Description
Wealthsimple is seeking an analytical, detail-oriented professional with strong SQL skills, advanced Excel expertise, and a passion for process improvement to join our Treasury team.
The Associate Treasury Reporting & Analytics role involves developing comprehensive financial analytics and reports to support regulatory compliance and strategic decision-making. You will leverage internal systems and Kyriba Treasury Management System to extract, analyze, and report on treasury data, ensuring accuracy and timeliness of deliverables. You will collaborate with cross-functional teams and use in-house AI tools to optimize workflows and drive project success.
Key responsibilities include:
- Developing financial analytics and reports to support regulatory compliance and strategic decision-making
- Leveraging Internal Systems and Kyriba Treasury Management System to extract, analyze, and report on treasury data
- Collaborating with cross-functional teams and using in-house AI tools to optimize workflows and drive project success
- Designing, building, and refining intuitive, data-driven dashboards that provide actionable insights for various stakeholders
- Maintaining or developing multiple reporting deliverables with varying frequencies, managing stakeholder expectations and ensuring consistent quality standards
- Supporting the team on complex projects within Treasury Cash and Collateral Management, facilitating communication and problem-solving across teams
- Conducting in-depth analysis using SQL and other tools to inform critical business decisions related to Treasury operations and strategy
- Identifying and implementing process improvements that enhance efficiency and accuracy in financial reporting and analysis
- Translating business requirements into technical reporting solutions, working closely with IT and data teams to optimize report performance
The ideal candidate will have:
- Relevant experience in Treasury and financial operations, banking and payments, or other operations roles in related fields
- Proven experience overseeing end-to-end report lifecycle management, from requirements gathering to delivery
- 2+ years of hands-on experience with Kyriba Treasury Management System, including report configuration, data extraction, and workflow optimization
- 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
We offer:
- $54.4K – $68K base salary range
- Equity compensation
- 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