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

Quorum Software; Dallas (TX); Hybrid; USD 65,000 - 90,000; Full time

Job summary

Quorum Software seeks a Financial Analyst to join the Finance team, partnering with Sales and Marketing to provide critical data insights for strategic decisions. The role emphasizes budgeting, forecasting, and analyzing new sales.

The ideal candidate will have FP&A experience, strong Excel/PowerPoint skills, and proficiency with ERP and data visualization tools to deliver actionable insights for leadership.

Qualifications

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

Responsibilities

• Maintain and 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

Financial planning & analysis

Forecasting

Excel

PowerPoint

Data visualization

Tableau

Power BI

AI tooling

Statistical analysis

Communication

Process improvement

Education

BA/BS degree in relevant field

Tools

Workday Adaptive

OfficeConnect

Netsuite

Salesforce

Tableau

Power BI

Job description

Financial Analyst

Location: Houston, TX or Dallas, TX or Austin, TX

Model of Work: Hybrid (Working on-site and in-office a minimum of 2 days/week) if located in Houston or Dallas and Remote with Travel if the work location Austin

Are you excited by challenges?Do you enjoy working in a fast-paced, dynamic environment?Then now is the time to join Quorum Software, a rapidly growing company and industry leader in oil & gas transformation.

Quorum Software is the world's largest provider of digital technology focused solely on business workflows that empower the next evolution of energy. From emerging companies to supermajors, throughout every region of the globe, customers rely on Quorum's proven innovation and unmatched global expertise to streamline business operations and make data-driven decisions that optimize profitability and growth. Our industry-leading solutions are transforming energy companies across the entire value chain, helping visionary leaders evolve their organizations into modern energy companies.

Overview

The Financial Analyst will join the Quorum Finance team partnering with the Sales and Marketing organizations to provide critical data insights that facilitate strategic decision making. One of the main responsibilities of this position is budgeting, forecasting, and analyzing Quorum’s new sales. The ideal candidate will have previous experience forecasting and budgeting sales and creating financial, Board and key metric reporting. The employee will be an integral part of the Finance team.

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.

Requirements/Qualifications

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

Key Competencies

• 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 w