Our Company
We care about helping people. Our purpose is to provide help and inspire confidence in our clients and communities everywhere. Our associates feel a sense of belonging in an inclusive place with an amazing history and a sharp focus on our future. Our connected culture is who we are and how we work together to achieve our strategies, accelerate our transformation, and achieve extraordinary results. It’s an exciting time to be a part of H&R Block!
What you'll do...
The Pricing & Marketing Finance Leader within the FP&A organization will be responsible for developing and executing pricing and promotional strategies to drive profitable growth, while also ensuring that Marketing spend aligns with business objectives and delivers strong return on investment.
Day to day you’ll…
Pricing & Promotional Strategic Analysis
- Analyze pricing and promotional strategies and recommend adjustments to optimize revenue and margin.
- Design and implement A/B price testing strategies to optimize pricing structures.
- In coordination with Marketing, evaluate customer segmentation and revenue by product, service, and pricing tier.
- Connect pricing strategy to overarching value proposition and corporate objectives.
- Monitor competitive pricing (through quantitative market research, mystery shopping, web scraping).
- Build pricing analytics dashboards and KPIs.
Marketing Budgeting & Forecasting
- Develop and manage annual marketing budgets and forecasts in collaboration with marketing leadership.
- Track actuals vs. budget, providing variance analysis and insights on spending efficiency.
- Identify risks and opportunities (R&O) in marketing spend to ensure alignment with financial targets.
Marketing ROI & Performance Analysis
- Conduct A/B testing and post-campaign analyses to refine marketing spend decisions.
- Measure Return on Ad Spend (ROAS) and Marketing ROI (MROI) across campaigns, channels, and initiatives.
- Support Marketing Mix Modeling (MMM) and Long-Term Attribution (LTA) to optimize investment allocation.
- Analyze Customer Acquisition Cost (CAC) vs. Lifetime Value (LTV) to ensure sustainable customer growth strategies.
Strategic Initiative Support
- Develop business cases for new marketing initiatives, product launches, and market expansions.
- Partner with marketing on go-to-market (GTM) strategies to assess financial viability.
- Support contract negotiations for marketing vendors, agencies, and media buys.
What you'll bring to the team...
- Bachelor’s degree in Finance, Economics, Business, or related field.
- 10+ years of experience in revenue management, pricing strategy, FP&A, or related roles.
- Strong financial modeling skills, including pricing elasticity, promotional effectiveness, and marketing ROI analysis.
- Experience with marketing analytics, MMM, and LTA methodologies.
- Proficiency in financial planning tools, data visualization platforms, and Excel.
- Ability to translate complex data insights into actionable business recommendations.
- Strong collaboration skills to work across marketing, operations, and finance teams.
- Excellent communication and presentation skills for executive and board-level reporting.
H&R Block
