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 w