Hybrid FP&A Financial Analyst — Sales Forecasting & Analytics

Quorum Business Solutions; Dallas (TX); Hybrid; USD 70,000 - 120,000; Full time

Job summary

Quorum Software in Houston, Dallas, or Austin is seeking a Financial Analyst to partner with Sales and Marketing to provide budgeting, forecasting, and data insights. The role emphasizes building sales analytics, dashboards, and reports to support strategic decisions.

The ideal candidate brings a BA/BS and 2–4 years FP&A experience, plus strong Excel, PowerPoint, ERP and BI tools. This is a hybrid role with potential travel as needed.

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/planning software (Workday Adaptive, 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; ability to work with all levels of the company.

Responsibilities

• Maintain and help build new sales analytic and forecasting models to support sales forecasting.
• Perform variance, historical trend, product mix and pipeline analyses and other ad hoc analysis.
• 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 the new sales budget model.
• Manage and forecast expenses for Sales and Marketing, including detailed commissions modelling.
• Prepare presentation materials for Sales Leaders and Executive Leadership.
• Identify and automate manual reporting to reduce turnaround time.
• Ongoing review and process improvement of data organization and modelling.

Skills

Financial analysis

Forecasting

Budgeting

Attention to detail

Communication

Education

BA/BS in relevant field

Tools

Workday Adaptive/OfficeConnect

Netsuite

Salesforce

Tableau/Power BI

Job description

Quorum Software in Houston, Dallas, or Austin is seeking a Financial Analyst to partner with Sales and Marketing to provide budgeting, forecasting, and data insights. The role emphasizes building sales analytics, dashboards, and reports to support strategic decisions.

The ideal candidate brings a BA/BS and 2–4 years FP&A experience, plus strong Excel, PowerPoint, ERP and BI tools. This is a hybrid role with potential travel as needed.