Finance Manager, Marketplace

How you'll help shape FP&A at Achievers:

Marketplace P&L Ownership & Forecasting

- Own the end-to-end Marketplace P&L (revenue and expenses), driving data analyses for the Marketplace Division with a goal of improving net margin contribution.

- Build and maintain complex and dynamic forecasting models that track Marketplace potential vs. performance across key revenue pillars — including promotions, merchandising, pricing, and product enhancements.

- Develop enhancement models for initiatives such as Top-Up programs, pricing reviews, merchandising improvements, and share-of-wallet expansion.

- Translate high-level revenue and volume targets into actionable, customer-tier-level operating plans that enable clearer execution and performance tracking.

- Partner with Accounting to reconcile reporting discrepancies, improve data integrity, and increase confidence in reported numbers.

- Deliver Marketplace forecasting materials to support FP&A and Board deliverables.

- Drive deep expense and cost driver analysis, identifying efficiency opportunities and optimizing resource allocation to improve Marketplace margin performance.

- Own and standardize executive KPI reporting cadences, delivering consistent performance insights to senior leadership and Board stakeholders.

- Build and scale the Marketplace analytics foundation — including structured data workflows, documentation standards, data governance, quality controls, and request prioritization — to ensure analytical consistency, scalability, and reduced dependency on ad hoc analysis.

NRR & Existing Customer ARR Forecasting

- Forecast existing customer ARR to support Net Revenue Retention (NRR) targets and provide visibility into renewal and expansion performance.

- Integrate Finance data (ARR, customer segmentation) with Marketplace redemption data to close the loop between commercial performance and customer behavior.

- Develop share-of-wallet models to quantify expansion opportunities across customer segments and inform growth strategies.

- Track changes in user and member counts for key customers over time, surfacing the impact of organizational changes on Marketplace activity and retention.

- Provide financial insight into customer cohort behavior using Salesforce attributes (industry, tier, start date) to strengthen NRR-related decision-making.

Strategic Analysis & Modeling

- Conduct advanced analysis using statistical methods and predictive modeling to derive actionable insights on redemption volume, margin, and customer behavior.

- Build models depicting potential business outcomes driven by changes in product and/or member behavior, framing recommendations to achieve desired outcomes.

- Enable mix-rate reporting that isolates the true sources of performance impact across customers, products, and regions.

- Drive member balance distribution analysis to improve understanding of redemption potential, breakage risk, and regional behavior patterns.

- Create and maintain dashboards (rebate/commission, promotions, KPI scorecards) for senior leadership review and executive presentations.

- Support RFP positioning, feature pricing analysis, and product/partnership ROI assessments.

Customer Success (CSM) Support & Cross-Functional Partnership

- Present regularly at Customer Success forums to explain Marketplace performance, key drivers, and the financial impact of recent initiatives.

- Meet directly with CSM partners to evaluate and refine margin drivers, ensuring alignment between customer actions and financial outcomes.

- Create periodic customer target lists to focus CS efforts on the highest-impact growth opportunities.

- Partner with Merchandising to optimize assortment decisions — including catalog curation, margin drivers, and new product margin requirements.

- Collaborate with Product, Engineering, and Revenue Ops to foster a data-driven culture and translate insight into operational action.

- Partner with Product leadership to shape and prioritize the strategic roadmap, balancing customer experience innovation with initiatives that drive redemption growth and marketplace performance.

- Collaborate across the Marketplace Senior Leadership Team to drive operational excellence, improve forecasting and planning rigor, and remove friction across the end-to-end marketplace ecosystem.

- Support vendor review materials and scorecards to inform supplier performance discussions.

Ad Hoc Analysis & Financial Alignment

- Respond to emerging leadership questions with ad hoc analysis and forecasting to address evolving business needs.

- Support cross-departmental analysis initiatives that influence Marketplace performance — including product campaign efficacy, promotional impact, and SWAG initiative evaluation.

- Partner with BI and IT to advance the Marketplace data agenda, surface new insights, and improve analytical infrastructure.

- Lead efforts to consolidate Marketplace data into structured formats for advanced analysis using tools such as Tableau Pulse and Microsoft Copilot.

- Improve predictive modeling during peak periods (e.g., holiday redemptions) to enhance forecasting accuracy for float requirements and daily volume swings.

What Success Looks Like

- Self-starter mindset: Demonstrates a strong bias for action by independently identifying high-impact opportunities, building momentum around new ideas, and driving initiatives from concept through execution.

- Analytical infrastructure: You've built a comprehensive data and modeling framework connecting redemption activity, customer behavior, and financial performance — giving the organization a clear lens into Marketplace outcomes.

- Forecast accuracy & depth: You maintain a suite of forecasting and enhancement models that allow leadership to understand the drivers needed to close gaps between baseline and stretch targets.

- Cross-functional impact: Teams across Finance, Customer Success, Merchandising, and Product rely on your insight to make better decisions about volume, margin, and revenue.

- Operational clarity: High-level targets have been translated into actionable, customer-level plans that teams can execute and track throughout the year.

Experience we feel will set you up for success:

- Bachelor's degree in Finance, Business Analytics, Data Science, Statistics, or a related field.

- 5+ years of experience in strategic analytics or FP&A within a fast-paced, data-driven environment.

- Strong background in advanced data analysis, statistical modeling, and predictive forecasting techniques.

- Proficiency in data visualization tools (Tableau, Power BI) and querying languages (SQL).

- Advanced Excel skills (macros, arrays, pivots, lookups, conditional logic).

- Ability to interpret complex data sets and translate findings into compelling, executive-ready narratives.

- Deep understanding of P&L dynamics, margin analysis, and revenue forecasting.

- Proven ability to influence cross-functional teams and drive outcomes without direct authority.

- Independent self-starter with a solution-oriented mindset and strong sense of urgency.

Preferred - A Huge Upside:

- E-commerce, retail, rewards, or marketplace experience — candidates who understand redemption dynamics, catalogue economics, and customer purchasing behavior will have a significant head start in this role.

- Familiarity with NRR / ARR forecasting and customer retention analytics.

- Experience with Salesforce reporting and dashboard creation.

- Exposure to tools like Tableau Pulse, Microsoft Copilot, or similar AI-enabled analytics platforms.