Financial Analyst - Software Go-to-Market (Austin-Remote)

Location and Work Model

Houston, TX | Dallas, TX | Austin, TX. Hybrid (on‑site and in‑office a minimum of 2 days/week) for Houston or Dallas locations; remote with travel for Austin.

Overview

The Financial Analyst will join the Quorum Finance team, partnering with Sales and Marketing to provide critical data insights that facilitate strategic decision‑making. Primary responsibilities include budgeting, forecasting, and analyzing Quorum’s new sales. The ideal candidate has experience forecasting and budgeting sales and creating financial, Board, and key‑metric reporting, and will be an integral part of the Finance team.

Responsibilities

• Maintain and help build new sales analytic and forecasting models to support the new sales forecasting process.
• Perform variance, historical trend, product‑mix, and pipeline analyses and other ad‑hoc analysis 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 the 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, the Executive Leadership Team, and other target audiences as needed.
• Identify and automate manual and repetitive reporting with an emphasis on reducing turnaround time and freeing capacity for strategic decision support.
• Continuously review and improve current processes, including data organization, version control, and modelling.
• Other duties as assigned.

Requirements / Qualifications

• BA/BS degree in a relevant field.
• 2‑4 years of Financial Planning & Analysis (or similar) experience.
• Advanced knowledge of MS Office, primarily 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 (e.g., Claude).
• Experience building scalable, repeatable processes.
• Strong aptitude for statistical and quantitative analysis.
• Interpersonal, team, and communication skills; ability to manage relationships at all company levels.
• Strong attention to detail and accuracy.
• Software‑industry experience supporting a go‑to‑market and/or sales function is strongly preferred.

Key Competencies

• Solid understanding of accounting, budgeting, and forecasting processes.
• Ability to translate business decisions into financial metrics.
• Sound knowledge of business analysis and financial modelling.
• Strong organization and planning skills; ability to work in a time‑sensitive environment.
• Self‑starter with the ability to manage defined tasks and deliverables independently.
• Strong aptitude for statistical and quantitative analysis.
• Excellent interpersonal, team, and communication skills; capable of managing relationships with all levels of the company, including Executive Leadership.
• Meticulous attention to detail and accuracy.

Additional Details

• Background check required: criminal history, education verification, employment verification, driver’s license verification, and passport/ID validation.
• Visa sponsorship: Employment eligibility to work with Quorum Software in Canada is required; the company will not sponsor visas for this position. Candidates must maintain and renew any visas or permits that grant employment eligibility where applicable.

About Quorum Software

Quorum Software connects people and information across the energy value chain. Since 1998, Quorum has helped thousands of energy workers with business workflows that optimize profitability and growth. The company’s vision is to connect the global energy ecosystem through cloud‑first software, data standards, and integration, serving over 1,800 companies worldwide. For more information, visit quorumsoftware.com.

Diversity Statement

Quorum is committed to fostering, cultivating, and preserving a culture of diversity, equity, and inclusion. The company values a diverse pool of talent and believes that varied perspectives drive better learning and growth. Quorum’s DEI initiatives include a dedicated committee, company‑wide unconscious bias training, and ongoing efforts to ensure equality across race, gender, sexual orientation, religion, ethnicity, national origin, and other characteristics. Quorum Business Solutions and Quorum Software are Equal Opportunity Employers.