Equus Software

Business Analyst

• Ability to effectively problem-solve issues to resolution, this will require the ability to partner with your team for additional support when needed.
• Skilled in organizing client technical information during client meetings by taking meeting minutes/notes, detailing exact technical specifications.
• Able to perform requirement analysis, configuration, testing and issue resolution.
• When requested, participate, or assist in the preparation of client webinars, conferences, demos, and other presentations to both clients and internal Equus team.
• Decipher technical client build document requirements by writing test plans and test cases for quality assurance and user acceptance, including conducting QA testing and reporting results.
• Gain exposure to Equus products and client projects; both technical and functional, with hands-on assignments.
• Develops strong working relationships with clients and internal teams.
• May at times participate in a quarterly live chat rotation with other team members to provide exceptional service to our clients who are requesting online help.
• Participate in team standups and meetings.
• Participate in client working sessions.
• Participate in other Equus internal initiatives.
• Seek out information about the global mobility industry and software industries and apply that knowledge to day-to-day activities.

Associate Business Analyst – Client Success

• - **Client Success:** combine your Mobility Tax and Equus Platform knowledge to answer client queries and provide guidance on how the platform works and how it can meet their needs.
• - **Quality Assurance:** Conduct rigorous reviews of platform configuration to identify and rectify any errors.
• - **Documentation and Support:** Document, demonstrate, and provide support for tax configuration to internal and external users of the Tax Engine, ensuring smooth adoption and usage.
• - **Engine Excellence:** Contribute to continuous enhancement and maintenance of the Tax Engine for accurate tax calculations and compliance evaluations by advocating on behalf of our clients and partnering with the Tax Research and Tax Product Teams.
• - **Collaborative Solution Delivery:** Partnering with other Global Client Success team members, and wider Equus teams and companies to deliver sustainable long-term solutions and to continuously strive to improve internal processes.
• - **Continuous Improvement:** Continuously monitor, measure, and feedback into enhancing processes and driving efficiency and effectiveness.

Tax Analyst – Client Success

Content Manager

• Guide new clients through onboarding, ensuring they’re up and running smoothly.
• Act as a trusted partner to users, answering adoption questions and offering solutions.
• Identify recurring client queries to improve onboarding flows, help content, and training materials.
• Champion the voice of the client internally to help shape product and support improvements.
• Oversee the creation of help articles, training videos, and support content.
• Keep guides and documentation up-to-date and intuitive for all types of users.
• Coordinate with product and design teams to ensure help materials match new features.
• Working with Product Marketing, create and manage social media content that showcases new features, client success stories, and thought leadership.
• Write and design promotional materials and guides to support product adoption.
• Collaborate with sales on materials for prospective clients.
• Engage with the sales team to gather product feedback and insights from prospects.
• Provide training and support to the sales team on new features and client use cases.
• Assist in answering sales questions about features, capabilities, and adoption.
• Pitch in on support queries when needed.
• Support the creation of case studies, decks, and client-facing collateral.
• Continuously look for ways to improve the overall client experience.

Client Success Lead

Financial Planning and Analysis

• Manage global finance team and oversee day-to-day functions including accounts payable, accounts receivable, payroll, monthly close, and consolidation into parent company accounts
• Manage working capital, including oversight of the AR, AP, and treasury functions
• Oversee the accounting team's delivery of monthly, quarterly, and annual financial statements
• Prepare and deliver monthly and quarterly financial reporting package and insights to GX Executives and Board
• Identify and implement departmental and financial reporting process improvements
• Monitor internal controls and ensure compliance with GAAP and statutory reporting requirements
• Support ad-hoc financial requests received from internal stakeholders and management
• Collaborate with operational departments, including sales, marketing, and operations to drive forecasting processes
• Develop and maintain financial models, templates to support operational planning, budgeting, and forecasting
• Present monthly financial review to executive management team and deliver insights derived from preparing company performance metrics
• Provide financial analysis to support strategic decision-making, including new product launches, marketing and sales initiatives, pricing recommendations, operational efficiency and profitability
• Identify opportunities for business expansion, cost optimization, and FP&A process improvements

Associate Business Analyst – Client Success

Tax Analyst – Client Success

Client Success Lead

Finance Director