Financial Planning Analyst, Marketing and Sales Services
About The Position
Responsible for financial planning & analysis for the Marketing & Sales Services function, delivering comprehensive financial planning, reporting, forecasting, and operational finance support. The position oversees annual marketing budget plus supporting business unit marketing teams, while contributing to broader FP&A efforts tied to business performance. Responsibilities include monthly financial reporting, forecasting, headcount tracking, budget oversight, and ensuring financial accuracy and compliance. The role partners closely with Marketing leadership, business unit teams, Finance, Accounting, and IT to gather business requirements, support data development, and provide clear, actionable reporting. The individual develops KPIs, dashboards, and performance insights for senior leadership, supports strategic planning, and contributes to special projects and ad-hoc analysis. Success in this role requires strong business and technical acumen, the ability to manage multiple priorities, and adaptability in a fast-changing environment.
Requirements
- Bachelor's Degree in Accounting, Finance, or related field required
- 5+ years of relevant experience preferred
- Experience with Oracle ERP, Hyperion, Oracle Business Intelligence, and/or Crystal Reports preferred
- Experience working with global or cross-functional teams preferred
- Proficiency in Excel
- Experience working in a multi-org, multi-site environment
- Excellent written and verbal communication
- Strong organizational skills
- Strong analytical skills and attention to detail
- Ability to leverage big data and quantitative analysis to provide actionable insights
- Proven ability to visualize, document, and improve processes
- Experience with Oracle Cloud
- Knowledge of database and data warehouse architecture preferred
Nice To Haves
- Presentation experience preferred
Responsibilities
- Financial Planning & Budget Management
- Coordinate the Annual Business Planning process; determine headcount and personnel cost estimates, prepare summary rollups for leadership review, meet with Directors and VP Marketing Sales Services for budget reviews, present consolidated plans to Senior Management
- Lead support of annual and long-range financial planning, including budget development, historical analysis, department allocations, and maintenance of planning tools in Hyperion
- Monthly Financial Reporting & Analysis
- Own monthly and quarterly financial reporting cycle, including expense report review, variance analysis, trend commentary, leadership summaries, and monthly financial reviews with department Directors
- Prepare and submit month-end reclassifications, deferrals, and amortization requests to Finance
- Forecasting
- Coordinate monthly forecasts with Directors, prepare consolidated forecast rollups, and communicate key variances and drivers to senior leadership
- Requisitions, Purchase Orders & Invoice Management
- Manage Marketing procurement and payables workflow in Oracle, including requisitions, PO tracking, invoice submission, vendor setup coordination, payment issue resolution, and reporting of spend and processing metrics
- Fixed Assets & Departmental Oversight
- Maintain and track Marketing department fixed assets
- Receive and review monthly reports related to demos, samples, and evaluations
- Cross-Functional Collaboration
- Collaborate cross-functionally with Finance, Accounting, AP, Procurement, HR, Payroll, IT, and International Finance to support financial operations and reporting
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
