Sr Financial Analyst; FP&A

Quest Software seeks a highly motivated and analytical Senior Advisor to join the Financial Planning & Analysis team. This high‑visibility, in‑office role is based at Quest's Austin, TX headquarters near The Domain. Only candidates currently residing in the Austin area will be considered.

• Financial Planning & Forecasting: 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.

• Business Partnering & Analytics: 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.

• Reporting & Dashboards: 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.

• Process Improvement & Systems: 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.

• 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.

• 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.

• 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 supported by Employee Resource Groups and our Equality & Inclusion Council.

Quest is an Equal Opportunity Employer and prohibits discrimination and harassment of any kind. Quest will not tolerate discrimination or harassment based on any characteristic protected by the laws or regulations in the locations where we operate.