Senior Analyst, Marketing Investment & Planning

Budget Tracking & Forecasting

Partner with Marketing leaders to develop annual and quarterly budgets that achieve strategic objectives.
Manage monthly, quarterly, and annual rhythms within the Marketing org to enable transparent budget management across the team holding budget managers accountable for reforecasts and identification of risks and opportunities for spend optimizations.
Build and maintain budget models that align spend to goals and enables scenario planning in support of changes to business priorities in order to maximize return on investment.

Spend Governance & Operational Control

Own marketing spend governance: approvals, spend thresholds, vendor onboarding, PO requests, MA approvals, and invoice processes.
Partner with Procurement and Finance to ensure contract compliance, correct coding of financial artifacts, and timely accruals.
Implement controls to reduce maverick spend and improve audit readiness (documentation, SOWs, terms, and approvals).
Periodically optimize spend taxonomy (product, channel, campaign, program type, region, cost center).

Reporting, Insights & Executive Readouts

Produce weekly/monthly budget status reporting: actuals vs budget vs forecast, burn rates, and variance explanations.
Create executive dashboards and summaries for CMO/VPs: spend pacing, forecast risk, and reallocation recommendations.
Identify under/over-spend trends and propose corrective actions (shift funds across channels, adjust campaign timing).

Marketing ROI & Efficiency Analysis

Support Analytics in connecting spend with outcomes: MMM, PAS, CAC, CPL, ROAS.
Support business case development for incremental investment, headcount, tools, and agencies.
Track and report savings initiatives (rate-card negotiations, vendor consolidation, tooling rationalization).

Process Improvement & Tooling

Improve the end-to-end marketing finance workflow (intake → approval → PO → invoice → reporting).
Maintain and enhance tools used for budget tracking (Excel, ERP, procurement system, or marketing spend platforms), with an eye toward automation and future proofing for Marketing Investment organization.
Create templates and playbooks for channel owners (forecasting, reallocation requests).
Train marketers on budget best practices and spend governance.