
501 - 1000 employees
Founded 1994
🛡️ Insurance
💼 Consulting
☁️ SaaS
Insurance • Consulting • SaaS
Equisoft is an AI-enabled software and services company that provides integrated front‑ and back‑office platforms for insurance and investment organizations. It offers policy administration, agency management, pension & investment systems, illustrations, advisor CRM, electronic applications and implementation services (OIPA integration, data migration, IFRS 17 compliance), helping manufacturers, distributors and advisors modernize operations, improve customer experience and detect fraud. Equisoft delivers SaaS products and consultative, onshore implementation support to financial institutions globally.
🔥 26 minutes ago
🇨🇴 Colombia – Remote
⏰ Full Time
🟡 Mid-level
🟠 Senior
💸 Financial Planning and Analysis (FP&A)
👻 Ghost score 11%
🗣️🇫🇷 French Required
Where this job comes from
Posted on Equisoft's careers page ↗, not through a job board
First seen by Remote Rocketship 26 minutes ago

501 - 1000 employees
Founded 1994
🛡️ Insurance
💼 Consulting
☁️ SaaS
Insurance • Consulting • SaaS
Equisoft is an AI-enabled software and services company that provides integrated front‑ and back‑office platforms for insurance and investment organizations. It offers policy administration, agency management, pension & investment systems, illustrations, advisor CRM, electronic applications and implementation services (OIPA integration, data migration, IFRS 17 compliance), helping manufacturers, distributors and advisors modernize operations, improve customer experience and detect fraud. Equisoft delivers SaaS products and consultative, onshore implementation support to financial institutions globally.
• 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 • Collect, analyze, format, and present information • Design, implement and update dashboards and performance indicators for strategic decision-making • Provide pricing and deal profitability analysis support for the sales team and management • Collaborate with stakeholders to prepare financial models and business cases supporting new investment, M&A and other strategic business decisions • Contribute to continuous process improvement • Leverage and optimize Adaptive Insights, NetSuite, and PowerBI • Propose and implement new tools and processes as required • Actively participate in various special projects • Report to the Director of FP&A and work closely with the finance team and functions across the organization
• 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) • 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
• You are working fully remotely • Full-time Permanent Role • Benefits available day 1: Medical, Dental and Telemedicine Program • Flexible hours • Educational Support (Linkedin Learning, LOMA Courses and Equisoft University)
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