📌 Core Information
🔹 Job Title: Marketing Finance Manager
🔹 Company: Brex
🔹 Location: New York, United States
🔹 Job Type: Full-time, Hybrid (In-office 2 days per week)
🔹 Category: Finance
🔹 Date Posted: April 9, 2025
🔹 Experience Level: 5-10 years
🔹 Remote Status: Hybrid (Remote up to 4 weeks per year)
🚀 Job Overview
Key aspects of this role include:
- Building pipeline forecasts and ROI models to improve CAC and CAC Paybacks
- Collaborating with marketing and sales leadership to drive growth and profitability
- Delivering analysis and recommendations to executive leadership and board of directors
- Managing complex data and financial models using Excel and PowerPoint
ASSUMPTION: This role requires a strong financial background and excellent communication skills to work effectively with various teams and senior-level executives.
📋 Key Responsibilities
✅ Build and maintain pipeline forecasts, economics, and ROI models
✅ Support bi-annual planning and decision-making around pipeline priorities
✅ Collaborate with FP&A to understand marketing investment forecasts
✅ Set, track, and analyze marketing-related goals and metrics
✅ Support cross-cutting initiatives such as attribution model design and win-rate analysis
✅ Prepare and deliver management presentations to executive leadership
✅ Build narratives that describe business strategy, performance, risk, and operating health
ASSUMPTION: This role involves a high degree of collaboration and requires strong interpersonal skills to work effectively with various teams and stakeholders.
🎯 Required Qualifications
Education: Bachelor’s degree in Economics, Finance, Business, or related field
Experience: 5+ years of relevant financial experience working directly with GTM teams in a high-growth tech company
Required Skills:
- Mastery of Excel and PowerPoint
- Proven experience in building financial models and managing complex data
- Strong communication and interpersonal skills
- Ability to work with senior-level executives
- Creative curiosity, collaborative ethic, hardworking enthusiasm, and personal vision
- Penchant for multi-tasking and self-starting
Preferred Skills:
- Experience with marketing and sales teams
- Knowledge of marketing funnel and customer acquisition cost (CAC)
ASSUMPTION: While not explicitly stated, experience in marketing finance or a related field is highly preferred for this role.
💰 Compensation & Benefits
Salary Range: $155,488 - $233,232 USD (Based on the provided range and industry standards for a Marketing Finance Manager with 5-10 years of experience in the New York area)
Benefits:
- Equity
- Remote work options
Working Hours: Full-time, 40 hours per week, with flexible remote work options
ASSUMPTION: The salary range provided is an estimate based on industry standards for a Marketing Finance Manager with the required experience level in the New York area. The actual starting base pay may vary based on factors such as location, skills, experience, market demands, and internal pay parity.
📌 Applicant Insights
🔍 Company Context
Industry: Financial Services (Fintech)
Company Size: 1,001-5,000 employees (Mid-sized company)
Founded: 2017 (8 years ago)
Company Description:
- Brex is the modern spend platform, combining the world’s smartest corporate card with integrated expense management, banking, bill pay, and travel.
- Over 30,000 companies, including Anthropic, SeatGeek, and Atari, use Brex to make every dollar count.
- Brex is known for its innovative approach to corporate spending, offering features such as automated expense categorization, real-time spend tracking, and AI-powered insights.
Company Specialties:
- Corporate Cards
- Expense Management
- Banking Services
- Global Payments
Company Website: brex.com
ASSUMPTION: Brex is a well-established fintech company with a strong focus on innovation and customer experience. Its mid-sized structure allows for ample growth opportunities and a collaborative work environment.
📊 Role Analysis
Career Level: Mid-level to Senior (Based on experience requirements and role responsibilities)
Reporting Structure: This role reports directly to the Head of Finance or a similar senior-level position within the finance department.
Work Arrangement: Hybrid (In-office 2 days per week, with up to 4 weeks of remote work per year)
Growth Opportunities:
- Potential career progression into senior finance roles or management positions within the finance department.
- Opportunities to work on strategic projects and initiatives, gaining exposure to senior leadership and the board of directors.
- Chance to develop expertise in marketing finance and customer acquisition cost (CAC) optimization.
ASSUMPTION: This role offers significant growth potential for candidates looking to advance their careers in marketing finance or finance more broadly.
🌍 Location & Work Environment
Office Type: Hybrid (In-office and remote work)
Office Location(s): New York, United States
Geographic Context:
- New York City is a major financial hub with numerous opportunities for networking and professional growth.
- The city offers a diverse range of cultural, entertainment, and dining options.
- New York has a competitive job market, with many finance and tech companies based in the area.
