Financial Planning and Analysis Manager, Eptica
CA$100-110k
More information about location
2-3 days a week in office (Markham, Ontario)
Customer engagement management software
Be an early applicant
Customer engagement management software
21-100 employees
Be an early applicant
CA$100-110k
More information about location
2-3 days a week in office (Markham, Ontario)
21-100 employees
Company mission
To act as an extension of customer service teams by helping them develop customer relationship strategies, deliver high-quality, quick and personalised interaction with your customers.
Role
Who you are
- Accounting designation (CPA, CA, CMA, or CGA.) is a must
- 3-5 years of work experience in a multi-currency, multi-entity environment
- Experience with forecasting, budgeting, and financial modeling
- Ability to work with non-finance team members to communicate financial results and achieve desired financial outcomes
- Advanced excel skills and/or experience working with ERP systems to produce meaningful reporting
- Exceptional interpersonal skills and an ability to establish and build relationships with a global operations management team
- Excellent communication skills, both verbal and written. Ability to negotiate, problem solve and make decisions independently and escalate where appropriate
- Highly effective project management, prioritization, multi-tasking, and time management skills to meet deadlines
- Experience with PowerBI, Great Plains, or Prophix is an asset
- Experience in SaaS or Software industry is a plus
What the job involves
- We are seeking a strategic and analytical Manager of Financial Planning & Analysis (FP&A) to lead our financial planning, budgeting, forecasting, and analysis activities for a business group within Enghouse
- This position will be a key member of the finance team working closely with Senior management to deliver strategic financial support for the business group’s forecasting and budgeting, profitability reviews as well as business partner support for the operations team
- Furthermore, this role incorporates a combination of financial analysis, strategic analysis, business modeling, as well as creative thinking through supporting internal stakeholders, the ideal candidate will be working as part of a dynamic finance team, providing financial support for many business units
- Reports to the Director of Corporate Finance
- Skilled in financial forecasting, planning & analytics, including the ability to consolidate large amounts of data into clear and concise analysis/reporting that supports decision-making (i.e. Group forecasting/budgeting, Sales performance, headcount analysis, etc.)
- Work with business partners to forecast and budget revenue, costs, and operating expenses, as part of annual business planning cycle and quarterly updates
- Work with Operations Management to report on relevant KPIs (e.g. SaaS and recurring revenue metrics, Professional Services Utilization, Services backlog, revenue per FTE, etc.)
- Build business intelligence dashboards for tracking and sharing KPIs
- Assist the accounting team in other aspects of quarterly financial close, board reporting, and other statutory reporting as required
- Lead the Regional Sales, Marketing, and Operations budgeting process and work closely with the Operations leadership to address inquiries
- Lead, coordinate, and execute with the Business Units the preparation of monthly and quarterly variance analyses and presentations
- Prepare and enhance existing financial reporting to help articulate key messages, insights, and trends to the audience as well as ad-hoc requests as required
- Incorporate all new acquisitions into consolidated reporting for the business group
- Own the business group reporting tree in Prophix and all associated changes to the reporting structure
- Generate, review, and present a full set of monthly/quarterly financials to senior management in Operations and Finance and address their questions
- Other corporate and FP&A-related duties and initiatives supporting the global business
Our take
Communicating with customers to solve problems is essential to the customer retention of a company, but telecommunication teams struggle to keep up with the massive volume of requests received on different platforms. Whilst automation technology is used by many telecommunication services to automate common scenarios, such solutions are often frustrating to use due to rudimental voice recognition and have an overall lack of flexibility.
Eptica provides customer support and engagement management software, allowing businesses to deliver efficient multi-channel customer service systems that leverage automation to reduce bottlenecks. The company's solutions include AI chatbots and multi-channel video chat tools, in addition to a platform called Vecko for gathering customer experience data to facilitate the personalisation of every conversation.
Whilst many companies are already leveraging automation and personalisation throughout customer experiences, Eptica has recognised that succeeding in this depends on covering all communication platforms. Through its multi-channel approach, personalisation tools, and AI-driven automation solutions, the company aims to help its clients support every customer throughout their entire customer journey with flexibility, without having overworked telecommunication teams.
Kirsty
Company Specialist at Welcome to the Jungle
Insights
Company
Funding (last 2 of 3 rounds)
Apr 2012
$7.4m
LATE VC
Aug 2005
$2m
SERIES C
Total funding: $11.6m
Company values
- Determination - Challenge our limits and go beyond
- Engagement - Say it, mean it, own it
- Collaboration - Together we go further
- Innovation - We value change, let’s innovate
- Diversity - An open mind enriches everyone
Company HQ
Notre-Dame-des-Champs, Paris, France
Articles
Leadership
Olivier Njamfa
(CEO)Co-founder of Umeum from 2005 to 2015. CEO & Business Mentor of 7Mountains since 2021.
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