FP&A Analyst

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

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

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.

Responsibilities

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

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)

Nice to have

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