Hybrid Sales and Marketing Finance Manager

Job DescriptionJob Description

CBIZ is assisting our PE owned manufacturing and distribution client in their search for a Sales and Marketing Finance Manager in Richmond Heights, OH.

Job Overview:

 Position Summary:

The Sales and Marketing Finance Manager is a critical financial leader responsible for partnering with the Sales and Marketing teams to drive profitable growth through financial planning, analysis, and strategic decision support. This role provides expertise in budgeting, forecasting, performance analysis, and revenue optimization, ensuring alignment with the company's financial and operational goals.

Essential Functions and Responsibilities:

• Develop and manage budgets for Sales and Marketing, including forecasting and variance analysis.

• Provide insights into revenue performance, campaign ROI, and customer profitability.

• Collaborate with the Sales and Marketing teams to develop long-term financial strategies.

• Monitor key performance indicators (KPIs) and provide actionable insights to improve business outcomes.

• Conduct margin and pricing analysis to optimize profitability.

• Partner with Sales and Marketing leadership to identify opportunities for growth and cost efficiency.

• Oversee revenue recognition processes and ensure compliance with accounting standards.

• Control and monitor marketing spend to ensure alignment with budgeted goals.

• Work with cross-functional teams to develop accurate sales forecasts and ensure alignment with inventory and production plans.

• Create and present financial reports and dashboards for Sales and Marketing stakeholders.

• Analyze market trends, competitor activities, and internal performance to inform decision-making.

• Provide insights and recommendations on product mix, pricing strategies, and market opportunities.

• Act as a financial advisor to the Sales and Marketing leadership teams, providing expertise in financial modeling and scenario planning.

• Partner with category managers, product managers, and distribution channels to drive alignment between financial goals and business strategies.

• Drive continuous improvement in financial processes and tools.

Requirements:

• Bachelor’s degree in Finance, Accounting, or related field. CPA, CMA, or MBA .

• Minimum of 7-10 years of experience in financial planning and analysis, with a strong focus on Sales and Marketing functions.

• Proven track record in partnering with senior leaders to drive financial and operational success.

• Experience in distribution channels and category management is a plus.

• Advanced proficiency in Microsoft Excel and financial modeling.

• Strong analytical, problem-solving, and communication skills.

• Knowledge of CRM and ERP systems; experience with Microsoft Dynamics is a plus.

• Ability to manage multiple priorities and deliver results under tight deadlines.

Only applicants of interest will be contacted.

CBIZ is an Equal Opportunity Employer.

CBIZ does not discriminate on the basis of , ancestry, , , , , , , marital status, , disability, veteran status, or any other protected classification under the law.