Senior Financial Analyst

18 hours ago

Plano, Texas, United States WorldLink Full time
Job Title: Senior Financial Analyst - Channel Marketing

We are seeking a highly skilled Senior Financial Analyst - Channel Marketing to join our 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.
  • Create and allocate overall MDF budget and provide 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:
  • Medical Plans
  • Dental Plans
  • Vision Plan
  • Life & Accidental Death & Dismemberment
  • Short-Term Disability
  • Long-Term Disability
  • Critical Illness/ Accident/ Hospital Indemnity/ Identity Theft Protection
  • 401(k)

WorldLink is an Equal Employment Opportunity and Affirmative Action employer. We value diversity and inclusion in the workplace and are committed to creating a work environment that is free from discrimination and harassment. We are an equal opportunity employer and welcome applications from qualified candidates of all backgrounds.

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