Senior Financial and Planning Analyst – Marketing

This is a fully remote position, open to applicants in Colombia.

📋 Description

• Take charge of the marketing financial rhythm within the organization, which includes annual planning, quarterly forecasts, monthly closure reviews, and reporting to executives.

• Collaborate with VPs and senior marketing leaders to assess investments and make decisions regarding resource allocation.

• Create forecasting models for pipeline generation, conversion rates, customer acquisition costs (CAC), payback periods, and revenue sourced from marketing efforts.

• Lead the annual budget and headcount planning processes for global marketing teams.

• Conduct monthly variance analysis to identify key factors affecting spending, productivity, and overall business performance.

• Develop scenario analyses for strategies related to demand generation, market expansion, digital marketing initiatives, events, and partner collaborations.

• Establish KPI dashboards and performance metrics to enhance accountability and decision-making processes.

• Provide executive-level insights and recommendations to both finance and marketing leadership.

• Initiate process improvements, automation, and ensure data integrity across financial and operational datasets.

• Act as the main finance business partner for the Marketing organization and manage the financial rhythm of a SaaS software company.

⛳️ Requirements

• Over 5 years of progressive experience in FP&A, corporate finance, or strategic finance.

• Advanced experience in financial modeling that encompasses top-line demand generation metrics and operating expenses.

• Proven experience in collaborating with executive-level stakeholders and influencing decisions through financial analysis.

• Demonstrated responsibility for planning, forecasting, and business review processes.

• Preferred experience in supporting Marketing, Revenue, GTM, Demand Generation, or Commercial organizations.

• Preferred background in SaaS, cloud software, enterprise software, subscription-based businesses, or technology companies.

• Exceptional interpersonal skills.

• Ability to convert complex financial and operational data into actionable business recommendations.

• Capability to influence decisions via clear communication, executive presentations, and data-driven insights.

• Strong project management skills, along with organization and accountability across multiple priorities.

• Proficiency in advanced Excel modeling, financial forecasting, and scenario analysis.

• Familiarity with Power BI, Tableau, or other business intelligence tools.

• Ability to utilize SQL, manage large datasets, and employ automation tools to enhance planning accuracy and reporting efficiency.

🏝️ Benefits

• Career development resources.

• Wellbeing programs.

• Innovation practices.

• Inclusive workplace culture.

• Employee initiatives and giving campaigns that align with organizations supported by employees.