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Finance Specialist

Foundation MarketingCA
today
Hybrid

Company

Foundation Marketing

Location

CA

Work Schedule

full time

Work Location

hybrid

Job Description

The Finance Specialist at Foundation Marketing manages financial operations, budgeting, and reporting to support the company's marketing initiatives and ensure fiscal responsibility across all campaigns and departments.

Full Description

Foundation Marketing is seeking a dedicated Finance Specialist to join our dynamic team and play a vital role in managing the financial health of our growing marketing agency. This position is responsible for overseeing day-to-day financial operations, including budget preparation, expense tracking, and financial reporting that supports both client campaigns and internal business functions. The Finance Specialist will collaborate closely with marketing, account management, and executive teams to provide accurate financial insights that drive strategic decision-making and ensure projects remain within approved budgets. Key responsibilities include preparing monthly and quarterly financial reports, reconciling accounts, processing invoices, and monitoring cash flow to maintain operational efficiency. The role also involves analyzing campaign performance data to assess return on investment, assisting with payroll coordination, and supporting annual audits by maintaining organized financial records and documentation. The Finance Specialist will work with external vendors and partners to negotiate favorable terms and ensure timely payments while adhering to company policies and regulatory requirements. Candidates must possess a bachelor's degree in finance, accounting, or a related field along with at least three years of professional experience in financial management or accounting. Strong proficiency in financial software such as QuickBooks, Excel, and enterprise resource planning systems is essential. Excellent analytical and problem-solving skills, attention to detail, and the ability to communicate complex financial information clearly are required. Prior experience in the marketing or advertising industry is preferred but not mandatory. In addition to technical qualifications, successful candidates will demonstrate strong organizational abilities, time management skills, and the capacity to work both independently and collaboratively in a fast-paced environment. Knowledge of GAAP standards and familiarity with tax regulations are highly valued. Foundation Marketing offers a supportive and innovative workplace culture that encourages professional development and continuous learning. The company provides competitive compensation along with a comprehensive benefits package that includes health, dental, and vision insurance, a 401(k) retirement plan with company matching, generous paid time off, and flexible hybrid work arrangements. Employees also benefit from ongoing training programs, mentorship opportunities, and clear pathways for career advancement within the organization. Foundation Marketing is committed to fostering diversity, equity, and inclusion, making it an ideal place for professionals seeking meaningful work in a collaborative setting with strong growth potential.

Key Skills

Financial ReportingBudget ManagementQuickBooksData AnalysisAccount Reconciliation