Channel Marketing, Senior Financial Analyst

Full-time - Mid Level

Plano, TX

Professional, Scientific, and Technical Services

About the position

The Senior Financial Analyst for Channel Marketing will be responsible for analyzing marketing programs and recommending investment improvements based on profit, ROI, KPI analysis, historical performance data, and company strategic initiatives. This role involves working with cross-functional teams to plan marketing and promotion spend allocation, ensuring alignment with company goals. The analyst will institute improvements for marketing fund management, consolidate MDF forecasts, create and allocate budgets, and prepare regular reports with financial metrics to provide insights to internal stakeholders. Daily budget tracking and analysis of strategic initiatives will also be key responsibilities.

Responsibilities

• Analyze marketing programs and develop & recommend investment improvements based on profit and ROI, KPI analysis, historical performance data, and company strategic initiatives
• Work with cross-functional teams to plan marketing and promotion spend allocation to validate ROI and alignment with company and strategic goals
• Institute improvements for marketing fund management across the organization, including data housing, team communication, and forecast variance management
• Consolidate bottoms-up MDF forecasts for both monthly target planning and annual management planning by account
• Create and allocate overall MDF budget and provide team budget recommendations to review final version with MDF management and senior channel marketing management
• Prepare and deliver regular or ad hoc reports with financial metrics by category and channel spend analysis to provide data-driven insights of marketing programs to the internal stakeholders
• Manage daily MDF budget tracking reports, provide day-to-day budget status, and coordinate with marketing teams to achieve 100% forecast accuracy
• Analyze strategic initiative programs based on profit and ROI analysis and provide recommendations to the internal stakeholders
• Facilitate communication of Suwon Office guidance with overall MDF % and communicate MDF budget amount to each team

Requirements

• Bachelor's degree in Marketing, Finance, Business, Accounting, or related field
• 5 years or more of progressive, post-baccalaureate experience in the job offered
• Strong Excel & PowerPoint skills, familiarity with SAP or other ERP system
• Very strong business analytical skills, financial acumen, budget management know-how required
• Proven self-starter with a strong ability to aggregate and consolidate from disparate data sources
• Experience in managing and tracking budget
• Experience in developing financial and operational analysis and presentation to management
• Strong financial and general accounting knowledge
• Strong database management skills with attention to detail

Nice-to-haves

• Strong proficiency in navigating large organizations and multiple points of contact
• Demonstrated competency in both oral and written communication modes for various personnel levels
• Ability to plan, organize, and prioritize multiple assignments and projects
• Ability to work independently and in a team environment
• Ability to complete tasks and work assignments on tight deadlines

Benefits

• Pay rate range - $55/hr. to $60/hr. on W2