Senior Marketing Analyst

Senior Analyst, Finance - Sales & Marketing

Role Summary

A key opportunity exists for a Finance Business Analyst specializing in Sales and Marketing to contribute significantly to financial planning, reporting, and analytical activities supporting field-based sales teams and marketing functions. This role will be instrumental in delivering data-driven insights, constructing financial models, and performing return-on-investment evaluations to inform strategic decision-making and enhance operational effectiveness. The successful candidate will possess robust analytical capabilities, a meticulous approach to detail, and a collaborative spirit for engaging with diverse internal teams.

Key Responsibilities

• Financial Analysis and Reporting: Participate in the preparation of monthly and quarterly financial reports, tracking performance against established targets and projections.
• Budgeting and Forecasting Support: Assist management in the annual budgeting and ongoing forecasting processes, analyzing deviations and identifying key performance trends.
• Sales and Marketing Financial Support: Provide financial analysis related to sales programs and marketing campaigns, monitoring key performance indicators (KPIs) and assessing the return on investment (ROI) of these activities.
• Expense Management: Track and analyze expenditures related to sales, marketing, and general business operations, ensuring accuracy and identifying opportunities for cost optimization.
• Return on Investment Analysis: Evaluate the effectiveness of marketing initiatives and sales strategies by analyzing their financial impact and offering recommendations for future improvements.
• Data Modeling and Insight Generation: Develop and maintain financial models to support business decisions and various scenario analyses.
• Cross-Functional Collaboration: Partner closely with Sales, Marketing, and Supply Chain teams to gather necessary data, provide financial guidance, and ensure alignment on financial goals.
• Process Enhancement: Contribute to the improvement of financial processes, the enhancement of reporting capabilities, and the implementation of automation where appropriate.
• Compliance and Controls: Ensure adherence to company financial policies, relevant accounting standards, and internal control procedures.

Required Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or a closely related discipline.
• Minimum of 3 years of experience in financial planning and analysis, ideally with exposure to supporting sales, marketing, or general corporate expenses.
• Experience working within a fast-paced and evolving business environment is preferred.
• Strong capabilities in financial modeling and data analysis. Experience with enterprise planning software is a plus.

Technical Skills and Competencies

• Financial Principles: Solid understanding of core financial concepts, budgeting methodologies, and forecasting techniques.
• Analytical Proficiency: Demonstrated ability to interpret complex financial information, identify significant trends, and generate actionable insights.
• ROI and Performance Measurement: Experience in evaluating and analyzing the return on investment for marketing and sales activities.
• Systems and Tools: Competency in financial management systems (such as SAP, Oracle, Hyperion, or similar platforms) and advanced proficiency in Microsoft Excel (including pivot tables, lookups, and financial modeling). Familiarity with data visualization tools like Power BI or Tableau is beneficial.
• Attention to Detail: A commitment to ensuring accuracy and integrity in financial data.
• Communication and Teamwork: Effective verbal and written communication skills, with a proven ability to collaborate successfully across different teams.
• Problem-Solving Approach: A proactive mindset towards identifying challenges and developing solutions to improve efficiency.