Marketing Finance Partner ROI; SaaS

Location:

Raleigh, North Carolina, United States of America

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The Marketing Finance Business Partner serves as a strategic co‑pilot to Marketing Leadership, combining financial expertise with a strong understanding of SaaS marketing (demand generation, digital performance, product marketing, and growth marketing).

In this role, you will help ensure marketing investments translate into scalable pipeline, revenue, and long‑term customer value.

As part of the Sales & Marketing Finance team within FP&A, you will partner closely with Performance Controlling and Portfolio & Services Finance and report to the Business Unit CFO. You will also work closely with senior Finance and Marketing leaders.

• Act as a Finance business partner to the global CMO and North America leadership team, providing insight, financial guidance, and constructive challenge to support sustainable growth and profitability
• Lead financial planning, forecasting, budgeting, and performance management for the North America Marketing organization
• Monitor marketing performance metrics and partner with senior team members to evaluate and improve return on investment across programs and channels

• Analyze pipeline and demand generation economics, including pipeline generation, MQL/SQL conversion, revenue impact, cost per lead/opportunity, and pipeline efficiency
• Evaluate channel investment and value optimization, including return on investment across paid media, SEO/organic, events, and campaigns
• Assess funnel and growth performance (awareness to retention), identifying conversion trends and opportunities for improvement
• Analyze customer economics, including CAC, LTV/CAC ratio, payback period, and marketing‑sourced ARR

• Provide financial input to support go‑to‑market strategies, including product launches and market expansion
• Partner with Sales and Marketing leadership to develop and refine marketing opportunity models
• Identify data trends and deliver actionable insights to support informed decision‑making
• Investigate performance trends and anomalies, identify root causes, and recommend next steps

• Lead FP&A digital initiatives focused on automation, standardization, and AI adoption (e.g., Product P&L, ARR bridge, churn prediction)
• Collaborate with Business Intelligence teams to build and enhance automated reporting and dashboards
• Support the development of real‑time insights into marketing and sales performance metrics

• Bachelor’s degree in Finance or a related field; MBA or other advanced degree is a plus
• 3+ years of experience in financial analytics, sales or marketing analytics, or consulting or advisory experience in a SaaS environment (or experience gained through a finance talent development program)
• Experience building financial models, including analysis of customers, products, or sales performance
• Advanced experience with digital tools and automation (e.g., Power BI, KNIME, Alteryx, Snowflake); familiarity with Anaplan is a plus
• Exposure to using AI to improve financial analysis, reporting, or operational efficiency
• Advanced proficiency in Excel, PowerPoint, and Word
• Familiarity with key sales and marketing metrics (e.g., CAC, MQL/SQL, conversion rates, AOV, TCV, LTV)
• Experience with CRM systems (e.g., Salesforce) and related analytics tools (e.g., Clari) is a plus
• Experience communicating complex financial information clearly to senior team members

• Able to manage multiple priorities and meet timelines while maintaining accuracy and attention to detail
• Approaches problems with curiosity and a proactive problem‑solving approach

• Ability to balance speed and quality in a dynamic environment, with flexibility during high‑priority periods to ensure timely delivery of key…