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.

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.

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.