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Business Analyst - Marketing and Operations

Equity MethodsScottsdale, Arizona, United StatesOnsite

Description


Business Analyst - Marketing and Operations


Equity Methods is looking for a responsive, energetic, and detail-oriented Marketing Coordinator and Business Analyst to support our corporate function (Marketing, HR, and Operations).With rapid growth, our marketing and events activities are increasing in both frequency and complexity. This role will be pivotal in supporting this scaling. The successful candidate will be proactive, organized, comfortable working with different personalities, and able to execute in a fast-paced environment. We value high attention to detail, a bias toward action over talking, strong analytical reasoning, and exceptional judgment.

About Equity Methods


Equity Methods is a finance, accounting, and human capital consulting firm that embraces the synergistic role of technology and expertise in creating client impact. We deliver impact-rich services across three core practice groups: financial reporting, valuation services, and HR advisory.With over 110 professionals and experience serving hundreds of publicly traded clients (including 45 Fortune 100 companies), Equity Methods seeks to combine the best of a large professional services firm with the best of an entrepreneurial, technology-enabled company.

We work hard in the quest to have high impact and deliver exemplary client service that supports our client retention and overall growth story. We have consistently been rated a Top Company to Work for in Arizona.

Roles and Responsibilities


This is a lead execution role across a number of domains, with a starring role in marketing and a supporting role in operations. Team members hold different specializations but also load balance and rotate work based on seasonality and emerging priorities. This is denoted by primary and secondary focus areas.

1. 


Core Marketing [Primary Focus]


Our content is internationally regarded as insight-rich and audience-relevant. This role will support content development initiatives across mediums (social media, video, collateral, web, etc.).

  • Drafts short written pieces, website blurbs, article summaries, bios, brochure copy, and similar items by leveraging an excellent command of language and the EM corporate voice
  • Develops informative social media posts and coordinates publication calendar
  • Works with editorial and creative teams to produce marketing and recruiting materials
  • Collaborates with internal team and external team to keep the website fresh
  • Works collaboratively with the editorial, creative, and analytics team members to produce our quarterly publications on time and with high quality
  • Drives video initiatives used for both client marketing and recruiting marketing
  • Ensures adherence to brand and style guidelines

2. 


Marketing Coordination [Primary Focus]


Works with internal and external stakeholders to support smooth execution of marketing initiatives

  • Leverages marketing automation technology to support outbound activity (article roundups and webcast invitations); interfaces with internal authors to support adherence to deadlines and other execution dependencies
  • Supports list preparation efforts (e.g., for conferences, events, etc.) by exercising strong Excel skills, airtight process adherences, and stakeholder coordination
  • Leverages excellent spreadsheet and communication skills across other ad hoc marketing initiatives to support stakeholder alignment, timeline management, and low friction for internal consulting team members

3. 


Conference Logistics Execution [Secondary Focus]


Works with business development and marketing teams, as well as outside vendors

  • Maintain and update conference packing lists, and support conference execution logistics
  • Coordinate event invitations (paper and digital) and manage RSVP list
  • Consider and plan against contingencies; maintain exceptional communications and clarity among internal conference attendees and external vendors

4. 


Client Dinner Events [Secondary Focus]


Works with and accepts direction from the consulting and marketing teams

  • Demonstrate superb [independent] research and vetting skills to select venues and vendors (catering, decorators, musicians etc.) to drive the best outcomes in quality, cost, and execution
  • Balance cost, quality, and simplicity, demonstrating excellent judgment
  • Negotiate with dinner venues to arrive at final terms; be on top of all the details
  • Support contact reach-out efforts by reviewing lists to ensure airtight accuracy, helping to ghost-write emails, track RSVPs, and interface with our marketing automation software
  • Develop and follow event day checklists (e.g. tables, technology, timing) to ensure everything meets standards and the execution conforms to the plan

5. 


Business Analysis and Operations Coordination [Secondary Focus]


Collaborates across the function on other initiatives and priorities, from recruiting to culture

  • Support EM’s flagship externship program, which runs every few months and offers top candidates an inside glimpse of working at EM
  • Support internal culture events, from coordination to vendor selection to execution
  • Support EM’s data analytics activities, which cover marketing intelligence to recruiting

Competencies


Summary: We are looking for someone with outstanding writing skills (language, grammar, and tone), strong analytical skills, and the ability to work independently and with limited structure.

