FP&A Analyst - Sales Forecasting & Dashboards (Hybrid/Remote)

Quorum Software; Austin (TX); Hybrid; USD 70,000 - 100,000; Full time

Job summary

Quorum Software seeks a Financial Analyst to partner with Sales and Marketing, providing budgeting, forecasting and data-driven insights. You will develop sales analyses, dashboards and reports, while supporting the annual budget and expense forecasting.

Collaboration across Finance and senior leaders is essential to drive profitability and growth. The role emphasizes scalable processes, data accuracy, and the use of ERP and BI tools, with a hybrid work model for Houston/Dallas and

Qualifications

• BA/BS degree in relevant field.
• 2–4 years of Financial Planning & Analysis or similar experience.
• Advanced knowledge of MS Office (Excel, 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.
• Interpersonal, team and communication skills and ability to manage relationships within all levels of the Company.
• Software industry experience supporting a go-to-market and/or sales function strongly preferred.

Responsibilities

• Maintain and build sales analytic and forecasting models to support new sales forecasting.
• Perform variance, trend, product mix and pipeline analyses to drive decisions.
• Design, develop and deliver reports and dashboards with critical business insights.
• Validate, reconcile and error-check models and reports.
• Support annual budget process by updating the sales budget model.
• Forecast expenses for Sales and Marketing, including commissions modeling.
• Prepare materials for Sales Leaders and Executives as needed.
• Automate repetitive reporting to reduce turnaround time.
• Review and improve data organization and processes.

Skills

Financial analysis

Forecasting

Data interpretation

Communication

Statistical analysis

Education

BA/BS in finance/accounting/business

Tools

Excel

PowerPoint

Workday Adaptive/OfficeConnect

Netsuite

Salesforce

Tableau

Power BI

Job description

Quorum Software seeks a Financial Analyst to partner with Sales and Marketing, providing budgeting, forecasting and data-driven insights. You will develop sales analyses, dashboards and reports, while supporting the annual budget and expense forecasting.

Collaboration across Finance and senior leaders is essential to drive profitability and growth. The role emphasizes scalable processes, data accuracy, and the use of ERP and BI tools, with a hybrid work model for Houston/Dallas and