Marketing Finance Manager

📌 Core Information

🔹 Job Title: Marketing Finance Manager

🔹 Company: Brex

🔹 Location: San Francisco, California, 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: On-site with remote flexibility

🚀 Job Overview

Key aspects of this role include:

• Building and managing pipeline forecasts and ROI models for marketing investments
• Collaborating with marketing and sales leadership to maximize ROI and drive growth
• Developing and implementing data-driven initiatives to improve efficiency and profitability
• Serving as a strategic partner to executive leadership and cross-functional teams
• Delivering analysis and recommendations to support decision-making and long-term planning

ASSUMPTION: This role requires a strong financial background and experience working directly with GTM teams in a high-growth tech environment. The ideal candidate will be comfortable interacting with senior executives and have a creative curiosity and collaborative ethic.

📋 Key Responsibilities

✅ Build and maintain pipeline forecasts, economics, and ROI models, including strategies to improve CAC and CAC Paybacks

✅ Lead bi-annual planning to support decision-making around pipeline priorities and tradeoffs across all customer and product segments

✅ Support FP&A in understanding how to forecast marketing investments

✅ Set goals, track outcomes, and provide metric deep-dive analysis

✅ Tie marketing-related goals to financial and sales goals

✅ Support cross-cutting initiatives such as attribution model design and win-rate analysis

✅ Serve as the centralized PoV on all Marketing business deep-dives requested by C-Suite

✅ Prepare and deliver management presentations 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

ASSUMPTION: This role requires a strong understanding of financial modeling, data analysis, and marketing strategies. The ideal candidate will be able to translate complex financial information into actionable insights for non-finance 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 at a high-growth tech company

Required Skills:

• Mastery of Excel and PowerPoint with proven experience in building financial models and managing complex data
• 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

Preferred Skills:

• Experience with marketing-specific financial analysis and ROI models
• Familiarity with marketing automation tools and CRM systems

ASSUMPTION: While not explicitly stated, experience in marketing finance or a related field would be highly beneficial for this role. Additionally, proficiency in SQL or other data analysis tools would be an asset.

💰 Compensation & Benefits

Salary Range: $155,488 - $233,232 USD. Starting base pay will depend on various factors, including location, skills, experience, market demands, and internal pay parity.

Benefits:

• Equity
• Remote Work (Up to 4 weeks per year)

Working Hours: Full-time, with flexible remote work options. In-office requirement: 2 days per week (Wednesday and Thursday)

ASSUMPTION: The salary range provided is an estimate based on industry standards for similar roles in the San Francisco Bay Area. Benefits may vary based on the specific position offered.

📌 Applicant Insights

🔍 Company Context

Industry: Financial Services, specifically focused on AI-powered spend management and corporate cards

Company Size: 1,001-5,000 employees (as of 2023)

Founded: 2017

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 committed to building a diverse team and inclusive culture, empowering employees with tools, resources, and support to grow their careers

Company Specialties:

• AI-powered spend management
• Corporate cards and banking
• Global payments and expense management

Company Website: brex.com

ASSUMPTION: Brex is a well-funded, rapidly growing startup with a strong focus on innovation and technology. As such, the company offers competitive compensation and benefits packages to attract top talent.

📊 Role Analysis

Career Level: Mid-level to senior finance role with significant growth potential

Reporting Structure: This role reports directly to the Head of Finance or a similar executive position

Work Arrangement: Hybrid, with a requirement to be in the office 2 days per week (Wednesday and Thursday)

Growth Opportunities:

• Potential to take on more responsibility and advance within the finance department
• Opportunities to work on high-impact projects and influence strategic decision-making
• Exposure to senior leadership and the opportunity to build strong professional relationships

ASSUMPTION: Given Brex's rapid growth and expansion, there may be opportunities for this role to evolve or take on additional responsibilities over time.

🌍 Location & Work Environment

Office Type: Modern, collaborative office space designed to foster innovation and creativity

Office Location(s): San Francisco, California, United States

Geographic Context:

• San Francisco is a major tech hub with a vibrant startup ecosystem
• The city offers a diverse range of cultural attractions, dining options, and outdoor activities
• Brex's office is located in the heart of the city, providing easy access to public transportation and amenities

Work Schedule: Full-time, with flexible remote work options. In-office requirement: 2 days per week (Wednesday and Thursday)

ASSUMPTION: While Brex offers remote work flexibility, the in-office requirement may be subject to change based on the company's evolving needs and policies.

