Leader, Marketing Finance

About the position

Responsible for performing complex analysis, modeling and reporting, both permanent and ad hoc, to support management decision making. This role is an intermediary between the Finance and Marketing departments and translates marketing campaign activity into clear financial performance metrics, while guiding resource allocation across various business channels. This position ensures the performance of all duties in accordance with the company’s policies and procedures, all U.S. state and federal laws and regulations, wherein the company operates.

Responsibilities

• Manages multi-channel marketing budgets across mortgage and personal lending products, ensuring alignment with business objectives.
• Optimizes budget allocation across paid media, direct mail, SMS, SEO, and referral channels based on performance metrics and strategic growth goals.
• Reports core financial metrics such as CAC, ROMI, CPL, and Cost per Funded Loan by channel, product, and campaign.
• Provides performance recaps, pacing reports, and cost-to-close dashboards to Marketing and Finance leaders.
• Creates robust forecasting models that predict marketing performance and spend outcomes tied to volume goals (applications, credit pulls, locks, fundings).
• Synthesizes large datasets into strategic insights and actionable recommendations. Analyzes trends and runs scenario planning to guide monthly/quarterly investments and support annual planning cycles.
• Partners with campaign managers, media buyers, and data analytics teams to improve cost efficiency and ROI across campaigns.
• Acts as the financial advocate in marketing strategy meetings—helping balance growth goals with margin targets.
• Manages financial operations including vendor contracts, invoice approvals, accruals, and reconciliation.
• Ensures compliance with financial policies and regulatory guidelines specific to financial services marketing (e.g., firm offer of credit, UDAAP, TCPA).
• Fosters strong relationships with teams to ensure initiatives are successfully delivered and innovation is prioritized.
• Facilitates collaboration and influences a positive team environment by supporting initiatives that address team dynamics, build cohesion and promote growth.

Requirements

• Bachelor’s Degree preferred, and/or minimum of five (5) + years’ experience working in marketing finance, FP&A, or performance marketing analysis or similar field.
• Strong proficiency with Excel and financial modeling; experience with BI/reporting tools like Tableau, Power BI, or Looker.
• Familiarity with martech and adtech platforms (Google Ads, Meta, Salesforce, Snowflake, direct mail systems, etc.).
• Experience with highly regulated industries and managing firm offer of credit or TCPA marketing compliance is a plus.
• Experience in mortgage, lending, or financial services industries preferred.

Benefits

• Aggressive compensation package based on experience and skill set.
• Inclusive, diverse, and collaborative culture where people from all backgrounds can thrive.
• Work with other passionate, purposeful, and customer-centric people.
• Extensive internal growth and professional development opportunities including tuition reimbursement.
• Comprehensive benefits package including Medical/Dental/Vision.
• Wellness program to support both mental and physical health.
• Generous paid time off for both exempt and non-exempt positions.