Leen Li, Head of Finance at Wealthsimple

Shubham Datta
Mar 1, 2017 · 2 min read

Welcome back to The Backbone: a journey inside finance at a startup. This week, I’m joined by Leen Li, Head of Finance at Wealthsimple.

For more background on the launch of this podcast, check out Introducing The Backbone!

Having recently expanded into the United States, I had the chance to chat with Leen Li, Head of Finance at Wealthsimple.

Leen Li — Head of Finance at Wealthsimple

As the Head of Finance at Wealthsimple, Leen’s mission is to help build a scalable and profitable business through strong financial management. Prior to Wealthsimple, Leen led finance and operations at Influitive for five years. Before that, she held a variety of finance roles in financial services and software companies including HSBC and Eloqua. Leen is passionate about startups, SaaS and building efficient processes. Leen is a CMA and holds an MBA specializing in Finance from Saint Mary’s University.

On this episode of The Backbone, I chat with Leen about:

  1. Her journey into tech, after stints starting with Eloqua, Influitive and now leading finance at Wealthsimple
  2. What Wealthsimple does
  3. The challenges she faces operating in the highly regulated financial services industry
  4. Why Finance and Operations tend to go hand in hand at early and growth stage technology companies
  5. The importance of the finance function at an early stage technology company

We close things off with a quickfire round:

  • Go to online resource for all things startup finance related
  • Favourite productivity hack
  • One thing you don’t leave the office before finishing

Take a listen:

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Check out previous episodes of The Backbone

Episode 1: Managing Churn & Being Private Equity Backed w/ Daniel Israelsohn, VP Finance & Operations at Firmex

Episode 2: How Finance Scales Growing from 25 to 200+ Employees & Transfer Pricing w/ Les Cullen, Director Finance & Operations at TopHat

The Backbone is a podcast hosted by Shubham Datta, that explores the journey inside finance at a startup. Each episode features a finance leader (Director/VP, Finance or CFO) that:

  • shares their story of how they entered the world of startups,
  • explains what their company does
  • describes unique challenges he/she faces in their role
  • shares expertise relating to specific topics on the mind of finance leaders

The Backbone

A journey inside finance at a startup

Shubham Datta

Written by

Coprorate Develpment @shopify + Host @BackbonePodcast | write about #tech, #investing, #finance, #SaaS | opinions are my own | more: www.shubhamdatta.com

The Backbone

A journey inside finance at a startup

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