Financial Analyst - Software Go-to-Market (Austin-Remote)

Summary

Quorum Software is a provider of digital technology and business workflow solutions for the energy industry. The Financial Analyst will partner with Sales and Marketing to deliver financial insights, manage budgeting and forecasting for new sales and expenses, and create reporting and models that support strategic decision-making.

Responsibilities

• Maintain and help build new sales analytic and forecasting models to support new sales forecasting process
• Perform variance, historical trend, product mix and pipeline analyses and other ad hoc analysis as applicable to drive decision making
• Design, develop and deliver accurate reports and dashboards that provide critical business insights
• Build validation, reconciliation, and error-checking into models and reports
• Support the annual budget process by maintaining and updating new sales budget model
• Manage and forecast expenses for Sales and Marketing organizations, including detailed commissions modelling
• Prepare presentation materials and analyses for Sales Leaders, Executive Leadership Team and other target audience as needed
• Identify and automate manual and repetitive reporting with an emphasis on reducing turnaround time and freeing capacity for strategic decision support
• Ongoing review and process improvement of current processes including data organization, version control, modelling etc
• And other duties as assigned

Skills

• BA/BS degree in relevant field
• 2-4 years of Financial Planning & Analysis (or similar) experience
• Advanced knowledge of MS Office (predominantly Excel and PowerPoint)
• Experience with ERP and planning software (Workday Adaptive/OfficeConnect, Netsuite, Salesforce)
• Experience with data visualization tools (Tableau, Power BI etc.)
• Experience with AI tooling to drive automation (Claude)
• Experience building scalable, repeatable processes
• Strong aptitude for statistical and quantitative analysis
• Interpersonal, team and communication skills and ability to manage relationships within all levels of the Company
• Possess strong attention to detail and accuracy
• Solid understanding of accounting, budgeting and forecasting processes
• Ability to interpret and implement business decisions into financial metrics
• Sound knowledge of business analysis and financial modelling
• Strong organization and planning skills with the ability to work in a time sensitive environment
• Self-starter with ability to manage defined tasks and deliverables independently
• Strong aptitude for statistical and quantitative analysis
• Interpersonal, team and communication skills and ability to manage relationships within all levels of the Company including Executive Leadership Team
• Possess strong attention to detail and accuracy
• Software industry experience supporting a go-to-market and/or sales function strongly preferred

Qualifications

Must Haves

• BA/BS degree in relevant field
• 2-4 years of Financial Planning & Analysis (or similar) experience
• Advanced knowledge of MS Office (predominantly Excel and PowerPoint)
• Experience with ERP and planning software (Workday Adaptive/OfficeConnect, Netsuite, Salesforce)
• Experience with data visualization tools (Tableau, Power BI etc.)
• Experience with AI tooling to drive automation (Claude)
• Experience building scalable, repeatable processes
• Strong aptitude for statistical and quantitative analysis
• Interpersonal, team and communication skills and ability to manage relationships within all levels of the Company
• Possess strong attention to detail and accuracy
• Solid understanding of accounting, budgeting and forecasting processes
• Ability to interpret and implement business decisions into financial metrics
• Sound knowledge of business analysis and financial modelling
• Strong organization and planning skills with the ability to work in a time sensitive environment
• Self-starter with ability to manage defined tasks and deliverables independently
• Strong aptitude for statistical and quantitative analysis
• Interpersonal, team and communication skills and ability to manage relationships within all levels of the Company including Executive Leadership Team
• Possess strong attention to detail and accuracy

Nice to Haves

• Software industry experience supporting a go-to-market and/or sales function strongly preferred

Benefits

• Hybrid work (working on-site and in-office a minimum of 2 days/week) if located in Houston or Dallas
• Remote work with travel if the work location is Austin
• Company-wide Unconscious Bias training