[Remote] Financial Analyst - Software Go-to-Market (Hybrid)

Note: The job is a remote job and is open to candidates in USA. Quorum Software is hiring a Financial Analyst to partner with Sales and Marketing and provide data insights for strategic decision-making. The role focuses on new-sales budgeting, forecasting and analysis, expense forecasting, reporting, and improving financial models and processes.

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
• 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
• Employment eligibility to work with Quorum Software in Canada is required as the company will not pursue visa sponsorship for this position. The successful candidate will be required to ensure they maintain and renew any visas or permits that grant employment eligibility where applicable
• Software industry experience preferred

Benefits

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

Company Overview