Energy Finance Analyst - Hybrid Forecasting & Analytics

Quorum Software

Houston (TX)

Hybrid

USD 65,000 - 90,000

Full time

3 days ago

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Job summary

Quorum Software is seeking a Financial Analyst to join the Finance team in Houston, TX, with hybrid work (on-site and in-office at least 2 days per week) in Houston or Dallas, or remote with travel from Austin. You will build and maintain sales forecast models, produce critical financial reports, and support budget processes for the Sales and Marketing org.

The successful candidate will have 2–4 years of FP&A experience, strong Excel/PowerPoint skills, and experience with ERP systems (Workday

Qualifications

2-4 years of Financial Planning & Analysis (or similar) experience.
Advanced knowledge of MS Office (Excel and PowerPoint).
Experience with ERP and planning software (Workday Adaptive/OfficeConnect, Netsuite, Salesforce).
Experience with data visualization tools (Tableau, Power BI).
Experience with AI tooling to drive automation (Claude).
Experience building scalable, repeatable processes.
Strong aptitude for statistical and quantitative analysis.

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 analyses to drive decision making.
Design, develop and deliver accurate reports and dashboards with 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, including detailed commissions modelling.
Prepare presentation materials and analyses for Sales Leaders and Executive Leadership Team.
Identify and automate manual reporting to reduce turnaround time.
Ongoing review and process improvement of data organization and version control.