Sr Financial Analyst (FP&A)

Overview

Quest Software builds the foundation for enterprise AI with solutions in data governance, cybersecurity, and platform modernization. More than 45,000 companies — including 90% of the Fortune 500 — trust Quest to solve their most critical IT challenges. From securing identities and modernizing platforms to preparing data for AI, Quest helps enterprises unlock their full potential. Headquartered in Austin, Texas, Quest is a global leader in IT management and security software, operating across more than 100 countries. As a PE-backed enterprise software company, Quest operates with the urgency of a growth-stage business while delivering the scale and stability of a market leader.

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.

Responsibilities

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.

Qualifications

• 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.

Preferred

• 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.

Why Quest

At Quest, your work makes an impact. You’ll help organizations get AI-ready while building your career with a global team of innovators. We offer:

• 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.

Quest is an Equal Opportunity Employer and Prohibits Discrimination and Harassment of Any Kind: Quest is committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment. All employment decisions at Quest are based on business needs, job requirements, and individual qualifications, without regard to race, color, religion, or belief, national, social, or ethnic origin, sex (including pregnancy), age, physical, mental, or sensory disability, HIV Status, sexual orientation, gender identity and/or expression, marital, civil union, or domestic partnership status, past or present military service, family medical history or genetic information, family or parental status, or any other status protected by the laws or regulations in the locations where we operate. Quest will not tolerate discrimination or harassment based on any of these characteristics. Quest encourages applicants of all ages.

Come join us. For more information, visit us on the web at Quest Careers Innovate.Collaborate.Grow

Job seekers should be aware of fraudulent job offers from online scammers and only apply to roles listed on quest.com/careers using our applicant system. Note: We do not use text messaging or third-party messaging apps like Telegram to communicate with applicants, so please exercise caution if you are approached in this way and only interact with people claiming to be Quest employees if they have an email address ending in @quest.com.