Position ID #33467
Position: Marketing Budget & Forecasting Analyst (Contract)
Location: Remote – Canada or U.S. (must be available to work full-time during Eastern or Central Time Zone business hours)
Contract Length: 6 months (with strong possibility for extension)
Compensation: Competitive and based on experience
About Our Client:
Our client is a North American insurance services company with a growing portfolio of consumer-facing brands. As part of their continued growth, they are investing in strengthening financial planning, marketing strategy, and operational decision-making through better budget management, forecasting, and cross-functional insights. They are seeking a highly analytical, adaptable, and collaborative Marketing Budget & Forecasting Analyst for a 6-month contract, with a strong possibility for extension.
This is a remote role open to candidates across Canada or the U.S., with preference for those able to work Eastern or Central Time Zone hours.
The successful candidate will partner closely with Marketing, Operations, Finance, Product, and Data teams - consolidating budgets, forecasting financial performance, delivering financial insights, and clearly communicating recommendations that help guide strategic decision-making. This is a fast-paced, high-visibility role that requires excellent relationship management skills, the ability to work under pressure with urgency, and a comfort engaging with 30+ stakeholders across multiple functions.
Responsibilities:
- Consolidate marketing and operational budgets across multiple brands and business units, ensuring alignment with company goals.
- Analyze variances between budgeted and actual expenditures, identifying key trends, risks, and opportunities.
- Build and maintain forecasting models using historical data, predictive analytics, and cross-functional business inputs.
- Regularly update forecasts and recommend adjustments based on evolving performance and strategic priorities.
- Lead cross-functional discussions and meetings, taking ownership of financial updates, forecasts, and recommendations.
- Prepare clear, actionable financial reports, executive presentations, and strategic insights for leadership audiences (CEO, Executive Leadership Team, Board).
- Translate complex financial data into concise narratives that inform marketing, operational, and investment decisions.
- Proactively communicate financial trends, risks, and opportunities to cross-functional stakeholders.
- Manage and enhance budgeting, forecasting, and reporting processes to improve accuracy, transparency, and operational efficiency.
- Build strong relationships and collaborate effectively with a wide range of stakeholders (30+ across multiple teams), ensuring alignment and clear communication under tight deadlines.
- Manage urgent requests and shifting priorities with professionalism and a solutions-focused approach.
Qualifications
- 8+ years of experience in budgeting, forecasting, financial analysis, or business analysis roles.
- Bachelor’s degree in Finance, Business, Accounting, Economics, Marketing, or a related field.
- Strong understanding of marketing budgets and how they support business strategy - experience managing marketing budgets is strongly preferred.
- Advanced proficiency in Microsoft Excel (financial modeling, pivot tables, scenario analysis); able to build and maintain forecasting tools without requiring complex programming.
- Proven ability to manage multiple stakeholders, work under pressure, and adapt to changing priorities.
- Exceptional communication skills — both written and verbal — with the ability to present financial information clearly to non-financial audiences.
- Strong analytical and problem-solving skills, with the ability to synthesize complex data into actionable business insights.
- Experience collaborating across multiple functions, especially marketing, finance, operations, and product teams.
- Background in consumer-facing industries (insurance, direct-to-consumer, marketing services) is an asset.
- Full-time availability during Eastern or Central Time Zone business hours is required.
Note:
We appreciate and thank all applicants for their interest in the role. However, only candidates who meet the qualifications and requirements of the position will be contacted for further consideration.
Successful candidates may be required to complete an assessment.
