Senior Director, Financial Reporting

Wealthsimple Technologies

13d • Remote

About The Position

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.

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.

In this role, you will have the opportunity to: 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.

Requirements

• 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.

Responsibilities

• 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.
• 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.
• 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.
• 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.

Benefits

• Competitive salary with top-tier health benefits and life insurance
• Long-term group savings with employer match using our Wealthsimple for Business platform
• 20 vacation days + 4 wellness days per year, and unlimited sick and mental health days
• 90 days away program: Employees can work outside of Canada for up to 90 days per calendar year
• A wide variety of peer and company-led Employee Resources Groups (e.g., Rainbow, Women of Wealthsimple, Black @ WS)

What This Job Offers

• Job Type: Full-time
• Career Level: Director
• Education Level: No Education Listed