Rishi Agarwal

VP, Controller @ Wealthsimple

Toronto, Ontario, Canada

About

Driven by the intrinsic satisfaction from helping others achieve their potential, Rishi has a developed a proven track record of building teams, developing talent and realizing corporate goals in fast-paced environments. Using his ability to plan ahead, Rishi is able to ensure that the teams he leads are able to independently identify and implement process improvements both within the team and within the broader organization. His collaborative and knowledge sharing management approach combined with his willingness to have timely and direct conversations allows for the development of trust amongst others, early detection of project hurdles and increasing connectivity with other teams.

Experience

  • VP Controller at Wealthsimple
    Jan 2023 - Present · 3 yrs 6 mos

    Oversee the entire financial operations infrastructure, including Accounting, Financial Reporting, Internal Controls, Tax, Financial Systems, and the Procure-to-Pay (P2P) function. Responsible for scaling a high-growth fintech's processes and technology stack to meet rigorous global institutional and advanced compliance requirements. Successfully drove the strategic integration of corporate and brokerage accounting teams into a unified, highly controlled function, establishing the robust financial rigour necessary for the company's future growth objectives.

  • AVP, Controller at League
    Aug 2021 - Jan 2023 · 1 yr 6 mos

    Responsible for financial reporting, cash burn reporting, NetSuite administration and payroll. Designed and built the payroll infrastructure to hire globally as well as advocated and oversaw the US payroll ADP implementation.

  • Director, Controllership, Technology and Operations at BMO Financial Group
    Nov 2017 - Jul 2021 · 3 yrs 9 mos

    Created the Controllership function for T&O and Real Estate as part of the bifurcation of the Finance team into Controllers and FP&A, including talent refreshes, building new interaction models with stakeholder teams, establishing best practices in policies and procedures and championing the adoption of new technologies.

  • Head of Canada Controller's Group at Capital One
    May 2012 - Oct 2017 · 5 yrs 6 mos

    Built a high performing team that brought the oversight of very diverse, outsourced Global Finance functions, such as Accounting, Tax and Internal Control, under one group, providing the Canada business with the finance infrastructure it needs to support a continually evolving and growing business.

  • IFRS Manager at Sears Canada
    Sep 2009 - May 2012 · 2 yrs 9 mos

    Successfully implemented an IFRS conversion project, from start to finish, for a retail organization reporting in both Canadian and US GAAP, including project management, supervision of two direct reports, HQ training sessions and a detailed review of all aspects of conversion for accuracy and completeness.