Financial Marketing Business Analyst

Key Responsibilities:

Budget Management and Forecasting:

• Develop and manage marketing budgets.
  
• Forecast future expenses and ensure alignment with business objectives.
  
• Compare actual monthly expenditures against projections.
  

Operational Oversight:

• Oversee operational aspects of the budget.
  
• Decide on fund allocation across different categories.
  

Expense Tracking:

• Monitor and track marketing expenses.
  
• Ensure accuracy and timeliness in reporting.
  

Invoice Management:

• Process, verify, and reconcile invoices.
  
• Collaborate with Accounting to ensure smooth payment processes.
  

Data Analysis:

• Use Excel to analyze budget and forecast data.
  
• Generate reports and provide actionable insights for decision-making.
  

Contract Tracking:

• Track financial terms, cost renewals, and timelines for service and subscription contracts.
  
• Maintain a contract database.
  

Performance Metrics:

• Track and report key financial and budget performance indicators (KPIs).
  
• Prepare data for sharing with data analytics managers and the events team.
  

Collaboration:

• Work closely with cross-functional teams such as Marketing, Accounting, Sales, and Integration.
  

Continuous Improvement:

• Identify opportunities to improve processes.
  
• Implement best practices to enhance budget and forecasting efficiency.
  

Knowledge, Skills, and Abilities:

• Experience in budget management, expense tracking, and invoice processing.
  
• Strong analytical skills and ability to interpret data.
  
• Advanced Excel proficiency (pivot tables, VLOOKUP, complex formulas).
  
• Excellent communication and interpersonal skills.
  

• Detail-oriented with strong organizational abilities.
  
• Ability to work independently and collaboratively.
  

Education and Experience:

• Preferred: Bachelor’s degree in Business, Finance, Accounting, or a related field.
  
• Minimum of 3–5 years of experience in a similar role.