Senior Financial Analyst - Financial Planning & Analysis

Senior Financial Analyst

Quorum Software is seeking a Senior Financial Analyst to join its Finance team and partner with the Sales and Marketing organizations. The role focuses on sales forecasting, budgeting, financial modelling, expense analysis, and management reporting to support strategic business decisions.

Key Responsibilities:

- Develop and maintain sales analytics and forecasting models to support the new sales forecasting process.

- Conduct variance analysis, historical trend analysis, product mix analysis, and sales pipeline analysis.

- Design and deliver accurate financial reports, dashboards, and business insights.

- Build validation, reconciliation, and error-checking mechanisms into financial models and reports.

- Support annual budgeting by maintaining and updating sales budget models.

- Manage and forecast Sales and Marketing expenses, including detailed sales commission modelling.

- Prepare presentations and financial insights for Sales Leaders, the Executive Leadership Team, and other stakeholders.

- Identify opportunities to automate repetitive reporting activities and reduce reporting turnaround time.

- Review and improve financial processes, including data organization, version control, and financial modelling practices.

Required Skills and Qualifications:

- Bachelor's degree/PG in a relevant field.

- 3 - 5 years of experience in Financial Planning & Analysis (FP&A) or a similar role.

- Advanced proficiency in MS Excel and PowerPoint.

- Experience with ERP and planning tools such as Workday Adaptive, OfficeConnect, NetSuite, or Salesforce.

- Experience with data visualization tools such as Tableau or Power BI.

- Experience using AI tools such as Claude to automate financial processes.

- Strong understanding of accounting, budgeting, forecasting, and financial modelling.

- Strong quantitative and statistical analysis skills.

- Ability to translate business decisions into financial metrics and actionable insights.

- Experience developing scalable and repeatable processes.

- Excellent organizational, communication, and stakeholder management skills.

- Strong attention to detail, accuracy, and the ability to manage time-sensitive deliverables independently.

Preferred Qualifications:

- Experience in the software industry.

- Ability to independently lead projects and manage relationships across different organizational levels, including executive leadership.

Additional Requirements:

Successful candidates must complete the required background checks, including criminal history, education and employment verification, driver's license verification, and passport/ID validation.