Note: The job is a remote job and is open to candidates in USA. Quorum Software is hiring a Financial Analyst to partner with Sales and Marketing and provide insights for strategic decision-making. The role focuses on new-sales budgeting, forecasting, analysis, reporting, and process improvement.

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

Skills

• 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
• 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 work in a time sensitive environment
• Self-starter with ability to manage defined tasks and deliverables independently
• Interpersonal, team and communication skills and ability to manage relationships within all levels of the Company including Executive Leadership Team
• Possess strong attention to detail and accuracy
• Employment eligibility to work with Quorum Software in Canada is required as the company will not pursue visa sponsorship for this position
• Software industry experience supporting a go-to-market and/or sales function strongly preferred

Benefits

• Hybrid work (working on-site and in-office a minimum of 2 days/week) if located in Houston or Dallas; remote with travel if the work location is Austin
• A DEI committee focused on Culture, Advocacy and Talent
• Company-wide Unconscious Bias training

Company Overview