Finance Business Partner, Marketing

About the role

The Marketing Finance Business Partner serves as a strategic co-pilot to Marketing Leadership, combining financial expertise with a strong understanding of SaaS marketing (demand generation, digital performance, product marketing, and growth marketing).

In this role, you will help ensure marketing investments translate into scalable pipeline, revenue, and long-term customer value.

As part of the Sales & Marketing Finance team within FP&A, you will partner closely with Performance Controlling and Portfolio & Services Finance and report to the Business Unit CFO. You will also work closely with senior Finance and Marketing leaders.

Responsibilities

• Act as a Finance business partner to the global CMO and North America leadership team, providing insight, financial guidance, and constructive challenge to support sustainable growth and profitability
• Lead financial planning, forecasting, budgeting, and performance management for the North America Marketing organization
• Monitor marketing performance metrics and partner with senior team members to evaluate and improve return on investment across programs and channels
• Marketing & Growth Analytics
• Analyze pipeline and demand generation economics, including pipeline generation, MQL/SQL conversion, revenue impact, cost per lead/opportunity, and pipeline efficiency
• Evaluate channel investment and value optimization, including return on investment across paid media, SEO/organic, events, and campaigns
• Assess funnel and growth performance (awareness to retention), identifying conversion trends and opportunities for improvement
• Analyze customer economics, including CAC, LTV/CAC ratio, payback period, and marketing-sourced ARR
• Strategic & Cross-Functional Support
• Provide financial input to support go-to-market strategies, including product launches and market expansion
• Partner with Sales and Marketing leadership to develop and refine marketing opportunity models
• Identify data trends and deliver actionable insights to support informed decision-making
• Investigate performance trends and anomalies, identify root causes, and recommend next steps
• Process Improvement & Reporting
• Lead FP&A digital initiatives focused on automation, standardization, and AI adoption (e.g., Product P&L, ARR bridge, churn prediction)
• Collaborate with Business Intelligence teams to build and enhance automated reporting and dashboards
• Support the development of real-time insights into marketing and sales performance metrics
• Lead FP&A digital initiatives focused on automation, standardization, and AI adoption

Requirements

• Bachelor’s degree in Finance or a related field; MBA or other advanced degree is a plus
• 3+ years of experience in financial analytics, sales or marketing analytics, or consulting or advisory experience in a SaaS environment (or experience gained through a finance talent development program)
• Experience building financial models, including analysis of customers, products, or sales performance
• Advanced experience with digital tools and automation (e.g., Power BI, KNIME, Alteryx, Snowflake); familiarity with Anaplan is a plus
• Exposure to using AI to improve financial analysis, reporting, or operational efficiency
• Advanced proficiency in Excel, PowerPoint, and Word
• Familiarity with key sales and marketing metrics (e.g., CAC, MQL/SQL, conversion rates, AOV, TCV, LTV)
• Experience with CRM systems (e.g., Salesforce) and related analytics tools (e.g., Clari) is a plus
• Experience communicating complex financial information clearly to senior team members

Qualifications

• Able to manage multiple priorities and meet timelines while maintaining accuracy and attention to detail
• Approaches problems with curiosity and a proactive problem-solving approach

What Makes You a Standout

• You bring a positive, “can do” attitude paired with strong curiosity, proactively leveraging data and technology to uncover creative solutions and continuously improve performance.
• Ability to balance speed and quality in a dynamic environment, with flexibility during high-priority periods to ensure timely delivery of key deliverables
• You apply SaaS metrics (pipeline, CAC, LTV, ARR) to guide business and growth strategies

Ways of Working

• Manage multiple priorities and meet timelines while maintaining accuracy and attention to detail
• Approach problems with curiosity and a proactive problem-solving approach
• Balance speed and quality in a dynamic environment, with flexibility during high-priority periods to ensure timely delivery of key deliverables
• Apply SaaS metrics (pipeline, CAC, LTV, ARR) to guide business and growth strategies