Analyst, Financial Planning

3 days ago

Montréal, Canada Equisoft Full time

**Analyst, Financial Planning & Analysis (FP&A)**

**What is Equisoft?** Equisoft is a global provider of advanced insurance and investment digital solutions, recognized as a valued partner by over 250 of the world’s leading financial institutions. We offer a complete ecosystem of end-to-end and scalable solutions that help our clients tackle any challenge in this era of digital disruption. Our business-driven approach, deep industry knowledge, innovative technology, and expert teams help our partners solve their biggest, most complex problems. With are diverse and multicultural team of experts based in North America, the Caribbean, Latin America, Europe, Africa, Asia and Australia, Equisoft helps its clients tackle any challenge in this era of digital disruption.

**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 (our local in Montreal or Quebec City office)
- You are welcome to work in our office, hybrid or 100% 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 (Udemy, 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
- Actively participate in various special projects

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

**Soft skills**
- Strategic: You consider the big picture, challenge conventional thinking and demonstrate a high level of business acumen
- 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 radiates throughout all interactions
- Team player: You welcome collaboration and are passionate about contributing to a high performing team

**Nice to Haves**:

- Experience in corporate FP&A role
- 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

If you don't meet all the requirements, we still want to hear with you

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.

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