Marketing Finance Manager

Finance at Brex

The Finance team leads financial planning and analysis as well as corporate development, which includes board communications, investor relations, fundraising, and M&A. We strive to be agents of change rather than a reporting function. We’re integrated and partner closely with teams across Brex to evaluate key questions, solve problems, and drive results. Through our corporate development efforts, we are also deeply involved in long-term planning and major strategic decisions for the company.

What you’ll do

We are building the GTM Finance team and looking for someone to help build the Marketing Finance function and partner with the Executive team to maximize ROI from our GTM investments.

In this role, you will work closely with the Marketing and Sales leadership to shape and execute on our financial strategy for our Marketing team, and translate this to success for the Sales team. You will support these leaders by developing and implementing data-driven and high-impact initiatives aimed at driving growth, improving efficiency, and increasing profitability, while serving as a connective tissue within the business.

You will help own pipeline forecasts and goals, and create frameworks for evaluating customer acquisition efficiency. You will bring both the financial and commercial point of view, and need to embrace challenges and structure complex problems. This role will involve high exposure to Executive Leadership, as you will regularly deliver analysis and recommendations directly to the Leadership team and participate in the narrative and analysis for the Board of Directors and other investors.

The GTM Finance team sits within the Strategic Finance team at Brex, and our team excels in the below skill sets: 

• Cross-functional alignment: We work on complex problems that cut across Product, Engineering, Sales, Marketing, Product Marketing, Ops, CX, and more. This requires the ability to generate buy-in from a wide set of stakeholders on key initiatives.
• Business intelligence: We are a data-driven organization that always provides data to support our decision-making. When data is not available, we find it in market and competitive research. We effectively convey complex financial information to various stakeholders in order to influence decisions. 
• Problem solving: We lead with solutions by defining an ambiguous problem, processing information, applying decision-making skills and creativity, and generating buy-in around the solution. This requires the ability to not only track and improve key metrics, but define what those key metrics are.
• The ideal candidate will have a proven track record of success in financial management, coupled with exceptional communication and collaboration skills. This is an exciting opportunity to join our dynamic team and make a meaningful impact on our business.

Responsibilities

• Build the pipeline forecast, economics, and ROI models, including identifying and implementing strategies to improve CAC and CAC Paybacks. Play a leading role in bi-annual planning to support decision making around pipeline priorities and tradeoffs, across all customer and product segments in the business. Support FP&A in understanding how to forecast marketing investments.
• Help set goals in planning, track to outcomes, and provide metric deep-dive analysis. Help tie marketing-related goals (leads, meetings, conversion) to financial and sales goals.
• Support cross-cutting initiatives such as attribution model design and win-rate analysis. Help provide the centralized PoV on all Marketing business deep-dives requested by C-Suite by being the expert in business context and priorities.
• Prepare and deliver management presentations for Leadership to analyze results and present forecasts. Build narratives that describe business strategy and performance, assess business risk and operating health, and align cross-functional teams to effective solutions.

Requirements

• Bachelor’s degree in Economics, Finance, Business, or related field
• 5+ years of relevant financial experience working directly with GTM teams, having held positions of increasing scope and responsibility at a high-growth tech company (prior background in investment banking or private equity, or in a SaaS company or other recurring revenue model, is a plus)
• Mastery of Excel and PowerPoint with proven experience in building financial models and managing complex data (familiarity with Looker databases and Salesforce is a plus)
• Comfortable interacting with internal and external senior level executives
• Exceptional communication and interpersonal skills with proven success partnering and collaborating across various functions
• A creative curiosity, collaborative ethic, hardworking enthusiasm, and driving personal vision
• A penchant for multi-tasking and self-starting

Compensation

The expected salary range for this role is $155,488 - $194,360.  However, the starting base pay will depend on a number of factors including the candidate’s location, skills, experience, market demands, and internal pay parity. Depending on the position offered, equity and other forms of compensation may be provided as part of a total compensation package.