What are the responsibilities and job description for the Finance Technology Lead position at equisoft?
About Equisoft: Equisoft is a global provider of digital solutions for insurance and investment sectors, 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 opportunities and fosters a stimulant environment. If that’s not enough, then check out these other perks below: Hiring Location: Canada (Montreal or Québec) You are welcome to work in our office, hybrid or remote Internal job title: Finance Technology Lead Full-time Permanent Role Benefits available day 1: Medical, Dental, Retirement Plan, Telemedicine Program, Employee Assistance Program, etc. Flexible hours Educational Support (LinkedIn Learning, LOMA Courses and Equisoft University) Role: Finance at Equisoft runs on a solid operational foundation — NetSuite as ERP, Workday Adaptive for planning, and a growing push into AI-enabled workflows. The opportunity is to get significantly more out of what we already have, close the remaining gaps with targeted point solutions, and embed AI into how Finance works day to day. You’ll be hands-on and project-oriented — the person who translates technology priorities into executed outcomes, working closely with Finance colleagues, cross-functional partners, Enterprise IT, and external providers. This is a senior individual contributor role — no direct reports, high autonomy, broad scope. Your Day with Equisoft: Finance technology roadmap: help identify and prioritize Finance technology initiatives — focused primarily on fully leveraging NetSuite and Workday Adaptive, integrating AI tools into Finance workflows, and selectively adding point solutions where gaps remain. Document requirements, optimize and re-engineer Finance processes, lead vendor selection for Finance-owned tools in coordination with Enterprise IT, and project-lead deployments from the Finance side. AI adoption in Finance: serve as Finance's internal AI champion — committed to mastering Claude's capabilities, hands-on with building and maintaining Finance-specific AI workflows, and responsible for defining, managing, and evolving the prompt and skills library for the Finance function. In close partnership with Equisoft's AI Center of Excellence, identify and implement high-value Finance use cases — including Claude-based agentic workflows — as Finance's domain owner within the enterprise AI framework. Data integration and quality: define requirements for any integration layers needed to connect business systems to Finance’s analytical stack, including AI tools, and project-lead the Finance side of implementation in partnership with Enterprise IT. Assess and improve the quality of business and operational data across source systems — driving standardization, resolving inconsistencies, establishing ownership rules and validation checkpoints, and ensuring data is fit for reporting, forecasting, and AI-assisted workflows. Finance user adoption and change management: lead the people side of technology initiatives — designing and delivering training, supporting colleagues through transitions, and ensuring new tools and processes are embedded in day-to-day workflows rather than just deployed. Track adoption and surface issues early. Requirements: Technical skills A finance professional who migrated toward data and technology. Business judgment and financial literacy are the baseline; technical depth is the differentiator. 7 years of combined experience in finance and financial systems — enough financial literacy to challenge how Finance operates, and enough systems experience to drive technology deployments without hand-holding. Hands-on experience with ERP and FP&A platforms, ideally NetSuite and Workday Adaptive, and genuine curiosity about AI — ideally with hands-on experience building AI-assisted workflows or a demonstrated drive to develop that capability quickly. More than a systems person — equally comfortable driving business process improvements and challenging how Finance operates, not just how its tools are configured. Track record of program and project managing technology initiatives from requirements through delivery — defining scope, coordinating stakeholders, and producing outcomes, not just recommendations. Strong communicator: able to provide clear reporting on initiative status and KPIs to senior leadership, and to support Finance colleagues through system and process changes with minimal disruption. Instinct for simplicity over complexity: gravitates toward out-of-the-box functionality, avoids unnecessary customization, and pushes back on over-engineered solutions. Bilingualism (English/French). 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 follow through with care and precision, and hold yourself to a high standard. Dynamic – You embody resilience, drive, and energy that radiates throughout all interactions. Influential – You communicate with clarity and credibility, and can bring colleagues along through change without relying on formal authority. Team player – You welcome collaboration and are passionate about contributing to a high-performing team. Assets SaaS experience 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. Thanks for your interest in working on our team! Continued success depends on it! Once you've had a chance to explore our current open positions, apply to the ones you feel suit you best and keep track of both your progress in the selection process, and new postings that might interest you! What is Equisoft? Equisoft is a global provider of digital solutions for the insurance and investment sectors, trusted by more than 300 of the world’s leading financial institutions. We offer a comprehensive ecosystem of scalable solutions that help our clients meet the challenges of digital transformation—driven by a business-centric approach, deep industry knowledge, cutting-edge technologies, and a multicultural team of experts located across North America, the Caribbean, Latin America, Europe, Africa, Asia, and Australia.