Welcome to the dynamic world of Ispire! We are a team of innovators, creators, and forward-thinkers, continuously shaping the future of the vaping technology industry. If you're passionate about making a tangible impact and thriving in an environment of collaboration and innovation, you've found the right place. Discover the diverse opportunities we offer to grow your career and help us redefine industry standards.
As the Sales and Marketing Finance Manager, you will play a critical role in supporting Ispire's business units by providing financial insights related to sales and marketing goals, using tools like Acumatica and Salesforce to ensure accurate data flow and reporting. Reporting to the CFO, this role is key to helping drive sales and marketing performance, managing budget allocations, and providing decision-making support. You'll collaborate closely with sales and marketing teams and senior management to enhance visibility into campaign performance, track ROI, and drive data-informed decisions that contribute to the company's strategic growth objectives.
Duties & Responsibilities
Sales & Marketing Financial Partner
Support senior business unit leaders in the financial decision-making process including pricing analysis, new product launches, new market entry, project ROI calculations, etc.
Support the development of the annual business unit budgets and quarterly business unit reviews as part of the Company's sales and operations planning (S&OP) process.
Develop and maintain financial forecasts for sales growth, marketing spend, impact on revenue/gross margins, and cash flow for key business units.
Provide support for the management of trade accounts receivable.
Systems Management & Integration
Oversee data integration between Acumatica (ERP) and Salesforce (CRM) to ensure consistency in sales and marketing financial data.
Manage and troubleshoot data flow and reporting within Salesforce to enhance visibility into pipeline metrics, lead generation, and campaign tracking.
Maintain and update ERP configurations as needed to align with sales and marketing requirements.
Budgeting & Forecasting
Partner with sales and marketing teams to establish, track, and periodically revise forecasts, ensuring alignment with revenue targets as part of the S&OP process.
Provide insights into budget variances, helping sales and marketing teams optimize spend and adjust strategies as needed.
Assist in the development of sales forecasts, incentive calculations, and commission structures based on historical data and performance trends.
Cross-Functional Collaboration
Work closely with sales, marketing, and finance teams to align on KPIs, reporting needs, and financial goals.
Collaborate with operations and deal desk teams to improve data integrity and functionality for tracking sales and marketing performance.
Provide training to sales and marketing teams on financial principles, ERP functionalities, and reporting best practices to empower data-driven decisions.
Reporting & Continuous Improvement
Develop and distribute regular reports on sales/market performance, market and product margin analysis, and performance versus budget, leveraging data from Salesforce and Acumatica.
Identify areas for process improvement within financial workflows, proposing enhancements to reporting and data access to support decision-making.
Knowledge
Strong understanding of sales and marketing operations in an international consumer products environment.
Knowledge of ERP systems (Acumatica) and CRM platforms (Salesforce) with experience in managing data integration and integrity.
Proficient in GAAP, financial reporting, and budget management.
Skills
Skilled in analyzing data from multiple systems, including Salesforce and Acumatica, to produce actionable insights for sales and marketing strategies.
Strong financial modeling skills, particularly in forecasting, budgeting, and ROI analysis for marketing and sales initiatives.
Excellent interpersonal and presentation skills and comfortable conveying financial insights to all levels of internal and external stakeholders.
Abilities
Proven self-starter who enjoys tackling challenges and being part of a winning team.
Ability to work effectively in a collaborative environment with sales, marketing, and finance teams to align on financial priorities.
Demonstrates a strategic mindset, with both the willingness and capability to dive into the details as required, translating data insights into pragmatic recommendations for optimizing sales and marketing activities.
Proficient in using business intelligence tools to analyze, visualize, and report on key financial metrics.
Education & Experience
Bachelor's degree in Finance, Accounting, or Business Administration highly preferred; or combination of equivalent experience and education may be considered.
MBA, CPA, or CMA preferred.
5-7 years of experience in financial management, with a focus on sales and marketing finance.
A minimum of three years' of experience in financial accounting, analysis, and planning within a consumer products organization supporting the sales and marketing functions.
Demonstrated experience with ERP systems and CRM platforms (e.g. Acumatica, Salesforce, Hubspot), with a proven track record of effective data management.
Experience in financial analysis, budgeting, and forecasting.
Benefits
We value our employees' time and efforts. Our commitment to your success is enhanced by our competitive compensation and extensive benefits package including but not limited to time off, holidays, medical/dental/vision insurance as well as future growth opportunities within the company. Plus, we work to maintain the best possible environment for our employees where people can learn and grow with Ispire. We strive to provide a collaborative, creative environment where each person feels encouraged to contribute to our processes, decisions, planning, and culture.
Equity & Salary Disclosure
We believe in practices that create real equity and pay parity regardless of background or identity. We freely discuss compensation with all qualified candidates the first time we interview them. Saving the salary discussion for the first conversation allows us to fully understand the needs of each candidate and to ensure that qualified candidates, even those who have historically been overlooked and/or underpaid, do not self-select out of the process based on salary alone, as our experience and research suggest. In addition to those who opt out because they fear the compensation may be out of reach for them, we equally don't want to miss out on conversations with candidates who are slightly over the range when in some cases, the total compensation, including factors such as flexibility and better health benefits, etc. may exceed expectations.
Actual compensation is influenced by a wide array of factors including but not limited to skill set, level of experience, and specific worker location. For the state of California only, the range of pay for this role is between $120,000 and $140,000, again depending on the skills, qualifications, and experience of the individual candidate.
EEO Statement
Ispire is an equal opportunity employer who welcomes and encourages diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.
Ispire is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need reasonable accommodation because of a disability for any part of the employment process, please send an email to GetHired@GetIspire.com and let us know the nature of your requests and your contact information.
We kindly request that third-party recruiters or agencies refrain from contacting us regarding this position.