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WealthsimpleCore Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial analysis, regulatory compliance, and treasury operations, with advanced skills in SQL and Kyriba Treasury Management System. Proven ability to manage reporting deliverables and collaborate across teams to optimize financial workflows.
Highest-signal resume keywords
Kyriba Treasury Management SystemSQL ProficiencyFinancial AnalysisData ModelingTreasury Operations Experience
Tech Stack
Tools & technologiesAbout the role
Key responsibilities & impact- Develop financial analytics and reports supporting regulatory compliance and strategic decision-making
- Extract, analyze, and report treasury data using internal systems and Kyriba Treasury Management System
- Collaborate with Product, Engineering, Data Science, and Finance teams and use in-house AI tools to optimize workflows
- Design, build, and refine data-driven dashboards
- Manage recurring reporting deliverables, stakeholder expectations, and quality standards
- Support complex Treasury Cash and Collateral Management projects
- Conduct SQL-based analysis to inform Treasury operations and strategy
- Identify and implement process improvements for financial reporting and analysis
- Translate business requirements into technical reporting solutions and optimize report performance with IT and data teams
Requirements
What you’ll need- Bachelor's degree in Finance, Economics, or related field
- 3+ years of experience in financial analysis or a similar role
- 2+ years of hands-on experience with Kyriba Treasury Management System
- Advanced proficiency in SQL and Excel
- Strong analytical and problem-solving skills
- Excellent verbal and written communication abilities
- Ability to manage multiple projects and priorities effectively
- Demonstrated experience in Treasury and financial operations, banking and payments, or related operations roles
- Experience managing end-to-end report lifecycles and multiple reporting deliverables
- Experience translating business requirements into technical reporting solutions
- Financial modeling, coding/automation, data modeling, and Power BI or Superset experience preferred
- Legally eligible to work in Canada
Benefits
Comp & perks- Top-tier health benefits and life insurance
- Long-term group savings with employer match, through Wealthsimple for Business
- 20 vacation days per year
- 4 wellness days per year
- Unlimited sick and mental health days per year*
- Work outside Canada for up to 90 days per year*
- Employee resource groups, including Rainbow (2SLGBTQ), Women of WS, and Black at WS
- Equity compensation for permanent employees
- AI-supported hiring process with opt-out interview recording; opting out does not impact candidacy
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial AnalysisSQLExcelFinancial ModelingData ModelingCoding/AutomationPower BISupersetRegulatory ComplianceReport Lifecycle Management
Soft Skills
Analytical SkillsProblem-Solving SkillsVerbal CommunicationWritten CommunicationProject Management
Industry Keywords
Treasury ManagementFinancial OperationsBankingPaymentsStakeholder Management