[Remote] Director, Finance - Pricing & Marketing
Note: The job is a remote job and is open to candidates in USA. 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.
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.
Skills
• 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
• The associate discount program
• Are automatically enrolled in Business Travel Accident Insurance
• And receive Associate Tax Prep benefit
Company Overview
• 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. It was founded in 1955, and is headquartered in Kansas City, Missouri, USA, with a workforce of 10001+ employees. Its website is https://www.hrblock.com.
Company H1B Sponsorship
• H&R Block has a track record of offering H1B sponsorships, with 1 in 2024. Please note that this does not guarantee sponsorship for this specific role.
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