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: Assist in reviewing and reconciling quarterly plans submitted by managers with the Annual Operating Plan (AOP). Ensure that quarterly plans are accurately aligned with overall financial goals and strategic objectives.
• Forecast Spend Analysis: Review forecasted spending against the Manager's Quarterly Plan and the AOP. Identify and report any discrepancies, ensuring alignment with financial targets.
• Budget Transfers Management: Collaborate with marketers to manage budget transfers as needed. Ensure that budget adjustments are documented, approved, and accurately reflected in financial records.
• Support for PR/PO/Invoice Processes: Provide support to marketers on general business questions related to purchase requisitions (PRs), purchase orders (POs), and invoice processing. Ensure that all PR/PO/invoice queries are resolved promptly and accurately.
• Accruals Review: Review accruals against forecasts to ensure actual expenses are within +/- 2% of the AOP. Work with finance teams to adjust accruals as needed to maintain financial accuracy and compliance.
• 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 postmortem analysis and feedback to enhance efficiency and effectiveness of budget execution
• Identify key training opportunities to ensure Marketing organization are equipped with the 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, financial processes
• Strong analytical skills and attention to detail
• Advance 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
• Familiarity with marketing operations and budget management processes is a plus

Nice to Have

• Knowledge of budget reconciliation and financial reporting
• Experience with accrual accounting and variance analysis
• 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 in Finance, Accounting, Business Administration, or related fields

Benefits & Perks

• The role may be eligible for incentive pay and/or equity
• Flexible time off, wellness resources, and company-sponsored team events
• Ongoing application process with no fixed deadline