
Design, build, and maintain financial models within Pigment to support budgeting, forecasting, and scenario planning across the organization
Partner with the FP&A team and broader business units to adapt models as our business evolves (e.g. new product launches, feature rollouts, etc.)
Develop and maintain annual budgets and monthly re-forecasts, leveraging Pigment to streamline and enhance forecasting and analysis processes
Conduct strategic analysis across our business as you grow into broader FP&A responsibilities
Drive continuous improvement in our financial planning, analysis and forecasting processes through system optimization and automation
Skills you'll bring:
3-5 years of experience in a financial or systems role (FP&A, financial systems implementation, or business systems analysis)
Experience with Pigment is highly valued
Strong technical aptitude and experience implementing or working with other financial planning platforms (Adaptive Insights, Anaplan, or similar tools valued)
Excellent modeling skills and advanced proficiency in Excel/Google Sheets, with the ability to translate complex business logic into systematic processes
A builder mentality - you love designing solutions from scratch and optimizing systems for scale
Demonstrated ability to learn new technical platforms quickly and become the go-to expert
Strong analytical and problem-solving skills with meticulous attention to detail
A passion for understanding the "how and why" of business processes and translating them into scalable models
Excellent communication skills and the ability to explain technical concepts to non-technical stakeholders
Ability to thrive in a fast-growing, dynamic environment where priorities can shift quickly
Collaborative approach and eagerness to work cross-functionally with business units and finance teams
Intellectual curiosity about financial planning, business strategy, and how technology can transform FP&A
A growth mindset - excited to expand your skillset beyond systems work into broader FP&A responsibilities over time
Confidence to embrace new ways of doing things and drive change
Honesty/integrity - Doesn't cut corners; does what is right
🌸 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.
ICYMITechnology & 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.
