Senior Financial Analyst, Eptica

Salary not provided
Excel
Mid level
Toronto

2+ days a week in office

Eptica

Customer engagement management software

Job no longer available

Eptica

Customer engagement management software

21-100 employees

B2BMarketingCommunicationSaaSTelecommunications

Job no longer available

Salary not provided
Excel
Mid level
Toronto

2+ days a week in office

21-100 employees

B2BMarketingCommunicationSaaSTelecommunications

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+ years work experience in accounting or finance
  • Expertise in forecasting, budgeting, and financial modeling
  • Ability to communicate financial results effectively to non-finance team members
  • Eligibility to work in the country without sponsorship
  • Advanced Excel skills and Power Point skills required
  • Bonus: Experience with PowerBI, Great Plains, Prophix
  • Bonus: Experience in the SaaS or Software industry
  • Bonus: Experience in global organizations (multi-currency, multi-entity)

What the job involves

  • Channel your financial forecasting prowess into creating clear and concise analyses that support decision-making across diverse areas like Group forecasting/budgeting, Sales performance, and headcount analysis
  • Collaborate with business partners to predict revenue, project costs, and project margins, explaining and documenting variances
  • Shine the light on key KPIs for Operations Management, turning data into actionable insights
  • Lead sections of the Regional Sales, Marketing, and Operations budgeting process, working closely with Operations leadership
  • Showcase your skills in preparing monthly/quarterly financial reporting, addressing variances, and presenting findings to senior management
  • Incorporate new acquisitions seamlessly into consolidated reporting
  • Enhance existing financial reporting to articulate key messages, insights, and trends

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 headshot

Kirsty

Company Specialist

Company

Funding (last 2 of 3 rounds)

Apr 2012

$7.8m

LATE VC

Aug 2005

$2m

SERIES C

Total funding: $12m

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

Leadership

Co-founder of Umeum from 2005 to 2015. CEO & Business Mentor of 7Mountains since 2021.

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