Business Analyst - Marketing and Operations

Marketing and Business Development Scottsdale, Arizona


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.

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

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



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