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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-growin