Senior Director, Financial Reporting

Wealthsimple overview

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 and expensive and make them transparent and low-cost for everyone. We’re the largest fintech company in Canada, with 3+ million users who trust us with more than $100 billion in assets.

We’re just getting started.

We’re looking for someone who thinks big, sweats the small stuff and keeps things simple. You’ll join a high-bar, fast-paced team where people are trusted to own their work, communicate openly, and ship things that improve our clients’ lives. Collaboration, humility, and a passion for quality are how we get stuff done. Be a part of our Canadian success story and help shape the financial future of millions.

Read our Culture Manual to learn more about how we work.

Senior Director of Financial Reporting

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 oversee the full scope of our internal and external financial reporting function, ensure technical accounting excellence, and maintain a robust control environment.

This is a highly visible role requiring deep technical accounting knowledge, exceptional leadership, and a proactive, forward-thinking mindset.

In this role, you will have the opportunity to:

• 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; prepare and implement 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 SOC I as well as 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.

• 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…