Marketing Reporting Analyst

Senior Associate - Marketing Reporting Analyst
 

Are you a colleague who would thrive using advanced analytical skills, marketing expertise, and stakeholder management to ensure accurate, timely reporting to executive leadership? Do you enjoy creating and developing data insights, bringing numbers to life with storytelling to help our colleagues better understand how our team and firm are meeting our objectives? If yes, we believe you would be an outstanding fit for our Senior Associate - Marketing Reporting Analyst role.

As a Senior Associate - Marketing Reporting Analyst, you will serve as the specialist responsible for overseeing our monthly and quarterly reporting process, ensuring data quality and consistency across our growing organization. You will manage complex data models in Salesforce, Hubspot and other platforms, coordinate with cross-functional teams, and serve as the subject matter expert that support strategic decision-making at the highest levels of the organization.
 

Responsibilities:

• Campaign Tracking: Lead paid, organic and performance marketing analytic needs including report and data insight creation, analysis and presentation
• Salesforce Data Management: Analyzes Salesforce pipeline, ensuring Salesforce data integrity and prospects are being updated as they proceed on client journey
• Monthly and Quarterly reporting: Lead the end-to-end monthly reporting cycle, overseeing compilation, quality control, and delivery of key performance indicators to internal stakeholders
• Data Model Management: Oversee the maintenance and development of sophisticated data models supporting marketing reporting, ensuring accuracy and consistency across multiple data sources including Salesforce, Hubspot, Google Analytics, and other data feeds
• Power BI Report Development & Maintenance: Own the Power BI report and related dashboard development, ensuring optimal performance, user experience, and alignment with evolving business requirements
• Quality Assurance & Validation: Conduct comprehensive data validation processes, identifying and resolving discrepancies in revenue recognition, asset flows, and fee calculations while maintaining detailed audit trails
• Cross-Functional Leadership: Coordinate with other business unit leaders to resolve data issues, implement process improvements, and ensure alignment on reporting requirements
• Stakeholder Management: Interface with executives, analysts, and client-facing business leaders, translating complex technical concepts into actionable business insights
• Data Governance: Ensure compliance with internal controls and regulatory requirements, maintaining high standards for data accuracy and reporting consistency
• Reports into both the CMO and Head of Growth Marketing

Skills & Experience:

• Data Insight and Storytelling Expertise: 5-10 years of experience in marketing and operation analytics roles with deep understanding of marketing and/or financial services, specifically generating data insights for storytelling about our performance marketing and lead generation goals.
• Industry Background: Experience working for financial services organizations, media or marketing brands, preferably within marketing departments strongly preferred
• Technical Proficiency: Advanced skills in Salesforce, Hubspot, SQL (PostgreSQL preferred), Power BI, and Excel with experience managing complex data models and automated reporting processes
• Analytical Mindset: Exceptional attention to detail with ability to identify patterns, anomalies, and data quality issues while working under tight monthly deadlines
• Communication Excellence: Strong written and verbal communication skills with proven ability to present complex financial information to diverse stakeholders including executive leadership
• Project Leadership/Management: Demonstrated ability to coordinate multi-team initiatives, manage competing priorities, and drive results through influence rather than direct authority
• Problem-Solving Skills: Strategic thinking combined with hands-on technical capability, comfortable diving deep into data issues while maintaining big-picture perspective
• Educational Foundation: Bachelor's degree in Accounting, Finance, Business, or related quantitative field; MBA or relevant professional certifications a plus

Compensation:

• $80,000 - $110,000

Why Cerity Partners
Our people drive our success by working together to deliver exceptional service to our clients. Below is a glimpse of the key elements of our total rewards package:

• Health, dental, and vision insurance – day 1!
• 401(k) savings and investment plan options with 4% match
• Flexible PTO policy
• Parental Leave
• Financial assistance for advanced education and professional designations
• Opportunity to give back time to local communities
• Commuter benefits

Cerity Partners is a leading, national registered investment advisory firm serving high-net-worth individuals and their families, businesses and their employees, and nonprofit organizations from its offices across the country. With no financial products to sell, our in-house experts of attorneys, tax advisors, financial planners and investment professionals are passionate about and committed to providing objective financial advice and oversight.

Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice. Our culture allows us to deliver this mission. We believe in a simple formula that drives our actions and pushes us every day to do better than the day before: People First + Accountability = Winning Outcomes. We expect our team members to deliver on their responsibilities, understand how every component of our company works to generate success, and hold themselves and their colleagues accountable to the highest standards.

Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law. 

Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to [email protected]. Applicants must be authorized to work for any employer in the U.S.