Financial Analyst - Software Go-to-Market (Hybrid)

Quorum Software•Dallas, TX

9d•Hybrid

About The Position

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.

Requirements

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
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
Strong aptitude for statistical and quantitative analysis
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

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.