  • Exhibits superior writing skills with a nuanced understanding of language and tone
  • High polish in outcomes and deliverables: we bring the same white-glove polish to our internal events and processes as we do our external client deliverables
  • Able to communicate succinctly and adapt to different working styles and communication protocols (the position serves busy executives with varying operating styles)
  • Able to get along with everyone and exhibit collaborative, reasonable behaviors
  • Strong organizational skills, time management, and attention to detail; fast without sacrificing precision and accuracy; proactive without being rigid
  • Professional, discreet, able to handle sensitive situations with confidentiality and tact
  • Has sound judgment without being judgmental toward busy colleagues who may be sending one-line emails or falling behind and needing help keeping things straight
  • Self-motivated learner who seeks out relevant information, reads instructions, and thinks things through to their logical conclusion; doesn’t need excessive supervision
  • Possesses holistic, systems-oriented thinking: willing and able to adhere to business processes
  • Requests input and feedback on a regular basis; learns from prior experiences and incorporates learning into day-to-day activities
  • Executes well with limited guidance and direction; figures stuff out; possess a strong reputation for just “getting it”; handles stress well and does not cave in ambiguous situations
  • Bachelor’s or higher degree in any field, but otherwise qualified candidates with alternative credentials will be considered


Life at Equity Methods

Thrive Here & What We ValueVibrant in-office culture focused on collaboration, fellowship, and food | Maintain a welcoming, comfortable, and productive environment for employees and guests.</s> | Award-winning Financial Reporting team that specializes in developing controlled processes to manage external and internal reporting for publicly traded companies' share-based payment programs | Combines the best of a large professional services firm with the best of an entrepreneurial, technology-enabled company | Fosters excellence in client service, innovation, collaboration, and continuous improvement | Promotes from within and celebrates diverse strengths of colleagues</s> | Results-focused and growth-oriented consulting professional | Zealous about exceptional client service and delighting every client, large or small | Lean and agile—no manager layers that get to sit back and just talk | Growth-oriented—both in welcoming new clients into the fold and seeing professional development in our outstanding colleagues | Mentoring-rich—we’re not a competitive, eat-what-you-kill culture, and our consultants achieve professional growth via hands-on client experience and feedback from leaders | All about impact—our professionals love the opportunity to make an impact on clients, each other, and the long-run trajectory of the business | Not a 9-to-5 job—because all the above items just take time, even for very smart and efficient people.</s> | Collaborative work environment | Opportunities for professional growth and development | Flexible work schedule options | Recognition for outstanding performance</s> | Embraces the synergistic role of technology and expertise in creating client impact | Delivers impact-rich services across three core practice groups: financial reporting, valuation services, and HR advisory | Consistently rated a Top Company to Work for in Arizona</s> | Proactive, ownership-based work style expected for all members of the engagement team | Positive impact by delivering results for clients as a team | Agile, forthright communication approach and tight, ongoing internal collaboration horizontally and vertically | Small teams = big responsibility | Good judgment required | High quality of life in Scottsdale, Arizona | Diverse clientele from dozens of Fortune 500 firms to early-stage pre-IPO firms | Bias toward promoting from within and celebrating diverse strengths of colleagues</s> | Values high attention to detail, a bias toward action over talking, strong analytical reasoning, and exceptional judgment | Lean and agile—we don’t have manager layers that get to sit back and just talk. | Growth-oriented—both in welcoming new clients into the fold and seeing professional development in our outstanding colleagues. | Feedback-heavy—because that’s how to unlock growth. | Mentoring-rich—we’re not a competitive, eat-what-you-kill culture, and our consultants achieve professional growth via hands-on client experience and feedback from leaders. | All about impact—our professionals love the opportunity to make an impact on clients, each other, and the long-run trajectory of the business. | Eager to solve clients’ toughest problems—because that’s where the greatest impact is created even though these challenges are riddled with ambiguity and complexity. | Devoted to plain-language deliverables that clients find easy to consume and yet rigorous—because clients value our ability to make the complex simple for them. | Lean and agile - no manager layers that get to sit back and just talk | Growth-oriented - welcoming new clients into the fold and seeing professional development in our outstanding colleagues | Feedback-heavy - because that's how to unlock growth | Mentoring-rich - not a competitive, eat-what-you-kill culture, and our consultants achieve professional growth via hands-on client experience and feedback from leaders | All about impact - our professionals love the opportunity to make an impact on clients, each other, and the long-run trajectory of the business | Eager to solve clients’ toughest problems - because that's where the greatest impact is created even though these challenges are riddled with ambiguity and complexity | Not a 9-to-5 job - because all the above items just take time, even for very smart and efficient people</s> | Equity Methods is committed to exceptional client service and delighting every client, large or small. | The company is lean and agile, with no managers who sit back and just talk. | Equity Methods is growth-oriented, both in welcoming new clients into the fold and seeing professional development in outstanding colleagues. | Feedback-heavy and mentoring-rich, with consultants achieving professional growth via hands-on client experience and feedback from leaders. And our reward systems incentivize mentoring, not hoarding business. | All about impact, with professionals loving the opportunity to make an impact on clients, each other, and the long-run trajectory of the business. | Committed to clarity, going the extra mile to produce plain-English deliverables that clients find easy to consume but remain rigorous because clients value our ability to make the complex simple for them. | Hardworking, with all the above items taking time, even for very smart and efficient people. We don’t punch out at 5 when clients need us.</s>
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