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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.
We're proud of what we've built — and we're just getting started. Read our Culture Manual and learn more about how we work.
About the role
We are looking for an experienced and dynamic Senior Director of Financial Reporting to join our Controllership leadership team. This strategic role is critical to supporting Wealthsimple’s continued growth and evolving regulatory landscape, including scaling the team to a public company standard.The Senior Director will be responsible for overseeing the full scope of our internal and external financial reporting function, ensuring technical accounting excellence, and maintaining a robust control environment. This is a highly visible role that requires a blend of deep technical accounting knowledge, exceptional leadership, and a proactive, forward-thinking mindset.
What you'll do:
Financial Reporting & Accounting
Oversee the preparation and timely filing of all external financial statements, ensuring IFRS compliance.
Oversee the month end process and related accounting processes.
Drive the overall project plan and necessary infrastructure build-out to operate similar to a public company, implementing new policies, procedures and controls as required and obtaining the necessary buy-in from all stakeholders.
Coordinate and manage the external audit process, serving as a primary point of contact for external auditors.
Accounting Policy & Technical Research
Lead the development, interpretation, and application of complex technical accounting policies across the organization (e.g., IFRS 9, IFRS 18, revenue recognition, equity etc.)
Monitor the evolving regulatory landscape and company growth plans and proactively assess the impact of new accounting standards and strategy and prepare / implement the necessary changes.
Review detailed technical accounting memos to support the company’s accounting positions and communicate to senior stakeholders on the impact of the accounting policies to the organization.
Internal Controls Over Financial Reporting (ICFR)
Continue the build of a rigorous and effective internal control framework (e.g., SOX) to support a public company level control environment
Manage ongoing control testing and remediation efforts, working cross-functionally with process owners, including testing for both the SOC I as well as the interim and annual audits
Promote a strong culture of control and compliance across the organization and ensure that control design supports the company’s growth trajectory.
Leadership & Team Management
Mentor and lead a high-performing team focused on Accounting Policy, Financial Reporting, Accounting and Controls.
Foster a positive, collaborative, and growth-oriented team environment.
Act as a thought partner to the VP Controller and Executive team on critical accounting and financial matters.
Skills you'll bring:
CPA designation is required.
15+ years of progressive experience in finance/accounting, with significant time spent in a Financial Reporting leadership role at a publicly traded company.
Deep and current knowledge of IFRS and strong proficiency in establishing and managing internal controls (SOX/ICFR). Experience in financial services is a significant asset.
Proven ability to lead, motivate, and develop senior finance professionals.
Exceptional written and verbal communication skills, capable of presenting complex financial information clearly and concisely to non-finance stakeholders and executive leadership.
A passion for Wealthsimple, fintechs, technology, and AI
An ability to thrive in fast-paced and highly ambiguous settings, building products and processes from the group up with limited guidance
Demonstrated experience in leading cross-functional projects and fostering collaborative partnerships among diverse teams.
Why Wealthsimple?
🌸 Top-tier health benefits and life insurance
📈 Long-term group savings with employer match, through Wealthsimple for Business
🌴 20 vacation days, 4 wellness days, and unlimited sick and mental health days per year
✈️ 90 days away: work outside Canada for up to 90 days per year
👥 Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS
🌎 We are a hybrid team with over 1,500 employees across North America. The people are one of the best parts of working here: you'll collaborate with incredibly talented, curious, and driven teammates who are deeply committed to doing great work.
ICYMI
Technology & Innovation at Wealthsimple: We move quickly and build thoughtfully. That means we're always looking for better ways to work — whether that's new tools, AI, or rethinking how we approach a problem. We don't expect you to have all the answers, but we do expect curiosity and a willingness to evolve alongside the products we're building.
Inclusion Statement: We're building products for a diverse world, and we need a diverse team to do it well. We strongly encourage applications from everyone, regardless of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status.
Accessibility Statement: We're committed to an accessible hiring experience. If you need any accommodations throughout the interview process, please let us know — we'll work with you to make sure you have what you need. We also welcome any feedback on how we can better accommodate candidates with accessibility needs.
AI in Hiring: We may use artificial intelligence (AI) tools to support parts of our hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our team but don't replace human judgment – all final hiring decisions are made by people. If you have questions about how your data is used, reach out to us.