Senior Financial Analyst

3 weeks ago

Plano, Texas, United States WorldLink Full time
About the Role

We are seeking a highly skilled Senior Financial Analyst to join our Channel Marketing team at WorldLink. As a key member of our Investment and Strategy and Operations team, you will be responsible for the day-to-day forecast management of MDF, analyzing MDF programs, and supporting financial planning with ROI-based prioritization and recommendation to stakeholders.

Key Responsibilities
  • Analyze marketing programs and develop recommendations for investment improvements based on profit and ROI, KPI analysis, historical performance data, and company strategic initiatives.
  • Work with cross-functional teams to plan marketing and promotion spend allocation to validate ROI and alignment with company and strategic goals.
  • Institute improvements for marketing fund management across the organization, including data housing, team communication, and forecast variance management.
  • Consolidate bottoms-up MDF forecasts for both monthly target planning and annual management planning by account.
  • Creates and allocates overall MDF budget and provides team budget recommendations to review final version with MDF management and senior channel marketing management.
  • Prepare and deliver regular or ad hoc reports with financial metrics by category and channel spend analysis to provide data-driven insights of marketing programs to internal stakeholders.
  • Manage daily MDF budget tracking reports, provide day-to-day budget status, and coordinate with marketing teams to achieve 100% forecast accuracy.
  • Analyze strategic initiative programs based on profit and ROI analysis and provide recommendations to internal stakeholders.
Requirements
  • 5 years or more of progressive, post-baccalaureate experience in the job offered.
  • Bachelor's Degree in Finance, Business, Accounting, or related field.
  • Experience in managing and tracking budget.
  • Experience in developing financial and operational analysis and presentation to management.
  • Strong financial and general accounting knowledge.
  • Strong database management.
What We Offer

WorldLink offers a competitive benefits package and career development opportunities. Our team is passionate about what we do and having fun while doing it. We're a non-bureaucratic startup cultural environment that values diverse perspectives and unique human experiences.

We're an Equal Employment Opportunity and Affirmative Action employer. All employment at WorldLink is decided on the basis of qualifications, merit, and business need. We endeavor to continue our footprint as a diverse organization by highlighting opportunities for all people.

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