Wealthsimple
Financial Analyst
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 3+ million users who trust us with more than $100 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 Business Enterprise Systems Team
The Business Enterprise Systems (BES) team is a support and enablement organization that ensures the seamless operation of Wealthsimple’s enterprise systems. Our mission is to maximize the value of our internal tech stack by managing connectivity, integrations, and automation that power business operations with integrity, scalability, and security.
We act as the glue between people, processes, and technology — standardizing tools, enabling employees to self-serve, and driving operational excellence. Guided by principles of transparency, root-cause problem solving, and a “stack-first” mindset, BES empowers Finance, Procurement, HR, IT, and other departments to work smarter, faster, and with confidence.
The position reports to the Senior Manager, Enterprise Business Systems, and is part of the broader Security and IT function.
About the Finance Systems Administrator:
We are seeking a Financial Systems Administrator to join our growing Business Enterprise Systems (BES) team. In this role, you’ll be the hands-on steward of our core finance applications — including ERP, expense, procurement, and reconciliation platforms — ensuring they run smoothly, securely, and efficiently. You’ll manage day-to-day system operations, maintain configuration and governance standards, support end users, and collaborate with business and technical teams to enable critical financial processes across the company.
This role is ideal for someone who thrives at the intersection of technology and finance, has a strong attention to detail, and is passionate about operational excellence. As a key member of BES, you’ll help maximize the value of our financial technology stack and ensure that our systems scale with the business.
What You’ll Do:
Administer Core Finance Systems: Manage user access, roles, and permissions; configure workflows, fields, and approval chains; and maintain governance controls across platforms such as NetSuite, Float, Zip, FloQast, and other finance-related tools.
Support Month-End and Financial Operations: Partner with Finance and Accounting teams to ensure systems are operating reliably during close cycles, reconciliation periods, and key reporting windows.
Monitor and Maintain System Health: Oversee integrations, scheduled jobs, and data syncs; proactively troubleshoot issues and coordinate with vendors or engineering teams to resolve incidents.
Drive Continuous Improvement: Identify inefficiencies and automation opportunities in workflows and processes, implementing enhancements to improve usability and data quality.
Provide End-User Support & Training: Develop and maintain documentation, deliver training sessions, and respond to user inquiries with a focus on enabling self-sufficiency and adoption.
Enable Compliance & Governance: Work closely with Security, IT, and Finance to ensure financial systems meet internal control requirements (e.g., SOC1/SOX) and align with company policies.
Support Implementations & Enhancements: Participate in system upgrades, new feature rollouts, and integration projects by assisting with testing, validation, and deployment.
Who you are:
3+ years of experience administering finance systems (e.g., NetSuite, Float, Zip,FloQast, or any other finance-related SAAS tools).
Strong understanding of financial processes such as procure-to-pay, expense management, general ledger, month-end close, and reconciliations.
Hands-on experience with user management, roles/permissions, workflows, saved searches/reports, and system configuration.
Familiarity with integrations and data flows between financial systems and adjacent platforms (HRIS, banking, procurement, etc.).
Excellent problem-solving skills with a structured approach to troubleshooting and continuous improvement.
Strong communication skills with the ability to collaborate with both technical teams and non-technical stakeholders.
Self-motivated, detail-oriented, and able to manage multiple priorities in a fast-paced environment.
Experience supporting system audits, internal controls, or compliance initiatives.
We’re reviewing applications on a rolling basis and will be in touch with qualified candidates soon. Please note that our hiring process may slow down a bit during the holiday season and we may be in touch early in the new year.
Why Wealthsimple?
🤑 Competitive salary with top-tier health benefits and life insurance
📈 Retirement savings matching plan using Wealthsimple for Business
🌴 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)
💖 Allocated number of Wellness Days that can be scheduled over the course of 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.
Technology & Innovation at Wealthsimple
We believe the future belongs to those who innovate boldly. At Wealthsimple, every team member is expected to lean into new technologies, including AI, and tooling to rethink how we work, solve problems faster, and create even greater value. We’re looking for people who are not just comfortable with change but energized by it. Our commitment is to build a company that evolves at the pace of the world around us, and we want you to help lead that future.
To apply for this job please visit jobs.lever.co.