TITLE: Sr. Financial Analyst - Channel Marketing
POSITION TYPE: Full Time (W2)
LOCATION: Plano, TX
ABOUT WorldLink:
WorldLink
is a rapidly growing information technology company at
the forefront of the tech transformation. From custom
software development to cloud hosting, from big data
to cognitive computing, we help companies harness
and leverage today’s most cutting-edge digital
technologies to create value and grow.
Collaborative. Respectful. Work hard Play hard. A place to
dream and do. These are just a few words that describe
what life is like at WorldLink. We embrace a culture of
experimentation and constantly strive for improvement and
learning.
We take
pride in our employees and their future with continued
growth and career advancement. We put TEAM first. We are a
competitive group that like to win. We're grounded by
humility and driven by ambition. we're passionate, and
we love tough problems and new challenges. You don't
hear a lot of "I don't know how" or "I
can't" at WorldLink. If you are passionate about
what you do and having fun while doing it; tired of rigid and strict work environments and would like to work in a
non-bureaucratic startup cultural environment, WorldLink may
be the place for you.
WHO
we’re looking for:
We are
looking for a Sr. Financial Analyst - Channel Marketing who will be responsible for the day-to-day forecast management of
MDF, analyzing MDF programs, and supporting financial planning with ROI-based
prioritization and recommendation to the stakeholders. You will be part of the Investment and Strategy and Operations team. You will work closely with the
broader Channel Marketing team, Marketing, sales and marketing teams, and
internal business planning teams.
Role
and Responsibilities:
-
Analyze marketing programs and develop & recommend
investment improvements by team based on profit and ROI, KPI analysis,
historical performance data, and company strategic initiatives.
- Work
with cross-functional teams to plan marketing and promotion spend allocation to
validate ROI and alignment with company and strategic goals.
- Institute
improvements for marketing fund management across the organization, including
data housing, team communication, and forecast variance management.
- Consolidate
bottoms-up MDF forecasts for both monthly target planning and annual management
planning by account.
- Creates
and allocates overall MDF budget and provides team budget recommendations
to review final version with MDF management and senior channel marketing
management.
- Prepare
and deliver regular or ad hoc reports with financial metrics by category and
channel spend analysis to provide data-drive insights of marketing programs to
the internal stakeholders.
- Manage
daily MDF budget tracking reports, provide day-to-day budget status, and
coordinate with marketing teams to achieve 100% forecast accuracy.
- Analyze
strategic initiative programs based on profit and ROI analysis and provide
recommendations to the internal stakeholders.
- Facilitates
communication of Suwon Office guidance with organization overall MDF % and communicates
MDF budget amount to each team.
Required Experience and Education:
-
5 years or more of progressive, post-baccalaureate experience
in the job offered.
-
Bachelor’s Degree in Finance, Business, Accounting, or
related field.
- Experience
in managing and tracking budget.
- Experience
in developing financial and operational analysis and presentation to management.
- Strong
financial and general accounting knowledge.
- Strong
database management.
Necessary Skills and Attributes:
-
Self-motivated
individual with the ability to thrive in a team-based or
independent environment.
- Detail-oriented with strong
organization skills.
- Ability to work in a
fast-paced environment.
- Limited supervision
and the exercise of discretion.
- Strong
Excel & PowerPoint skills, familiarity with SAP or other ERP systems.
- Very
strong business analytical skills, financial acumen, budget management know-how
required.
- A
proven self-starter - must be a highly motivated individual with a strong
ability to aggregate and consolidate from disparate data sources not readily
available or stored.
- Develop and maintain excellent working relationships with
all assigned levels within and outside the company and its constituents.
- Strong
proficiency in navigating large organizations and multiple points of contact to
complete a singular task.
- Demonstrated
competency in both oral and written communication modes for both internal and
external personnel at various levels.
- Ability to plan,
organize, and prioritize multiple assignments and projects.
- Ability to complete tasks and work assignments on tight deadlines, sometimes
based on vaguely defined parameters and data availability.
Physical Demands:
The
physical demands described here are representative of
those that must be met by contract employee to
successfully perform the essential functions of this
job. Reasonable accommodations may be made to enable
individuals with disabilities to perform the essential
functions.
While
performing the duties of this job, the contract employee is
occasionally required to stand, clean, crawl, kneel, sit,
sort, hold, squat, stoop, stand, twist the body, walk, use
hands to finger, handle, or feel objects, tools or
controls, reach with hands and arms, climb stairs or ladders
and scaffolding, talk or hear, and lift up to 20 pounds.
Specific vision abilities required by the job include
ability to distinguish the nature of objects by using the
eye. Operate a computer keyboard and view a video display
terminal between 50% - 95% of work time, including prolonged
periods of time. Requires considerable (90%+) work utilizing
high visual acuity/detail, numeric/character distinction, and
moderate hand/finger dexterity.
Performs
work under time schedules and stress which are normally
periodic or cyclical, including time sensitive deadlines,
intellectual challenge, some language barriers, and project
management deadlines. May require working additional time
beyond normal schedule and periodic travel.
WHAT
we’ll bring:
During
your interview process, our team can fill you in on all the
details of our industry-competitive benefits and career
development opportunities. A few highlights
include:
-
Medical
Plans
- Dental
Plans
- Vision Plan
- Life &
Accidental Death & Dismemberment
- Short-Term
Disability
- Long-Term Disability
- Critical Illness/ Accident/ Hospital Indemnity/ Identity
Theft Protection
- 401(k)
WHAT
you should know:
Our
success begins and ends with our people. We embrace
diverse perspectives and value unique human
experiences. WorldLink is an Equal Employment
Opportunity and Affirmative Action employer. All employment
at WorldLink is decided on the basis of
qualifications, merit, and business need. We endeavor
to continue our footprint as a diverse organization by
highlighting opportunities for all people. WorldLink
considers applicants for all positions without regard to
race, color, religion or belief, sex, (including pregnancy and
gender identity), age, national origin, political affiliation,
citizenship status, marital status, military/veteran status,
genetic information, sexual orientation, gender identity,
physical or mental disability or any other characteristic
protected by applicable laws. People with disabilities who need
assistance with any part of the application process should
contact us.
This
job description is designed to cover the main responsibilities
and duties of the role but is not designed to be a
comprehensive list of all.