Job Description

Marketing Finance Enablement Manager

Location:

New YorkNew York

Date Posted:

2/4/2024

Employment Type:

Permanent

Recruiter:

Clayton Minnich

Recruiter Email:

clayton.minnich@avidtr.com

Job ID:

JN -022024-15843

Job Description

Summary:
The Marketing Finance Enablement Manager provides support to Marketing and Client Development teams by overseeing analytics/reporting, budgeting, policy development, and contract management. This role demands a strategic, process-oriented approach with the ability to navigate ambiguity, coupled with a client-focused mindset. Situated in the Marketing Department.

What You'll Do:
  • Collaborate with the Director of Marketing Technology and Operations, Finance, and budget owners to create a comprehensive department-wide budget for marketing and client development expenses during the annual budget/planning process.
  • Supervise monthly expense updates against budget, generating dashboards and reports for each business unit.
  • Develop mid-year and year-end forecasts in coordination with budget owners to understand actual and projected expenses.
  • Ensure the Marketing and Client Development Department policies and procedures align with firm, client, and ethics requirements in collaboration with the Office of the General Counsel and department leaders.
  • Review, recommend changes, and draft new policies and procedures as required.
  • Manage content for Marketing/Client Development Department iNet pages, ensuring accessibility and relevance.
  • Marketing Analytics
  • Establish and manage naming conventions for marketing and client development efforts within marketing technologies for comprehensive reporting.
  • Collaborate with IT to develop Tableau dashboards for Marketing and Client Development RIO reports.
  • Work closely with Marketing Technology team to comprehend Microsoft Dynamic Dashboards and Event Tracking.
  • Lead the firmwide contract process within the department, coordinating legal reviews and contract signature/execution for all marketing contracts.
  • Educate and advise department members on contract-related policies, procedures, and processes.
  • Identify and implement improvements to Marketing and Client Development Department processes and procedures.
  • Collaborate with Director of Marketing Technology and Operations and Client Development colleagues to enhance overall efficiency through process and policy changes.
Skills:
  • Possess advanced skills in Microsoft Office, especially Excel, with experience in Quickbase or Allocadia preferred.
  • Familiarity with Microsoft Dynamics or Salesforce, and Tableau or PowerBi.
  • Hold a minimum BA, BS, or equivalent degree.
  • Demonstrate strong project management and process implementation skills.
  • Ability to work with, understand, and interpret data and analytics.
  • Experience in developing and managing budgets.
  • Flexible with the ability to work collaboratively in a matrixed environment.
  • Strong writing and editorial skills, paying particular attention to detail.
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