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Jessica Lai

Senior Manager, Fp&a at Wealthsimple

Jessica Lai, CPA, CA, currently serves as a Senior Manager in FP&A at Wealthsimple since September 2021, previously holding the Manager role within the same department. Prior experience includes serving as Director of Financial Planning and Analysis at the Globe and Mail from January 2020 to September 2021, and Associate Director of FP&A at LoyaltyOne from July 2013 to January 2020, where responsibilities involved consolidated planning, forecasting, and strategic financial advisement. Additional roles at LoyaltyOne included Manager and Senior Associate positions in FP&A, focusing on creating financial frameworks and dashboards to support executive decision-making. Earlier career experience includes a Senior Associate role at Ernst & Young, where significant financial assessments were performed, and a Staff Accountant position at Wong, Kwok and Company. Jessica holds a Master’s degree in Accounting and a Bachelor’s degree in Mathematics and Chartered Accountancy from the University of Waterloo.

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