Business Analyst - Marketing

SHI International•Austin, TX

About The Position

The Business Analyst - Marketing strengthens the operational and financial foundation that enables the Marketing organization to plan, prioritize, and measure work. The role provides centralized ownership of budget tracking, financial reconciliation, spend visibility, and strategic resource planning across marketing initiatives, partner-funded programs, and cross-functional investments. It partners with Marketing leadership, Finance, Operations, PMO, and business stakeholders to turn financial and operational data into actionable insights, governance processes, and executive-ready reporting. The role improves transparency, supports investment decisions, reduces process friction, and helps align Marketing resources with business priorities and measurable outcomes. Success is measured by accurate and timely budget reconciliation and forecasting; increased visibility into marketing investments and spend allocation; improved financial processes, governance, and reporting consistency; greater leadership confidence in budget reporting and resource planning; and actionable insights that optimize marketing investments and operational efficiency.

Requirements

Completed bachelor's degree.
At least 5 years of experience in marketing operations, business operations, or project management, emphasizing budget administration, financial reconciliation, financial tracking systems, and operational planning.
Demonstrated experience managing budgets, forecasting expenditures, tracking spend, and ensuring financial accountability across multiple programs or initiatives.
Experience developing and maintaining financial models, ROI analyses, and spend-tracking methodologies.
Experience with financial tracking systems and tools used to manage budgets, expenses, forecasts, and reporting.
Strong proficiency in financial reconciliation, budgeting, forecasting, and data analysis.
Ability to translate complex financial and operational data into clear, executive-level insights and recommendations.
Advanced proficiency in Microsoft Excel and reporting tools.
Strong project management, organizational, and prioritization skills, including the ability to manage multiple initiatives simultaneously.
Strong quantitative reasoning to reconcile discrepancies, model ROI, analyze trends, and interpret complex financial data.
Ability to identify process gaps and inefficiencies, develop solutions, and implement sustainable improvements.
Ability to collaborate with Finance, Marketing, Operations, and Data teams to produce accurate, transparent, and actionable reporting.
Ability to communicate detailed financial information through concise executive summaries, recommendations, and presentations.
Exceptional accuracy and consistency in budget trackers, reconciliations, approvals, and documentation.
Self-starter who can build processes, governance models, and reporting frameworks from the ground up and adapt to changing priorities, tools, and business needs.
Strong analytical thinking, attention to detail, collaboration, curiosity, continuous learning, and accountability.

Nice To Haves

Experience with budgeting, project management, or business intelligence platforms.
Experience supporting marketing organizations with partner funding programs, MDF management, campaign budgeting, or cross-functional investment planning.
Experience building executive dashboards and reporting frameworks that support strategic decision-making.
Familiarity with marketing operations processes, campaign planning, and performance measurement.

Responsibilities

Oversee the end-to-end budget lifecycle, including tracking spend across partner MDF, internal campaigns, and cross-pillar initiatives.
Reconcile actual spending against forecasts to ensure accuracy, accountability, and fiscal discipline.
Manage budget reporting processes and partner with Finance on timely and accurate financial close activities.
Partner with data and business teams to build and maintain ROI calculators, forecasting models, and financial analyses.
Translate data into actionable insights that support strategic planning and executive decision-making.
Monitor budget trends, identify risks, and recommend corrective actions.
Implement and maintain request trackers, cost-tracking tools, budget dashboards, and other mechanisms for capturing estimated and actual costs.
Provide real-time visibility into marketing investments, spend allocation, and budget utilization across teams and initiatives.
Ensure consistency and transparency in spend reporting across marketing pillars.
Audit financial workflows and identify inefficiencies, redundancies, and automation opportunities.
Standardize documentation, approval workflows, invoicing processes, and vendor management practices.
Establish governance processes for budget tracking and reporting.
Develop and maintain executive dashboards that show budget health, spend velocity, forecast accuracy, and resource allocation.
Deliver recurring reports and ad hoc analyses for operational and strategic business reviews.
Communicate financial performance, opportunities, and risks to leadership stakeholders.