Lead, Treasury Reconciliations

Your career is an investment that grows over time!

Wealthsimple is on a mission to help everyone achieve financial freedom by reimagining what it means to manage your money. Using smart technology, we take financial services that are often confusing, opaque and expensive and make them transparent and low-cost for everyone. We’re the largest fintech company in Canada, with over 4 million users who trust us with more than $50 billion in assets.

Our teams ship often and make an impact with groundbreaking ideas. We're looking for talented people who keep it simple and value collaboration and humility as we continue to create inclusive and high-performing teams where people can be inspired to do their best work.

About the Role 

As the Treasury Reconciliations Lead, you will report directly to the Manager, Money Movement Transformation and Reporting. We are seeking a highly skilled, hands-on and motivated Lead, Treasury Reconciliations, to join our dynamic Finance team at Wealthsimple. This crucial role ensures the accuracy and integrity of our financial records while driving key strategic initiatives. As we continue to grow, we need an adaptable and flexible leader who can manage daily reconciliation tasks, foster team development, and contribute to long-term projects that improve our financial operations and reporting. Thriving in a collaborative, innovative environment, you'll have a unique opportunity to make a significant impact on Wealthsimple's financial operations, contribute to our growth and success, and leverage your expertise in our dynamic and rapidly evolving industry.

In this role, you will:

• Manage and oversee daily reconciliation tasks, including: bank account reconciliations, general ledger account reconciliations, cash flow reconciliations and intercompany reconciliations.
• Lead and develop a team through regular meetings and performance management.
• Collaborate closely with Finance, Treasury, and Accounting teams on various projects.
• Contribute to strategic initiatives, including: implementation and optimization of reconciliation software, streamlining reconciliation processes, and developing automated reconciliation tools.
• Enhance internal controls and audit trails. Ensure compliance with relevant accounting standards and regulatory requirements.
• Support the implementation of new financial products and services by ensuring proper reconciliation procedures are in place.
• Drive process improvements and automation efforts in reconciliation operations.
• Assist in enhancing financial reporting accuracy and timeliness.

We’re looking for someone who:

• Has a Bachelor's and/or Master’s degree in Accounting, Finance, or related field
• 5+ years of experience in treasury reconciliations or similar financial roles
• Has work experience with SQL or other data analysis tools
• Experience with reconciliation software, preferably BlackLine, Kyriba, Modern Treasury or similar
• Strong knowledge of regulatory requirements in financial services
• Excellent leadership and team management skills
• Strong problem-solving and analytical abilities
• Ability to manage multiple projects and priorities in a fast-paced environment

Why Wealthsimple?

🤑 Competitive salary with top-tier health benefits and life insurance

📈 Retirement savings matching plan using Wealthsimple Work

🌴 20 vacation days per year and unlimited sick and mental health days

📚 Up to $1,500 per year towards wellness and professional development budgets respectively 

🛫 90 days away program: Employees can work internationally in eligible countries for up to 90 days per calendar year 

🌎 A wide variety of peer and company-led Employee Resource Groups (ie. Rainbow, Women of Wealthsimple, Black @ WS)

💖 Company-wide wellness days off scheduled throughout the year

We’re a remote-first team, with over 1,000 employees coast to coast in North America. Be a part of our Canadian success story and help shape the financial future of millions — join us!

Read our Culture Manual and learn more about how we work.

DEI Statement

At Wealthsimple, we are building products for a diverse world and we need a diverse team to do that successfully. We strongly encourage applications from everyone regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status. 

Accessibility Statement

Wealthsimple provides an accessible candidate experience. If you need any accommodations or adjustments throughout the interview process and beyond, please let us know, and we will work with you to provide the necessary support and make reasonable accommodations to facilitate your participation. We are continuously working to improve our accessibility practices and welcome any feedback or suggestions on how we can better accommodate candidates with accessibility needs.