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Manager, Financial Planning & Analysis

Charlotte, NC

Based in Washington, D.C., Quorum is a fast-growing software company and is the leading provider of workflow software and information services for government affairs professionals across corporate, non-profit, association, and governmental end-markets.  Quorum allows users to manage stakeholder engagement, launch grassroots advocacy campaigns, and track legislative activity at all levels of government, including federal, state and local. 

Quorum provides mission-critical solutions to public affairs professionals for their work in Congress, all 50 state legislatures, major U.S. cities, the European Union, and 30+ countries around the globe. Quorum serves over 2,000 customers globally including over 50% of the Fortune 100, and has over 350 team members across the globe. 

As the FP&A Manager, reporting to the VP of Finance, you’ll be responsible for leading the analysis, forecasting, budgeting, and planning processes to support strategic decision-making across Quorum. You will ensure leadership teams have the financial insights needed to guide operational efficiency, growth, and profitability. The ideal candidate is a data-driven problem solver, effective communicator, and collaborative business partner with proven experience in SaaS FP&A.

Responsibilities

  • Lead the annual budgeting and quarterly forecasting processes, ensuring accuracy, timeliness, and strategic alignment.
  • Develop and evolve Quorum’s financial models to drive insights into performance, growth levers, and key metrics.
  • Partner cross-functionally with department leaders to provide analysis, scenario modeling, and data-driven recommendations.
  • Prepare monthly and quarterly variance analyses, identifying trends, risks, and opportunities for improvement.
  • Lead implementation and enhancement of FP&A systems, tools, and processes; integrate AI-driven reporting and automation where applicable.
  • Deliver board and executive reporting materials with clear narratives and actionable insights.
  • Support M&A readiness and financial due diligence efforts as Quorum evaluates potential strategic transactions.

Required Qualifications

  • Bachelor’s degree in Finance, Accounting, Economics, or a related field.
  • Minimum 5-7 years of progressive experience in FP&A, corporate finance, or related analytical roles (SaaS experience preferred).
  • Background in investment banking.
  • Strong quantitative and analytical skills with advanced Excel and financial modeling expertise.
  • Proficiency with BI/reporting tools (e.g., Power BI, Tableau, or similar).
  • Proven ability to influence cross-functional teams and present complex data in a clear, strategic manner.
  • Knowledge of GAAP accounting principles and key SaaS metrics (ARR, retention, CAC, LTV).
  • Ability to handle confidential information with discretion and operate effectively in a fast-paced environment.

Preferred Qualifications

  • Experience with ERP systems (e.g., NetSuite) and CRM Systems (e.g. Salesforce)
  • Prior experience supporting PE-backed or high-growth SaaS companies.
  • Exposure to business intelligence automation or AI-enabled financial tools.

About the Finance Team

  • We’re responsible for the financial stewardship of Quorum.
  • We pay attention to the details and have pride in the work we do, knowing that our team helps provide peace of mind to our team members, clients, and vendors.
  • We're close as a company—we work together, spend time together, and value each others' ideas and input.
  • We believe that precedent is not best practice—we are constantly striving to improve our own workflow.
  • We work with a great sense of integrity and accountability. We strive to make Quorum an exceptional place to work.

Our Work Environment

  • We are an AI-forward team—AI is built into how we work, think, and grow.
  • We are a remote-friendly team with flexible work options: work remotely or, if you're in the area, choose to visit our vibrant, sunlit space in our modern, open-concept office in Washington, D.C.
  • Our office building is located in the heart of downtown DC, easily accessible by metro, bus, and rideshares. It is also in close proximity to great restaurants, food trucks, shopping, and popular happy hour spots.

Do you want to learn what it's like to have a real impact at a fast-growing company that is changing the way the advocacy process works? If so, drop us a line. We'd love to talk to you!

Compensation 

  • OTE: $110,000 - $125,000 based on experience + bonus
  • This is a full-time remote position, Exempt - not eligible for overtime.
  • Location: Charlotte, NC

Benefits

  • Flexible Paid Time Off
  • Paid Company holidays plus additional company-wide days off for team members to rest and recharge
  • Four Day Weekends for President’s Day, Memorial Day, Fourth of July and Labor Day
  • Free Subscription to the Calm App
  • Free Subscription to LinkedIn Learning to support professional development
  • Invest in Yourself Days - one designated day per quarter is dedicated to your professional development!
  • One-time Work from Home Stipend
  • 401k match
  • Choice of trans-inclusive medical, dental, and vision insurance plan options
  • Virtual and in-person team events 
  • Bright sunlit open office concept with your own dedicated desk (if you want it)
  • Inclusion & Diversity Affinity Groups to support belonging
  • 12 weeks paid parental leave

We comply with all requirements for US government federal contractors issued by the OFCCP, IFR, and the terms of our government contracts.

EEO/AA/F/M/Vet/Disabled

We are currently hiring for this position in the following city and state: Charlotte, NC

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At Quorum, we are committed to providing an environment of mutual respect where equal employment opportunities are available to all applicants and team members without regard to race, color, religion or belief, sex, pregnancy (including childbirth, lactation and related medical conditions), national origin, age, physical and mental disability, marital status, sexual orientation, gender identity, gender expression, genetic information (including characteristics and testing), military and veteran status, family or paternal status and any other characteristic protected by applicable law.

Quorum believes that diversity and inclusion among our team members is critical to our success as a global company, and we seek to recruit, develop and retain the most talented people from a diverse candidate pool. If you are an individual with disabilities who needs accommodation or you are having difficulty using our website to apply for employment, please email eeo@quorum.us.

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