Jessica Lai, Cpa, Ca
About Jessica Lai, Cpa, Ca
Jessica Lai, CPA, CA, is the Manager of FP&A at Wealthsimple in Toronto, Ontario, Canada. She has extensive experience in financial planning and analysis, having previously worked at Globe and Mail, LoyaltyOne, Ernst & Young, and Wong, Kwok and Company.
Current Position at Wealthsimple
Jessica Lai currently holds the position of Manager, Financial Planning & Analysis (FP&A) at Wealthsimple since 2021. She operates out of Toronto, Ontario, Canada, contributing her extensive expertise in budgeting and forecasting, financial data analysis, and long-term financial planning to the company's financial strategy and operations.
Previous Experience at Globe and Mail
Jessica Lai worked at The Globe and Mail as the Director of Financial Planning and Analysis from 2020 to 2021. During her tenure, she was responsible for steering the financial planning functions, developing strategic financial models, and providing data-driven insights to support the organization's business decisions.
Role at LoyaltyOne
From 2013 to 2020, Jessica Lai served as the Associate Director of Financial Planning & Analysis at LoyaltyOne. During her seven-year period, she developed a long-term financial model for a coalition loyalty program in Brazil, achieving significant contributions in economic and accounting perspectives. She also played a key role as a liaison between Finance and various business support groups.
Experience at Ernst & Young
Jessica Lai was a Senior Associate at Ernst & Young from 2010 to 2013. Her responsibilities involved providing audit and advisory services and engaging in financial risk assessments. Her role enabled her to gain substantial knowledge in financial compliance and reporting.
Educational Background
Jessica Lai achieved a Master's degree in Accounting from the University of Waterloo in 2011. Prior to that, she completed her Bachelor's degree in Mathematics and Chartered Accountancy from the same institution between 2007 and 2010. Her education has equipped her with a strong foundation in both accounting principles and mathematical applications.