Director, Finance - Pricing & Marketing jobs in United States
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H&R Block · 2 weeks ago

Director, Finance - Pricing & Marketing

H&R Block is a leader in tax preparation and financial services, dedicated to helping clients and communities. The Pricing & Marketing Finance Leader will develop and execute pricing and promotional strategies to drive profitable growth and ensure marketing spend aligns with business objectives.

ConsultingRetailService IndustryTax Preparation
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H1B Sponsor Likelynote
Hiring Manager
Katie Birchfield, PHR
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Responsibilities

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
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
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
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

Qualification

Pricing strategyFinancial modelingMarketing analyticsData visualizationRevenue managementBudgetingForecastingCollaboration skillsCommunication skillsPresentation skills

Required

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

Benefits

Qualifying associates can enroll themselves and/or their eligible dependents in medical and prescription drug coverage
Can participate in the H&R Block Retirement Savings Plan (401(k) Plan)
The Employee Assistance Program
(virtual) fitness center programs
And the associate discount program
Are automatically enrolled in Business Travel Accident Insurance
And receive Associate Tax Prep benefit

Company

H&R Block

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H&R Block is a tax solutions provider that offers tax returns, filings, and advisory services for individuals and businesses. It is a sub-organization of Ameriprise Financial.

H1B Sponsorship

H&R Block has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2023 (1)

Funding

Current Stage
Public Company
Total Funding
unknown
1978-01-13IPO

Leadership Team

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Andy Phillips
Vice President - The Tax Institute at H&R Block
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George Agurkis
Vice President, Government Relations
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Company data provided by crunchbase