Financial Analyst - Software Go-to-Market

Financial Analyst

Location: Houston, TX or Dallas, TX or Austin, TX

Model of Work: Hybrid (Working on-site and in-office a minimum of 2 days/week) if located in Houston or Dallas and Remote with Travel if the work location Austin

Are you excited by challenges?  Do you enjoy working in a fast-paced, dynamic environment?  Then now is the time to join Quorum Software, a rapidly growing company and industry leader in oil & gas transformation.

Quorum Software is the world's largest provider of digital technology focused solely on business workflows that empower the next evolution of energy. From emerging companies to supermajors, throughout every region of the globe, customers rely on Quorum's proven innovation and unmatched global expertise to streamline business operations and make data-driven decisions that optimize profitability and growth. Our industry-leading solutions are transforming energy companies across the entire value chain, helping visionary leaders evolve their organizations into modern energy companies.

Overview

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.

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.

Requirements/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

Key Competencies

• 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

Additional Details

• Background Check: The successful candidate will need to successfully complete the following clearances: Criminal History Check, 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 as the company will not pursue visa sponsorship for this position. The successful candidate will be required to ensure they 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. Twenty years ago, we built the first software for gas plant accountants. Pipeline operators came next, followed by land administrators, pumpers, and planners. Since 1998, Quorum has helped thousands of energy workers with business workflows that optimize profitability and growth. Our vision for the future connects the global energy ecosystem through cloud-first software, data standards, and integration. The trusted source of decision-ready data for 1,800+ companies, Quorum Software makes the essential connections that let us work better together in the connected energy workplace. For more information, visit quorumsoftware.com.

Diversity Statement: At Quorum, we are committed to fostering, cultivating and preserving a culture of diversity, equity and inclusion.  We want to be the place where a diverse pool of talented people join us, stay with us and do their best work.  With a diverse team of employees, we grow and learn better together. The collective sum of the individual differences, life experiences, knowledge, innovation, self-expression, and talent that our employees invest in their work represents not only part of our culture, but our reputation and our achievements. We are fully focused on equality and believe deeply in diversity of race, gender, sexual orientation, religion, ethnicity, national origin and all the other characteristics that make us unique. We have a DEI committee focused on Culture, Advocacy and Talent, have company-wide Unconscious Bias training and more. 

Quorum Business Solutions and Quorum Software are Equal Opportunity Employers. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, protected veteran status, disability, or any other basis protected by federal, state, or local law.

Those applicants requiring reasonable accommodation to the application and/or interview process should notify a member of the Human Resources Department