Marketing Financial Planning Manager
About The Position
The Marketing Financial Planning Manager oversees financial planning for marketing initiatives, ensuring campaigns and programs are prepared for review and approval on time. Reporting within the Marketing division, the role works closely with Finance leadership and partners with Marketing stakeholders, channel owners, and agencies. The position establishes review milestones, maintains timelines, and enforces change-control procedures so requests and modifications are accurate and submitted within designated timeframes. The manager supports financial review and approval preparation; integrated planning calendars; budget planning, forecasting, and change control; budget structuring, coding, and compliance; and executive documentation and stakeholder alignment. The role provides financial analysis and recommendations, supports governance and executive decision-making, and coordinates reporting and close activities. It requires independent judgment, careful attention to detail, and the ability to manage competing priorities in a fast-paced environment.
Requirements
- BS in Finance or Accounting, or equivalent experience.
- At least 5 years in a management role overseeing corporate budgets.
- Experience communicating and coordinating with multiple departments.
- Advanced Excel skills, including experience with VLOOKUP functions and pivot tables.
- Excellent oral and written communication skills.
- Analytical skills to interpret finance-related matters and analyze multiple data sets to identify financial trends and behaviors.
- Good judgment and discretion, particularly regarding sensitive or confidential personnel or organizational matters.
- Ability to maintain focus and attention to detail in a fast-paced environment.
- Ability to analyze information and make sound decisions under time constraints.
- Problem-solving skills and ability to work independently.
- Ability to handle competing priorities effectively and with composure.
- Ability to sit or stand for extended periods and perform routine office tasks.
Nice To Haves
- MBA.
- Automotive industry experience.
- Experience with SAP.
- Experience working with Marketing or Advertising spend.
Responsibilities
- Oversee financial reviews of marketing initiatives, validating scope, assumptions, cost structure, timelines, budgets, and supporting documentation.
- Prepare clear recommendation options and approval criteria to support informed decision-making.
- Develop and manage a unified schedule of Finance and Marketing review milestones and an integrated calendar for planning, approvals, and key events.
- Track dependencies, identify timeline risks, escalate issues early, and address gaps in documentation, coding, and change communication.
- Support annual, quarterly, and monthly planning and forecasting by validating assumptions and variance drivers.
- Coordinate month-end and year-end reporting for Executive Management after close.
- Manage budget changes by receiving and reviewing requests, making recommendations, assessing impacts, and maintaining detailed change logs.
- Evaluate the effects of budget changes on invoicing, reconciliation, and close readiness.
- Conduct program audits to ensure results are documented and stated performance and goals are achieved.
- Advise on budget structure and coding, including accounts, cost centers, and program or campaign codes.
- Apply company policies and internal controls to marketing operations to reduce rework and audit risks.
- Work with program owners on efficient invoice reviews and reconciliation.
- Create executive materials covering assumptions, risks, approval conditions, timeline effects, and required actions.
- Align internal stakeholders and external agencies on submission criteria, deadlines, and decision milestones.
- Present pipeline status, risks, and upcoming decisions in governance forums, such as budget control meetings.
- Maintain planning calendars, budget change logs, and risk and issue tracking.
- Coordinate quarterly and annual business plan reviews and support timely financial reporting and month-end close activities.
Benefits
- Premium paid medical, dental, and vision coverage for employees and dependents.
- 401(k) plan with 100% matching up to 6% of salary deferral.
- Paid time off.
- Company lease and purchase programs.
- Company-wide holiday shutdown.
- Paid volunteer hours.
- Premium lifestyle amenities at the corporate campus in Irvine, California.
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What This Job Offers
Job Type
Full-time
Career Level
Manager
