drjobs Marketing Financial Analyst

Marketing Financial Analyst

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1 Vacancy
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Job Location drjobs

Boca Raton, FL - USA

Monthly Salary drjobs

Not Disclosed

drjobs

Salary Not Disclosed

Vacancy

1 Vacancy

Job Description

Key Responsibilities

  • Partner with CMO to build monitor and manage budgets across all paid and organic channels.
  • Track daily weekly and monthly spend across Salesforce campaigns ensuring accuracy alignment with strategy and timely variance reporting.
  • Forecast spend revenue impact and ROI using Salesforce data combined with channel analytics.
  • Recommend daily weeklyand monthly budget reallocations to maximize efficiency across platforms (Meta Google Bing TikTok and others).

Performance Marketing Analytics

  • Own the analysis and reporting of key performance metrics:
    • Cost per Lead (CPL)
    • Cost per Sale (CPS)
    • Cost per Show (consultation attendance)
    • Customer Acquisition Cost (CAC)
    • Return on Ad Spend (ROAS)
    • Lifetime Value (LTV) and LTV/CAC ratio
  • Build dashboards and scorecards in Salesforce and BI tools that consolidate results across platforms.
  • Analyze funnel performance within Salesforce to identify conversion bottlenecks from lead consultation sale retention.
  • Track and reconcile lead sources across Salesforce Meta Ads Manager Google Ads Bing Ads TikTok Ads Manager and other platforms.

Decision Support & Strategic Analysis

  • Deliver actionable insights that influence marketing channel mix creative strategy and budget allocation.
  • Develop financial models to project outcomes of new campaigns promotions and pricing strategies.
  • Provide daily weekly and monthly reporting to marketing finance and executive leadership with recommendations based on data trends.
  • Partner with agencies and channel owners to evaluate campaign performance and ensure alignment with financial goals.

Data Integrity & Reporting Excellence

  • Ensure Salesforce campaign and lead source data is consistently accurate and up to date.
  • Work with marketing ops to enforce correct tracking across all campaigns (UTMs pixel tracking API integrations).
  • Improve automation of reporting by linking Salesforce with Google Meta Bing TikTok and other ad platforms.
  • Develop standardized methodologies for performance measurement across platforms.

Qualifications

Required:

  • Bachelors degree in Finance Economics Data Analytics or Marketing.
  • 4-7 years of experience in marketing finance performance marketing analytics or related field.
  • Strong expertise with Salesforce (campaigns reporting dashboards lead source tracking funnel analysis).
  • Proficiency in managing and analyzing paid media performance across:
    • Meta Ads (Facebook/Instagram)
    • Google Ads (Search Display YouTube Performance Max)
    • Bing Ads
    • TikTok Ads Manager
    • Other emerging digital platforms.
  • Proven experience managing budgets and reporting on CPL CPS CAC ROAS and LTV in a subscription-based model.
  • Advanced Excel/Google Sheets skills (financial modeling pivot tables complex formulas).
  • Strong proficiency in data visualization/reporting tools (Tableau Looker Power BI or equivalent).
  • Excellent communication skills with ability to translate data into clear actionable insights for executives.
  • SQL or other database/querying skills.
  • Experience with Marketing Cloud automation tools integrated with Salesforce.
  • Familiarity with direct-to-consumer subscription metrics and recurring revenue dynamics.
  • Experience working with agencies and managing cross-channel reporting integrations.

What We Offer:

  • Competitive compensation and benefits package.
  • A dynamic creative culture with cross-team collaboration.
  • Career growth opportunities with executive-level visibility.
  • Paid vacation days paid holidays and personal days starting the day you are hired!
  • A 401(k)-retirement savings plan with company match after one year!

    Required Experience:

    IC

    Employment Type

    Full-Time

    Company Industry

    Department / Functional Area

    Marketing

    About Company

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