Responsibilities

• Lead annual, quarterly, and ad hoc marketing planning processes, ensuring accuracy, agility, and alignment with business priorities for supported functions.
• Own budget management, forecasting, and reporting, providing clear visibility into spend performance and enabling effective execution.
• Deliver actionable insights through budget and workforce reviews, leveraging dashboards and partnering with Finance and Analytics teams to drive spend efficiency and business impact.
• Drive end-of-quarter close processes, proactively identifying variances and partnering with stakeholders to resolve issues.
• Identify and implement opportunities to streamline, standardize, and scale planning processes, tools, and templates across Marketing.
• Partner cross-functionally (Finance, Analytics, and Marketing teams) to ensure systems and workflows support efficient planning, budget execution, and reporting.
• Support workforce planning by managing headcount processes, tracking, and reporting.
• Build strong relationships with marketing leaders, serving as a trusted advisor on planning, budget, and resource decisions.
• Support key business deliverables, including Quarterly Business Reviews (QBRs) and executive updates.
• Maintain clear documentation and ensure adherence to budget governance, accounting standards, and internal processes.

Requirements

• Bachelor's degree in Marketing Strategy, Operations, Business Analytics, Finance, or a related field
• 5-7 years of relevant professional experience with an emphasis on marketing strategy and operations
• Strong analytical and financial modeling skills, with the ability to translate data into actionable insights
• Advanced proficiency in Excel, PowerPoint, and Google Suite
• Experience with data visualization and analytics tools (e.g., Tableau, Salesforce Analytics)

Preferred

• Salesforce or Tableau certification a plus