Sr Financial Analyst (FP&A)
About The Position
Quest Software is seeking a highly motivated and analytical Senior Advisor to join the Financial Planning & Analysis team. This is a high-visibility, in-office role based at Quest's Austin, TX headquarters near The Domain. Only candidates currently residing in the Austin area will be considered. The individual will play a critical role in supporting company-wide financial planning, forecasting, variance analysis, and strategic decision-making. You will work cross-functionally across Sales, Marketing, Product, Engineering, and G&A functions, partnering closely with business leaders to drive data-informed insights and improve financial performance. This is a hands-on role for a detail-oriented finance professional who thrives in a fast-paced, PE-backed SaaS environment. The ideal candidate combines strong financial modeling skills with intellectual curiosity and the ability to distill complex data into clear, actionable recommendations.
Requirements
- Bachelor's degree in Finance, Economics, Accounting, or a quantitative field.
- 3–6 years of progressive FP&A, investment banking, consulting, or corporate finance experience.
- Strong financial modeling skills with advanced proficiency in Microsoft Excel.
- Experience working with SaaS or enterprise software business models and recurring revenue metrics.
- Excellent analytical, organizational, and communication skills; able to distill complex data into executive-ready summaries.
- Ability to manage multiple priorities and meet deadlines in a dynamic, fast-paced environment.
Nice To Haves
- MBA or Master's in Finance, Accounting, or related field; CPA a plus.
- Experience in a PE-backed company environment.
- Hands-on experience with Anaplan, Excel, Power BI, Tableau, Salesforce, or similar enterprise planning and BI tools.
- Prior software experience.
- Familiarity with SQL or data querying for financial analysis.
Responsibilities
- Revenue modeling support — bookings and pipeline reporting, scenario modeling, pricing analysis, and strategic initiative support.
- Expense support — departmental spend tracking, cost driver analysis, and budget-to-actuals variance reporting.
- Support AOP, quarterly forecasts, and long-range financial models.
- Assist in monthly/quarterly close packages, variance analyses, and management reporting for the VP of FP&A and CFO.
- Maintain driver-based financial models reflecting Quest's SaaS dynamics — ARR, churn, net retention, and bookings.
- Track and analyze key SaaS metrics including ARR, MRR, NRR, CAC, LTV, and Rule of 40.
- Serve as a financial business partner to assigned functions, supporting budget management, headcount planning, and cost optimization.
- Translate financial data into clear insights and actionable recommendations for business leaders.
- Conduct ad hoc analysis to support strategic initiatives, pricing decisions, and investment cases.
- Build and maintain executive dashboards and KPI scorecards using Anaplan, Excel, Power BI, Tableau, and Salesforce.
- Prepare board-ready materials and management presentations focused on strategic insight.
- Ensure accuracy and timeliness of all financial reporting outputs.
- Drive continuous improvement of FP&A processes, tools, and templates.
- Contribute to Anaplan model builds and enhancements.
- Identify and resolve data quality issues cross-functionally.
Benefits
- Competitive pay, annual bonuses, and top-performer recognition.
- Comprehensive health, family, and retirement benefits.
- Flexible work options, generous PTO, and wellness programs.
- Professional growth through learning platforms, mentorship, and leadership programs.
- Inclusive teams that reflect the world we serve, supported by Employee Resource Groups and our Equality & Inclusion Council.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
