Marketing Operations Specialist

About the Role

Key Responsibilities

• Partner with marketing leaders to track, manage, and report on departmental budgets, resolving discrepancies quickly and accurately.
• Reconcile invoices and expenditures against budget line items and ensure compliance.
• Oversee the end-to-end Workday Finance purchase order process.
• Lead process modernization by transitioning traditional Excel-based budget tracking to automated templates and consolidated dashboards.
• Deliver monthly, quarterly, and ad hoc budget reports for senior stakeholders with actionable insights.
• Recommend and implement enhancements for efficiency, compliance, and visibility in budget management.

Requirements

• 2+ years' experience in marketing operations, financial analysis, or budget management (preferably within a marketing department).
• Proficiency with Excel (advanced formulas, dashboards, templates; automation experience a plus).
• Hands-on experience with Workday Finance (or similar ERP systems).
• Understanding of accrual accounting practices.
• Strong analytical and communication skills; ability to translate financial data for non-finance audiences.
• Proven track record of process improvements or workflow automation (Power Query, macros, etc. highly valued).
• Highly organized and able to balance multiple priorities in a fast-paced environment.
• Bachelor's degree in Marketing, Finance, Business Administration, or related field.

Nice to Have

• Automation experience with Power Query, macros, etc.

Qualifications

• Bachelor's degree in Marketing, Finance, Business Administration, or related field.

Benefits & Perks

• Medical, Dental, and Vision Insurance.
• Life Insurance.
• 401(k) Program.
• Commuter Benefit.
• eLearning & Ongoing Training.
• Education Reimbursement.