Wealthsimple
Associate Treasury Reporting & Analytics
Remote (Canada). Posted 24 days ago
The role
This professional will develop financial analytics and reports to support regulatory compliance and strategic decision-making. They will use SQL and Excel to extract data, build dashboards, and optimize treasury workflows.
What you will do
- Develop financial analytics and reports for regulatory compliance and strategic decision-making
- Extract, analyze, and report on treasury data using systems
- Collaborate with cross-functional teams using in house AI tools
- Design, build, and refine data-driven dashboards
- Maintain multiple reporting deliverables with varying frequencies
- Support Treasury Cash and Collateral Management projects
- Conduct in-depth analysis using SQL to inform business decisions
- Identify and implement process improvements for financial reporting
- Translate business requirements into technical reporting solutions
Required qualifications
- 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
Nice to have
- Experience in credit products, prepaid cards or other spend operations functions
- Financial modeling
- Coding/automation
- Ability to contribute to a data model
- Experience with business intelligence tools (Power BI, Superset)
Benefits
- Top-tier health benefits and life insurance
- Long-term group savings with employer match, through Wealthsimple for Business
- 20 vacation days
- 4 wellness days
- Unlimited sick and mental health days per year
- Work outside Canada for up to 90 days per year
About the company
Wealthsimple is Canada’s leading financial innovator, offering financial products across managed investing, trading, cryptocurrency, tax filing, spending and saving. The company is headquartered in Toronto, Canada.