Marketing Operations - Budget Management Specialist

About the Role

Key Responsibilities

• Support Director of Planning and Performance in driving budget execution and process improvement, specifically Steward and Monitor Budget Management Process
• Review and reconcile quarterly plans submitted by managers with the Annual Operating Plan (AOP) to ensure alignment with financial goals and strategic objectives
• Review forecasted spending against the Manager's Quarterly Plan and the AOP, and report discrepancies
• Collaborate with marketers to manage budget transfers, ensuring documentation, approval, and accurate reflection in financial records
• Support for PR/PO/Invoice Processes by resolving queries related to purchase requisitions, purchase orders, and invoices
• Review accruals against forecasts to ensure expenses are within +/- 2% of the AOP and work with finance teams to adjust as needed
• Establish Centre of Excellence process and Improvement cadence
• Support postmortem analysis after fiscal periods to identify lessons learned and opportunities for process improvement
• Implement process improvements based on analysis and feedback to enhance budget execution efficiency
• Identify key training opportunities to ensure the Marketing organization is equipped with necessary knowledge and resources

Requirements

• Bachelor's degree in Finance, Accounting, Business Administration, or a related field
• 7-10 years of experience in Finance, Accounting, or Marketing Operations with a focus on budget management and financial processes
• Strong analytical skills and attention to detail
• Advanced proficiency in Microsoft Excel
• Proficiency in financial management software (e.g., Allocadia, Netsuite, SAP)
• Excellent communication and interpersonal skills
• Ability to work collaboratively in a team environment and manage multiple tasks effectively

Nice to Have

• Knowledge of budget reconciliation and financial reporting
• Experience with accrual accounting and variance analysis
• Familiarity with marketing operations and budget management processes
• Ability to work under tight deadlines and adapt to changing priorities
• Strong problem-solving skills and a proactive approach to process improvement

Qualifications

• Educational background as specified in the requirements (Bachelor's degree in relevant field)

Benefits & Perks

• Competitive salary range of $149,000 - $224,000 USD
• Potential eligibility for incentive pay and/or equity
• Flexible time off and wellness resources
• Company-sponsored team events
• Work from the Santa Clara, CA office in compliance with company policies