Strategic Financial Analyst: Forecasting & Dashboards

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

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.