FP&A Analyst

Equisoft Inc. (Canada)

Location: Montreal
Work arrangement: Hybrid
Job type: Full-time
Posted yesterday

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Key skills in this ad

Skills and tools

FP&A
Dentistry
Sales
Power BI
Accounting
CPA
Investment banking
Banking
SaaS
Marketing

Experience

5 years of experience

Languages

French
English

About this role

HYBRID - Québec City, Canada, REMOTE - Bogota, Colombia

What is Equisoft?  Equisoft is a global provider of digital solutions for insurance and investments, recognized by more than 300 of the world’s leading financial institutions. We offer a comprehensive ecosystem of scalable solutions that help our customers navigate the challenges of digital transformation – powered by a business needs-driven approach, deep industry knowledge, cutting-edge technologies, and multicultural team of experts based in North America, the Caribbean, Latin America, Europe, Africa, Asia, and Australia.

Why Choose Equisoft? With 950+ employees, we are a stable organization that offers career advancement and fosters a stimulant environment. If that’s not enough, then check out these other perks below:

Hiring Location: Canada, Quebec or Colombia

You are welcome to work in our office, hybrid or remote

Full-time Permanent Role

Benefits available day 1: medical, dental, retirement plan, telemedicine program, employee assistance program, etc.

Flexible hours

Number of hours per week: 40

Educational Support (Linkedin Learning, LOMA Courses and Equisoft University)

Role: The Financial Planning & Analysis (FP&A) Analyst reports to the Director of FP&A and works closely with the members of the finance team as well as functions across the organization. The FP&A team consists of 3 people. You will play a key role in our financial planning processes and in providing senior management and other key stakeholders the financial insight required to make strategic decisions and establish business strategies to help achieve financial and operational objectives

Your Day with Equisoft:

Build budgets and rolling forecasts based on quantitative analysis of key business drivers

Build and manage financial databases by organizing and analyzing different data sources

Prepare succinct and clear financial reports in support of board and leadership team meetings and earnings reporting by collecting, analyzing, formatting, and presenting information

Use your expertise to design, implement and update dashboards and performance indicators that will contribute to strategic decision-making

Provide pricing and deal profitability analysis support for the sales team and management to ensure quotations accuracy and profitability

Collaborate with stakeholders to prepare financial models and business cases to support new investment, M&A and other strategic business decisions

Contribute to the continuous improvement of processes, leverage and optimize existing business applications (Adaptive Insights, NetSuite, PowerBI) and propose and implement new tools and processes as required

Actively participate in various special projects

Requirements:

Technical

A degree in finance, accounting, or related field with CPA, CFA, MBA
3 to 5 years of experience in finance, corporate FP&A, accounting, investment banking, or corporate finance
Advanced level of Excel and PowerPoint, ability to understand, query and manipulate various data sources
Excellent presentation skills, including strong oral and writing capabilities
Excellent knowledge of French & English (spoken and written)

Soft skills

Strategic: You see the big picture, challenge conventional wisdom, and demonstrate a keen business sense
Analytical: You have excellent problem-solving skills and use data to generate meaningful insights
Organized: You effectively organize and prioritize your work
Diligent: You are extremely detail-oriented and don’t get overwhelmed easily
Dynamic: You embody resilience, drive, and energy that shine through in all your interactions
Team Player: You value collaboration and want to contribute to the success of a high-performing team

Nice to Haves:

Experience using budget planning tools (ideally Workday Adaptive) and / or business intelligence solutions is an asset

Experience with SaaS, professional services and go-to-market metrics and drivers (retention, ARR growth, CAC, LTV, utilization, sales, and marketing efficiency, funnel metrics, sales compensation plans, etc.) is an asset

Equisoft is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

Thanks for your interest in working on our team!

Continued success depends on it! Once you've had a chance to explore our current open positions, apply to the ones you feel suit you best and keep track of both your progress in the selection process, and new postings that might interest you!

What is Equisoft?  Equisoft is a global provider of digital solutions for the insurance and investment sectors, trusted by more than 300 of the world’s leading financial institutions. We offer a comprehensive ecosystem of scalable solutions that help our clients meet the challenges of digital transformation—driven by a business-centric approach, deep industry knowledge, cutting-edge technologies, and a multicultural team of experts located across North America, the Caribbean, Latin America, Europe, Africa, Asia, and Australia.

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