Annie Jian, Cpa
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Annie Jian, Cpa Email & Phone Number

Senior Financial Analyst, FP and A at Wealthsimple
Location: Canada 11 work roles 2 schools
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✓ Verified August 2026 3 data sources Profile completeness 100%

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Current company
Wealthsimple
Role
Senior Financial Analyst, FP and A
Location
Canada
Company size
1606 employees

Who is Annie Jian, Cpa? Overview

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Quick answer

Annie Jian, Cpa is listed as Senior Financial Analyst, FP and A at Wealthsimple, a with 1606 employees, based in Canada. AeroLeads shows a matched LinkedIn profile for Annie Jian, Cpa.

Annie Jian, Cpa previously worked as Senior Financial Analyst, FP&A at Wealthsimple and Senior Financial Analyst, FP&A at Skipthedishes. Annie Jian, Cpa holds Accounting And Financial Management from University Of Waterloo.

Company email context

Email format at Wealthsimple

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Wealthsimple

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Profile bio

About Annie Jian, Cpa

Annie Jian, Cpa is a Senior Financial Analyst, FP and A at Wealthsimple. She possess expertise in teamwork, microsoft excel, time management, leadership, customer service and 5 more skills.

Listed skills include Teamwork, Microsoft Excel, Time Management, Leadership, and 6 others.

Current workplace

Annie Jian, Cpa's current company

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Wealthsimple
Wealthsimple
Senior Financial Analyst, FP and A
Canada
Website
wealthsimple.com
Employees
1606
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Company profile
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11 roles

Annie Jian, Cpa work experience

A career timeline built from the work history available for this profile.

Senior Financial Analyst, Fp&A

Current
Wealthsimple

Toronto, Ontario, Canada

Oct 2024 - Present

Senior Financial Analyst, Fp&A

Skipthedishes

Toronto, Ontario, Canada

Apr 2022 - Oct 2024

Consultant

Deloitte Canada

Toronto, Canada Area

Enterprise Technology & Performance - Finance & PerformanceExperienced in leading and supporting teams for finance process optimizations as well as large-scale technology and FP&A / finance transformations in the insurance, healthcare, and consumer industries.

Sep 2019 - Jul 2021

Teaching Assistant

University Of Waterloo

MAcc 690 - Technology & Innovation for AccountantsAFM 373 - Cases and Applications in Corporate FinanceAFM 274/372 - Corporate/Managerial Finance IIAFM 272/273 - Corporate/Managerial Finance IAFM 123 - Accounting Information for ManagersAFM 101 - Introduction to Financial AccountingSPCOM 111 - Leadership, Communication, and Collaboration

May 2017 - Apr 2021

Consultant

Deloitte Canada

Toronto, Canada Area

Strategy & Operations - Finance & Performance Management

Sep 2017 - Apr 2018

Financial Analyst

Manulife

Group Benefits - Management Reporting & Client Profitability, Institutional FinanceAs the sole finance co-op within Manulife's Canadian Division Group Benefits, I collaborated with my team members to complete detailed analysis of our client profitability as well as supporting the monthly reporting process to generate claims gain. I pride myself on finishing tasks accurately and efficiently, which allowed me to take initiative to ask for more work to be delegated down. Consequently, I took the lead on larger projects outside of my role such as the Quarterly Credit Risk Report and designing a new organizational flow for existing documentation.

Sep 2016 - Dec 2016

Student Ambassador

University Of Waterloo

One of the students leaders recruited from the UW community to positively represent the school in the integrated team-centered environment of the Visitors Centre. Employs exceptional public speaking, leadership, professionalism, and customer service on a regular basis in order to lead campus tours and front-line the undergraduate student recruitment process.

Sep 2015 - Dec 2016

Staff Accountant

Hendry Warren Llp

Ottawa, On

Worked diligently with clients to complete compilation engagements, T4 & T5s, and personal tax returns.

Jan 2016 - Apr 2016

Accounting Assistant

Habitat For Humanity National Capital Region

Ottawa, On

Responsibilities included bank reconciliations, A/R & A/P, payroll, adjusting client mortgage premium payment schedules, and booking journal entries.

May 2015 - Aug 2015
Team & coworkers

Colleagues at Wealthsimple

Other employees you can reach at wealthsimple.com. View company contacts for 1606 employees →

AH Allyson Hopkins Allyson Hopkins Colleague at WealthsimpleCalgary, Alberta, Canada View → CF Claudia Fong, Cpa, Ca Claudia Fong, Cpa, Ca Colleague at WealthsimpleToronto, Ontario, Canada View → AJ Ahmed Jama Ahmed Jama Colleague at WealthsimpleCalgary, Alberta, Canada View → AL Angus Lam Angus Lam Colleague at WealthsimpleRichmond Hill, Ontario, Canada View → MH Mitch Huard Mitch Huard Colleague at WealthsimpleCalgary, Alberta, Canada View → SS Scott Simpson Scott Simpson Colleague at WealthsimpleToronto, Ontario, Canada View → PK Prince K. Nyandoro Prince K. Nyandoro Colleague at WealthsimpleBeamsville, Ontario, Canada View → RF Rochelle Felix Rochelle Felix Colleague at WealthsimpleMississauga, Ontario, Canada View → AB Amanda Beauregard Amanda Beauregard Colleague at WealthsimpleOrleans, Ontario, Canada View → JT Jonathan Truong Jonathan Truong Colleague at WealthsimpleToronto, Ontario, Canada View →
2 education records

Annie Jian, Cpa education

Accounting And Financial Management

University Of Waterloo

Activities and Societies: UW Dragonboat Club (High Performance Team); Orientation Week Team Leader; School of Accounting and Finance.

Education record

Bell High School

Activities and Societies: Badminton team, Swim team, Ski clubFrench Immersion program

FAQ

Frequently asked questions about Annie Jian, Cpa

Quick answers generated from the profile data available on this page.

What company does Annie Jian, Cpa work for?

Annie Jian, Cpa works for Wealthsimple.

What is Annie Jian, Cpa's role at Wealthsimple?

Annie Jian, Cpa is listed as Senior Financial Analyst, FP and A at Wealthsimple.

Where is Annie Jian, Cpa based?

Annie Jian, Cpa is based in Canada while working with Wealthsimple.

What companies has Annie Jian, Cpa worked for?

Annie Jian, Cpa has worked for Wealthsimple, Skipthedishes, Brunswick Bierworks, Deloitte Canada, and University Of Waterloo.

Who are Annie Jian, Cpa's colleagues at Wealthsimple?

Annie Jian, Cpa's colleagues at Wealthsimple include Allyson Hopkins, Claudia Fong, Cpa, Ca, Ahmed Jama, Angus Lam, and Mitch Huard.

How can I contact Annie Jian, Cpa?

You can use AeroLeads to view verified contact signals for Annie Jian, Cpa at Wealthsimple, including work email, phone, and LinkedIn data when available.

What schools did Annie Jian, Cpa attend?

Annie Jian, Cpa holds Accounting And Financial Management from University Of Waterloo.

What skills is Annie Jian, Cpa known for?

Annie Jian, Cpa is listed with skills including Teamwork, Microsoft Excel, Time Management, Leadership, Customer Service, Powerpoint, Event Planning, and Public Speaking.

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