Senior Analyst, Strategic Finance & FP&A

Location

Remote (Canada)

Full time

Remote

Finance FP&A

• CA $89K – CA $112K
  • Offers Equity

Base salary range:
For this role, candidates located in Canada can expect a base salary range, described in the posting. Actual compensation is determined based on skills, experience, and role level. Exceptional candidates may be considered above the top of the range, and pay can increase quickly for those who make a big impact in the role.

Total compensation:
In addition to base salary, permanent employees receive equity compensation. We use clear job levels and market-based salary bands to ensure compensation is fair and consistent across the company.

Wealthsimple is building Canada's leading financial platform — spanning brokerage, banking, crypto, and wealth management — and we're entering a phase where the quality of our financial analysis needs to match the ambition of what we're building. We're looking for a Senior Analyst with an investment banking or advisory background to bring institutional-grade modeling, valuation, and analytical rigor to our FP&A function.

This role is for someone who can build a 3-statement integrated financial model from a blank workbook, tear apart a 10-K in an afternoon, and pressure-test the assumptions behind a $50M capital allocation decision — all with minimal hand-holding. You'll work across long-range planning, competitive intelligence, market sizing, and stakeholder analytics as we continue to scale.

• Build and maintain integrated 3-statement financial models (income statement, balance sheet, cash flow) with 5-year projection horizons
• Own scenario and sensitivity analysis tied to key business drivers — client growth, AUM mix, take rate, and unit economics by product line
• Translate strategic initiatives into quantified financial impacts with clear assumptions and audit trails

• Maintain a living comps universe of public fintech, brokerage, neobank, and wealth management peers
• Analyze peer 10-Ks, 10-Qs, and earnings transcripts to extract operating metrics, segment economics, and reporting practices
• Produce valuation benchmarking that informs internal capital allocation and strategic positioning

• Build bottoms-up and top-down TAM frameworks across Wealthsimple's product verticals
• Size market opportunities using primary regulatory, census, and industry data — not sell-side estimates
• Quantify penetration rates, wallet share, and whitespace to support strategic planning and investment cases

• Support the development of institutional-quality materials: KPI packages, performance narratives, and supplemental data exhibits
• Help define and stress-test key performance metrics — ensuring they’re defensible, consistent, and tell the right story over time
• Serve as an analytical resource for board materials and executive presentations

• Evaluate capital allocation decisions against our investment framework
• Analyze unit economics at the across many metrics
• Support competitive deep-dives, pricing analysis, and product economics work as the business requires

• 2–4 years in investment banking, equity research, transaction advisory, strategic finance (or equivalent intensity). You’ve lived in Excel under pressure and it shows.
• You can build an integrated 3-statement model from scratch — not just update templates. DCF, LBO, and comps are second nature.
• Deep comfort with public company filings (10-K, 10-Q, proxy, S-1). You know where to find what matters and how to contextualize it.
• You think in terms of capital allocation, return hurdles, and economic trade-offs — not just revenue growth.
• Strong command of Excel/Google Sheets. SQL or BI tool experience is a plus but not required.
• Self-sufficient and independent. You take ambiguous problems and come back with structured, defensible answers — not a list of clarifying questions.
• Clear written and verbal communication. You can translate complex analysis into a narrative that a…