Marketing Operations Senior Advisor - Financial & Strategic Planning

Primary Responsibilities

The Marketing Operations team seeks a Senior Advisor to lead four core pillars of the function: Strategic Planning, Financial Operations, Change Management, and Learning & Development. This role will play a pivotal part in advancing Marketing’s Modernization strategy, primarily through leading planning and budgeting efforts and helping ensure change is adopted across the broader organization. This leader will help translate modernization priorities into practical planning processes, budget discipline, operating rhythms, and adoption approaches that improve how Marketing prioritizes work, allocates investment, and implements new ways of working. The role will partner closely with Business Marketing, COEs, Finance, senior leadership, and the Marketing Operations Process Optimization and MarTech leads to connect strategy to execution, improve visibility into priorities and spend, and support successful delivery and adoption of new processes, AI-enabled ways of working, and Workfront-based planning and execution.

Specific areas of focus for this role include:

Strategic Planning

Facilitate Marketing’s annual and quarterly planning process by establishing governance, standard materials, taxonomies, and planning routines. This role will also implement the annual planning process in Workfront Planner with the implementation partner and identify opportunities to streamline, optimize, and automate the process over time.

Core areas of emphasis:

• Annual and quarterly planning leadership
  • Lead and orchestrate the annual marketing planning process end to end, including timelines, milestones, deliverables, and stakeholder alignment
  • Facilitate quarterly planning, business reviews, and planning checkpoints to monitor progress, surface risks, and adjust priorities as needed
  • Translate enterprise and line-of-business priorities into structured marketing plans, investment needs, and success measures
• Planning framework and portfolio management
  • Own and evolve the planning frameworks, templates, taxonomies, and supporting artifacts that create consistency, clarity, and standardization across enterprise marketing planning
  • Ensure the marketing planning process and all required planning artifacts are designed, maintained, and operationalized within Workfront Planner to support scalable intake, planning, and portfolio visibility
  • Track and manage all enterprise portfolio submissions for Marketing, ensuring required business cases, needs statements, and supporting inputs are completed, aligned, and submitted on time
• Cross-functional alignment and governance
  • Partner with Business Marketing, COEs, Finance, and Process Optimization teams to ensure plans are actionable, connected to budget realities, and operationalized in workflows and systems
  • Establish governance routines, dashboards, and reporting that provide leadership with visibility into progress, performance, risks, and decisions required
  • Refine and standardize KPI frameworks, in partnership with Marketing Analytics team members, to ensure plans and investments have clear measures of success and accountability

Financial Operations / Budgeting

Lead Marketing’s budgeting and financial operations processes, including planning, forecasting, reconciliation, and reporting, to strengthen visibility, discipline, and decision-making.

Core areas of emphasis:

• Budget planning and forecasting
  • Lead annual budget planning and support quarterly projection development with Finance
  • Partner with Finance and Business Marketing budget leads support monthly forecasting cycles across Marketing
  • Provide leadership with insight into spend pacing, risks, opportunities, and tradeoff decisions
• Investment strategy and stewardship
  • Connect marketing plans and portfolio decisions to investment outcomes, ROI conversations, and responsible use of capital
  • Support vendor and contract-related financial oversight as needed, including tracking major commitments and surfacing spend implications
  • Enable greater financial rigor across Marketing through education, transparency, and consistent operating expectations
• Financial governance and process management
  • Establish and evolve standardized financial management processes, definitions, and reporting frameworks across teams
  • Identify process improvements, automation opportunities, and workflow enhancements that simplify budget management and strengthen compliance
  • Consider SLT and ELT Marketing Scorecards / Dashboards

Change Management

Lead the Change Management function for Marketing Operations, includi