Work Schedule: Full-time, 40 hours per week, with flexible remote work options
ASSUMPTION: The hybrid work arrangement allows for a good balance between in-office collaboration and remote work flexibility.
💼 Interview & Application Insights
Typical Process:
- Online application submission
- Phone or video screen with the hiring manager
- On-site or virtual interview with finance and marketing team members
- Final interview with senior leadership
Key Assessment Areas:
- Financial modeling and analysis skills
- Communication and presentation skills
- Problem-solving and critical thinking
- Collaboration and teamwork
Application Tips:
- Highlight relevant financial experience and marketing-related projects on your resume.
- Prepare examples of financial models and analyses you've created in previous roles.
- Research Brex's business model and industry trends to demonstrate your understanding of the company and market.
ATS Keywords: Marketing Finance, Pipeline Forecasting, ROI Modeling, Financial Analysis, Customer Acquisition Cost (CAC), CAC Payback, Strategic Planning, Executive Communication, Board of Directors
ASSUMPTION: Brex's application process is likely to be competitive, with a focus on assessing candidates' financial acumen, communication skills, and cultural fit.
🛠️ Tools & Technologies
- Excel
- PowerPoint
- Brex's proprietary financial and expense management software
ASSUMPTION: Proficiency in Excel and PowerPoint is essential for this role, as the majority of financial analysis and modeling will be done using these tools.
👔 Cultural Fit Considerations
Company Values:
- Customer-centric
- Innovative
- Collaborative
- Data-driven
Work Style:
- Fast-paced and dynamic
- Data-driven and analytical
- Collaborative and team-oriented
- Adaptable and flexible
Self-Assessment Questions:
- How do you stay organized and manage multiple projects simultaneously?
- Can you describe a time when you had to analyze complex data to make a strategic decision?
- How do you approach working with senior-level executives and presenting complex financial information?
ASSUMPTION: Brex values candidates who are organized, data-driven, and effective communicators, with a strong ability to collaborate and adapt in a fast-paced environment.
⚠️ Potential Challenges
- Managing complex data and financial models with tight deadlines
- Communicating financial information effectively to non-finance stakeholders
- Balancing the needs and priorities of marketing and sales teams while maintaining financial discipline
- Adapting to a fast-paced, dynamic work environment
ASSUMPTION: These challenges are common in marketing finance roles and can be overcome with strong technical skills, excellent communication, and a collaborative work style.
📈 Similar Roles Comparison
- Marketing Finance Manager vs. Financial Analyst: The Marketing Finance Manager role is more focused on strategic decision-making and collaboration with marketing and sales teams, while the Financial Analyst role may involve more transactional and reporting tasks.
- Industry-specific context: Brex operates in the competitive fintech industry, with a focus on corporate spending and expense management. Candidates should be familiar with industry trends and competitors.
- Career path comparison: This role can serve as a stepping stone to senior finance roles or management positions within the finance department, or as a pathway to marketing or sales leadership roles with a strong financial foundation.
ASSUMPTION: This role offers a unique blend of financial analysis, strategic decision-making, and cross-functional collaboration, making it an attractive opportunity for candidates interested in marketing finance or finance more broadly.
📝 Sample Projects
- Developing a pipeline forecast model to optimize marketing spend and improve CAC payback
- Analyzing customer acquisition cost (CAC) trends and identifying opportunities for efficiency improvements
- Collaborating with marketing and sales teams to set and track marketing-related goals and metrics
ASSUMPTION: These sample projects are representative of the types of initiatives a Marketing Finance Manager at Brex might work on, focusing on data-driven decision-making, strategic planning, and cross-functional collaboration.
❓ Key Questions to Ask During Interview
- How does this role fit into the overall finance department structure and strategy?
- Can you describe the team dynamics between finance, marketing, and sales, and how this role will collaborate with these teams?
- What are the most pressing challenges facing the marketing and sales teams, and how can this role help address them?
- How does Brex support the professional development and growth of its finance team members?
- What is the company's long-term vision for the marketing finance function, and how does this role contribute to that vision?
ASSUMPTION: These questions are designed to help candidates better understand the role, the team dynamics, and the company's long-term vision for the marketing finance function.
📌 Next Steps for Applicants
To apply for this position:
- Submit your application through this link
- Tailor your resume to highlight relevant financial experience and marketing-related projects.
- Prepare examples of financial models and analyses you've created in previous roles.
- Research Brex's business model and industry trends to demonstrate your understanding of the company and market.
- Follow up with the hiring manager one week after submission to express your interest and reiterate your qualifications.
⚠️ This job description contains AI-assisted information. Details should be verified directly with the employer before making decisions.
