Lead Financial Analyst - H&R Block
Kansas City, MO
About the Job
Support the Marketing organization with a key initiative wherein H&R Block drives growth, savings and efficiencies by evaluating investment and outcome management in-house. Assists with management of end-to-end forecasting and optimization of the investment pool to maximize return on investment (ROI) across acquisition and customer channels. Provides P&L forecasts and helps map investment by month by channel to maximize impact. Partners with cross-functional teams to more closely tie marketing activity to P&L results. Provides more data driven expertise to deliver marketing investment and outcome models to inform and accelerate our strategy and impact.
Day to day, you'll...
- Manage Excel files to gather inputs from marketers on assumptions like investment x outcomes and ingest data from media agency, email agency and internal systems to produce regular reporting.
- Check agency data accuracy and ensure it has accurate representation; ensure the agency is getting what they need to optimize and deliver real-time impact tied to site visits, appts and filings.
- Produce visual summaries of the investment x outcome story line that feed into strategy decks and other presentations.
- Provide leadership on how to define C360 project incrementality testing and scope it as a unique line item in the investment and outcome model.
- Build the business case for C360 project grounded in the marketing data of tax season, quantify test plans and project new 3 year impact estimates.
- Provides P&L forecasts and helps map investment by month by channel to maximize impact.
Source : H&R Block