Financial Analysis Director (FMFA00)

Overview

Director, Strategic FinanceGrowth Story, Board Reporting & Investor RelationsReports To: Vice President, FinanceLocation: Austin, TX — in-officeRole Type: Senior individual contributor — no direct reports; dotted-line partnership with FP&A team members for reporting needs.

 

Quest Software is seeking a strategic, growth-oriented finance professional to own the company’s growth story — from the metrics that define it, to the narrative delivered to executive leadership, the Board, and our private equity partners.

 

Reporting to the Vice President of Finance, this high-visibility role is centered on board reporting, investor relations, and how Quest’s growth story is framed for its PE sponsors, lenders, and co-investors. It partners closely with the VP of Sales & Marketing Finance — a peer of the hiring leader — whose organization owns budgeting, forecasting, and sales-planning activities, translating those inputs into a clear, defensible corporate story rather than owning the underlying planning cycles.  Given the pace and expectations of a PE-backed enterprise software business, the ideal candidate has done this before. They bring direct PE-backed company experience, an enterprise software background, and hands-on FP&A expertise supporting top-line and growth reporting. This is an owner of the corporate story — not someone who needs to be trained into it.

Responsibilities

Own the Growth Story (Core Mandate)

• Own the growth story end-to-end — from the metrics that anchor it, to the reporting structure, to the narrative delivered to executives, the Board, and PE partners.

• Translate revenue and growth drivers into a clear, consistent, and defensible corporate story that holds up to scrutiny.

• Build and maintain the frameworks and reporting that make the growth story repeatable and board-ready each cycle.

• Anticipate the questions leadership and PE sponsors will ask, and get ahead of them with proactive analysis.

 

Board Reporting & Investor Relations

• Own the narrative for board reporting — prepare board materials and operating reviews that clearly communicate growth performance, outlook, and the value-creation story.

• Lead investor-relations activities and reporting across PE sponsors, lenders, LPs, and co-investors; serve as a key point of contact for investor-facing requests.

• Support diligence requests and value-creation-plan tracking.

• Present growth narratives to both financial and non-financial audiences with executive polish.

 

Growth Metrics & Insight

• Maintain and interpret the top-line and growth metrics that anchor the story (ARR, NRR, churn, bookings, pipeline, Rule of 40, and related measures).

• Analyze results to surface the drivers, risks, and opportunities behind the numbers, and turn them into insight for leadership.

• Ensure metrics are defined consistently and presented reliably across board and investor materials.

 

Partnership & Ways of Working

• Partner closely with the VP of Sales & Marketing Finance, whose organization owns budgeting, forecasting, and sales-planning activities, translating those outputs into the growth narrative.

• Direct FP&A team members on a dotted-line basis to meet board and investor reporting needs, without direct management responsibility.

• Partner with Sales, Revenue Operations, Product, and Customer Success to connect operational drivers to the story.

• Serve as a trusted finance voice on how growth is measured, framed, and communicated.

 

Growth & SaaS Metrics

Fluency with the recurring-revenue and growth metrics that drive the story is essential:

• Annual Recurring Revenue (ARR) & Monthly Recurring Revenue (MRR)

• Net Revenue Retention (NRR), Gross Retention & Churn

• Bookings & Pipeline Health

• Customer Acquisition Cost (CAC) & Customer Lifetime Value (LTV)

• Rule of 40 and other growth-efficiency benchmark

 

Technology & Analytics Environment

• Reporting & Presentation: Advanced PowerPoint, executive & board reporting

• Analytics / BI: Power BI, Tableau, Looker

• Planning / EPM (familiarity): Anaplan, Workday Adaptive Planning, Oracle EPBCS, Planful

• Commercial / RevOps: Salesforce, Clari, Gong

• Data: Advanced Excel, SQL; Python a plus

• ERP / Financial Systems: NetSuite, Oracle, SAP, Workday Financials

Qualifications

Required — Non-Negotiable

• PE-backed company experience. Direct experience working inside a private-equity-backed business.

• Enterprise software background. Experience in enterprise software / SaaS.

• 5+ years of core FP&A experience, specifically supporting top-line / growth reporting.

• Proven ownership of the corporate story. Demonstrated ability to take top-line performance from data to a board- and investor-ready narrative.

 

Additional Requirements

• Bachelor’s degree in Finance, Accounting, Economics, Business, or a related quantitative field.

• Strong financial modeling skills and advanced Excel proficiency.

• Deep understanding of recurring-revenue business models and SaaS performance metrics.

• Excellent communication and executive presentation skills; comfortable in front of senior leaders and investors.

 

Preferred

• MBA, CPA, or CFA.

• Direct experience with board reporting and investor relations for a PE-backed business, including sponsor, lender, and LP communications.

• Experience in a high-growth or value-creation-plan environment.

 

Key Competencies

• Storytelling with data — turning numbers into narrative

• Board & investor communication

• Strategic thinking & business acumen

• Executive presence & communication

• Ownership and bias to action

• Analytical problem solving

• Collaboration & influence

 

Success Measures

Success in this role will be demonstrated through:

• A clear, consistent, board- and PE-ready growth story, owned end-to-end.

• Board and investor materials that are trusted, timely, and require minimal rework.

• Leadership and PE partners equipped with the growth insight they need — ahead of the ask.

• Metrics that are consistently defined and reliably presented across all reporting.

• A strong, trusted partner to the VP of Finance, Finance Controllers, and the FP&A team.

 

Company 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, we help enterprises unlock their full potential.

 

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.