💼 Interview & Application Insights

Typical Process:

• Phone or video screen with a member of the HR or talent acquisition team
• Financial case study or data analysis challenge
• On-site or video interview with the hiring manager and/or team members
• Final interview with senior leadership

Key Assessment Areas:

• Financial acumen and modeling skills
• Communication and presentation skills
• Problem-solving and analytical thinking
• Cultural fit and alignment with Brex's values

Application Tips:

• Tailor your resume and cover letter to highlight your relevant financial experience and skills
• Prepare for behavioral and situational interview questions, focusing on your problem-solving abilities and experience working with GTM teams
• Be ready to discuss your approach to financial modeling and data analysis
• Research Brex's company culture and values to demonstrate your fit with the organization

ATS Keywords: Marketing Finance, Pipeline Forecast, ROI Model, Financial Analysis, Data-Driven Initiatives, Collaboration, Strategic Planning, Presentation Skills, Marketing Strategy, Customer Acquisition, Efficiency Improvement, Analytical Skills, Project Management, Leadership

ASSUMPTION: Brex uses an Applicant Tracking System (ATS) to manage and organize job applications. Including relevant keywords in your resume and cover letter can help your application stand out and increase the likelihood of being selected for an interview.

🛠️ Tools & Technologies

• Microsoft Excel and PowerPoint
• SQL or other data analysis tools (preferred)
• Marketing automation tools and CRM systems (e.g., HubSpot, Salesforce)

ASSUMPTION: While not explicitly stated, proficiency in Microsoft Office Suite is required for this role. Familiarity with SQL or other data analysis tools would be an asset, as would experience with marketing automation tools and CRM systems.

👔 Cultural Fit Considerations

Company Values:

• Empowering customers
• Building a diverse and inclusive team
• Fostering a culture of innovation and continuous learning

Work Style:

• Collaborative and cross-functional
• Data-driven and analytical
• Adaptable and responsive to change

Self-Assessment Questions:

• Do you thrive in a fast-paced, dynamic environment?
• Are you comfortable working with large datasets and complex financial models?
• Do you enjoy collaborating with cross-functional teams to drive strategic decision-making?

ASSUMPTION: Brex values candidates who are passionate about their work, curious about learning new things, and committed to fostering a diverse and inclusive work environment.

⚠️ Potential Challenges

• Managing competing priorities and tight deadlines in a fast-paced, high-growth environment
• Balancing the need for detailed financial analysis with the need for quick, data-driven decision-making
• Adapting to changes in the company's strategy or priorities
• Navigating a complex, multi-product, and rapidly evolving business model

ASSUMPTION: While Brex offers many opportunities for growth and development, the fast-paced and dynamic nature of the company can also present unique challenges for employees.

📈 Similar Roles Comparison

• Unlike traditional finance roles, this position requires a strong understanding of marketing strategies and customer acquisition metrics
• This role offers significant exposure to senior leadership and the opportunity to influence strategic decision-making
• Compared to similar roles in other industries, this position may require more frequent communication and collaboration with non-finance stakeholders

ASSUMPTION: While this role shares some similarities with traditional finance roles, the marketing finance focus and strategic nature of the position set it apart from other opportunities in the field.

📝 Sample Projects

• Developing a comprehensive ROI model for a new marketing campaign
• Analyzing customer acquisition costs and paybacks for different marketing channels
• Creating a detailed pipeline forecast and budget model for the upcoming fiscal year

ASSUMPTION: These sample projects are intended to illustrate the types of tasks and responsibilities associated with this role. The specific projects and initiatives may vary based on the company's needs and priorities.

❓ Key Questions to Ask During Interview

• How does this role fit into the broader finance organization and the company's long-term strategy?
• What are the most pressing challenges facing the marketing team, and how can this role help address them?
• How does Brex support the professional development and growth of its employees?
• What are the key priorities for this role in the first 30, 60, and 90 days?
• How does Brex approach work-life balance and employee well-being?

ASSUMPTION: These questions are intended to help you better understand the role, the company, and the team dynamics. Tailor your questions to your specific interests and concerns about the position.

📌 Next Steps for Applicants

To apply for this position:

• Submit your application through this link
• Tailor your resume and cover letter to highlight your relevant financial experience and skills
• Prepare for behavioral and situational interview questions, focusing on your problem-solving abilities and experience working with GTM teams
• Be ready to discuss your approach to financial modeling and data analysis
• Research Brex's company culture and values to demonstrate your fit with the organization
• Follow up with the hiring manager or HR team one week after submitting your application to confirm receipt and reiterate your interest in the position

⚠️ This job description contains AI-assisted information. Details should be verified directly with the employer before making decisions.