Financial Analyst

BTI Solutions; Plano (TX); On-site; USD 58,000 - 63,000; Full time

Benefits offered by this job

Medical insurance

401(k) retirement plan

Paid sick leave

Life/AD&D and LTD insurance

Voluntary life/AD&D coverage

Job summary

BTI Solutions, Inc. seeks an analytics-focused marketing finance professional in Plano, TX. You will evaluate programs, plan spend, and drive MDF governance to align with growth and ROI targets. Your work spans data housing, forecasting, and presenting insights to leadership.

The role emphasizes cross-functional collaboration, budget management, and strong Excel/PowerPoint capabilities in a dynamic environment.

Qualifications

• Bachelor’s degree in Marketing, Finance, Business, Accounting, or related field; 3+ years progressive experience.
• Strong analytical, financial acumen, and budget management skills.
• Ability to aggregate and consolidate data from disparate sources.

Responsibilities

• Analyze and evaluate marketing programs and develop improvements based on ROI/KPI analysis and growth plans.
• Plan marketing and promotion spend to validate ROI and strategic alignment.
• Improve MDF management, data housing, communication, and variance management.
• Consolidate MDF forecasts for monthly targets and annual planning by account and category.
• Deliver data-driven insights to internal stakeholders on marketing programs.
• Publish MDF reporting, budget status, forecast accuracy, and channel spend analysis.
• Offer recommendations to leadership based on profit and ROI analyses.

Skills

Budget management

Financial analysis

Data aggregation

Excel

PowerPoint

Education

Bachelor’s degree in Marketing, Finance, Business, Accounting, or related field

Tools

SAP

ERP systems

Job description

KEY RESPONSIBILITES/REQUIREMENTS:

Role & Responsibilities

• Analyze and evaluate marketing programs and develop & recommend improvements by team based on product growth plan, 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 MDF management across the organization, including data housing, communication, and variance management
• Consolidate bottoms-up MDF forecasts for both monthly target planning and annual management planning by account by category
• Analyze historical marketing programs performance to identify areas of improvement and innovation
• Prepare and deliver regular data-driven insights of marketing programs to the internal stakeholders
• Manage and publish daily, bi-weekly, and monthly MDF reporting, budget status, forecast accuracy, financial metrics by category, and channel spend analysis
• Analyze strategic initiative programs based on profit and ROI analysis and provide recommendations to leadership

Minimum Qualifications

• Bachelor’s degree in Marketing, Finance, Business, Accounting, or related field and 3+ of progressive experience
• Very strong business analytical skills, financial acumen, budget management know-how required
• A proven self-starter and a highly motivated individual with a strong ability to aggregate and consolidate from disparate data sources not readily available or stored
• Experience with managing and tracking budget
• Experience with developing financial and operational analysis and presenting information to management
• Strong financial and general accounting knowledge
• Strong Excel & PowerPoint skills, familiarity with SAP or other ERP systems

Pay Range: $42.24 - $45.49 / hour

Benefits: Medical, dental, and vision insurance; 401(k) retirement plan; paid sick leave; life, accidental death & dismemberment (AD&D), and long-term disability (LTD) insurance; and optional voluntary life/AD&D coverage. Benefits are subject to eligibility and applicable plan terms.