Senior Associate, Treasury Reporting and Analytics

Remote

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Not SpecifiedCompensation

Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Fintech, Financial ServicesIndustries

Requirements

Candidates should have demonstrated success in Treasury and financial operations, banking and payments, or related fields. Proven experience in end-to-end report lifecycle management is required, along with at least 2 years of hands-on experience with Kyriba Treasury Management System. Strong SQL skills, advanced Excel expertise, excellent planning and organizational abilities, and strong written and verbal communication skills are essential. Experience in credit products, prepaid cards, or spend operations is a strong plus.

Responsibilities

Develop financial analytics and reports for regulatory compliance and strategic decision-making. Extract, analyze, and report on treasury data using internal systems and Kyriba. Collaborate with cross-functional teams to optimize workflows and drive project success. Design and build data-driven dashboards for actionable insights. Manage multiple reporting deliverables, ensuring accuracy and quality. Support complex projects in Treasury Cash and Collateral Management. Conduct in-depth analysis using SQL to inform business decisions. Identify and implement process improvements for financial reporting and analysis. Translate business requirements into technical reporting solutions.

Skills

SQL

Excel

Financial Analytics

Reporting

Process Improvement

Problem-Solving

Dashboard Creation

Credit Products

Prepaid Cards

Spend Operations

Wealthsimple

Digital platform for investing and financial management

About Wealthsimple

Wealthsimple provides a range of financial tools that help individuals manage their money effectively. Their services include automated investing, where users can set up investment accounts that automatically adjust based on market conditions, and commission-free stock trading, allowing users to buy and sell stocks without paying fees. They also offer cryptocurrency investments for those interested in digital currencies and a straightforward tax filing service that is designed to be quick and user-friendly. Wealthsimple stands out from its competitors by focusing on young professionals and tech-savvy individuals, providing a digital platform that is easy to navigate and understand. The company's goal is to simplify financial management, making it accessible to everyone by using technology to create a more personal and approachable experience in finance.

Toronto, CanadaHeadquarters

2014Year Founded

$826.6MTotal Funding

LATE_VCCompany Stage

Fintech, Financial ServicesIndustries

1,001-5,000Employees

Benefits

Health Insurance

Life Insurance

401(k) Company Match

401(k) Retirement Plan

Paid Vacation

Unlimited Paid Time Off

Professional Development Budget

Wellness Program

Remote Work Options

Paid Holidays

Risks

Increased competition from zero-commission brokers could erode Wealthsimple's market share.

Invite-only rollout of Wealthsimple Cash may limit user adoption and growth.

Rapid cryptocurrency adoption pressures Wealthsimple to innovate its offerings continuously.

Differentiation

Wealthsimple offers a human-centric approach to finance with user-friendly digital tools.

The company provides a seamless platform for investing, trading, saving, and tax filing.

Wealthsimple targets young, tech-savvy professionals seeking accessible financial management solutions.

Upsides

Wealthsimple's AUA reached $50 billion, indicating strong market presence and growth potential.

The rise of AI-driven advisory services can enhance Wealthsimple's personalized investment offerings.

Fractional shares' popularity aligns with Wealthsimple's target demographic, boosting user acquisition.

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