Full time | Mid-Senior Level | Reports to the Controller

WealthOne is one of Canada’s fastest growing online banks. We opened in 2016 with a commitment to helping Canadians become much more financially secure. We know what newcomers to Canada need and understand the challenges that self-employed Canadians face, that’s why we specialize in innovative banking solutions tailored to their success!

Position Summary

This position is responsible for providing financial data and reports to support the managerial and financial reporting for the Bank and updating the periodic changes to the data and accounting records. The position is responsible for accurately recording the financial data into the accounting system in order to support the relevant and accurate financial reporting processes and to support the Bank’s decision making processes.

Key Responsibilities

• Financial Reporting: Prepare and analyze financial statements, ensuring accuracy and compliance with regulatory requirements.
• Financial Analysis: Conduct financial analysis to identify trends, variances, and opportunities for improvement.
• Team Management: Lead and mentor the finance team, providing guidance and support to ensure high performance and professional development.
• Internal Controls: Implement and maintain robust internal controls to safeguard company assets and ensure financial integrity.
• Compliance: Ensure compliance with all relevant financial regulations and standards.
• Stakeholder Communication: Communicate financial information and insights to stakeholders, including senior management, investors, and auditors.
• Process Improvement: Identify and implement process improvements to enhance efficiency and effectiveness within the finance department.

Who You Are

• You hold a Bachelor’s degree in Finance, Accounting, Economics or related field
• You have your CPA designation
• You have previous experience in financial analysis, preferably within the banking or financial services industry
• You have strong knowledge of financial analysis techniques, accounting principles and financial modeling
• It is preferred that you have experience in a supervisory role
• You are proficient in financial software and tools, such as Excel, financial modeling software, and data visualization tools
• You have excellent analytical and problem-solving skills, with the ability to interpret complex financial data and identify trends
• You have a solid understanding of banking products, services, and financial markets
• You pay strong attention to detail and have a high degree of accuracy in financial analysis, reporting, and record-keeping
• You operate with a high level of accountability, transparency, ownership, while maintaining a growth mindset
• You are a self starter who is able to identify priorities and execute tasks without detailed instructions
• You take full ownership of responsibilities and follows through to completion
• You have strong communication skills and convey clear, concise updates via email or chat, reducing the need for unnecessary follow ups or meetings for clarification
• You are comfortable reviewing financial reports and understand core accounting concepts
• You are tech-savvy and automation minded and have experience with simple script, macros or adopting new tools to improve efficiency
• You have demonstrated leadership potential to coach team members and manage conflict

What You Need to Know

At WealthONE, our people are our greatest asset. You’ll become part of a diverse and growing team that acknowledges everyone’s unique talents to do what’s right for the client, and to do it well. As part of our team, you will:

• Thrive: Benefit from an open and approachable culture that provides the flexibility and support you need to integrate your life at work and at home.
• Connect: Work in a place that fosters creativity and collaboration.
• Develop: Apply your skills and grow your career in a young, fast-growing environment.
• Prosper: Share in our collective success with a competitive salary, incentive pay, banking and health benefits program.

WealthONE is an equal opportunity employer committed to creating an inclusive environment where all team members and clients feel like they belong.

While we are based in Toronto, however this role can be conducted from any location across Canada. Our preference is for the incumbent to be Toronto based as work in the Toronto Head Office may be required. You also need to be legally eligible to work in Canada.

To learn more, please visit us at Wealth One Bank of Canada - About Us (https://www.wealthonebankofcanada.com/Personal/AboutUs/)