Build and maintain integrated 3-statement financial models with 5-year projection horizons
Own scenario and sensitivity analysis tied to key business drivers
Translate strategic initiatives into quantified financial impacts
Maintain a living comps universe of public fintech, brokerage, and wealth management peers
Analyze peer 10-Ks, 10-Qs, and earnings transcripts
Produce valuation benchmarking that informs internal capital allocation
Build bottoms-up and top-down TAM frameworks across product verticals
Size market opportunities using primary regulatory, census, and industry data
Help define and stress-test key performance metrics
Serve as an analytical resource for board materials and executive presentations
Evaluate capital allocation decisions against our investment framework

2–4 years in investment banking, equity research, transaction advisory, strategic finance (or equivalent intensity)
Ability to build an integrated 3-statement model from scratch
Deep comfort with public company filings (10-K, 10-Q, proxy, S-1)
Understanding of capital allocation, return hurdles, and economic trade-offs
Strong command of Excel/Google Sheets; SQL or BI tool experience is a plus but not required
Self-sufficient and independent
Clear written and verbal communication skills
Genuine interest in fintech, capital markets, or financial services

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

Senior Analyst, Strategic Finance – FP&A

Key skills