Houlihan Lokey

Business Unit:

Marketing

Industry:

Corporate

Overview

Houlihan Lokey, Inc. (NYSE:HLI) is a global investment bank with expertise in mergers and acquisitions, capital solutions, financial restructuring, and financial and valuation advisory. Houlihan Lokey serves corporations, institutions, and governments worldwide with offices in the Americas, Europe, the Middle East, and the Asia-Pacific region. Independent advice and intellectual rigor are hallmarks of the firm’s commitment to client success across its advisory services. The firm is the No. 1 investment bank for all global M&A transactions for the past two years, the No. 1 M&A advisor for the past 10 years in the U.S., the No. 1 global restructuring advisor for the past 11 years, and the No. 1 global M&A fairness opinion advisor over the past 25 years, all based on number of transactions and according to data provided by LSEG.

Our Marketing Department is seeking a Marketing Operations Budget Coordinator who is highly organized, detail-oriented, and a proficient communicator. In this role, you will provide significant administrative support and be responsible for handling day to day tasks – including expense tracking, budgeting, invoicing, and document management – as well as providing support to the marketing operations team as needs and opportunities arise, in alignment with the marketing department’s goals and objectives. We are looking for a candidate who is task-oriented, a fast learner, and has a strong desire to develop and grow.

This is a full time, hybrid role based in San Francisco, CA, with a minimum 3 days in office requirement. You will report directly to the VP, Co-Head of Marketing Operations.

Responsibilities:

• Supporting the Co-Head of Marketing Operations with daily functions as it pertains to producing various reports, updating dashboards, and other administrative duties.
• Track and manage the Marketing department’s budget by logging expenses and processing invoices with proper expense coding.
• Budget coordination and reconciliation for the marketing team’s expenditures
• Maintain accurate financial records and prepare spending reports to support budget tracking and analysis.
• Collaborate with vendors to assist with invoice processing and department allocation.
• Work closely with cross-functional teams to ensure timely and accurate payments.
• Review and validate credit card activity.
• Organize and maintain financial documents, contracts, and vendor records.
• Process vendor invoices, set up contractors for payment, and collect W-9s forms.
• Other duties as assigned.

Qualifications and Skills:

• Strong organizational and time management skills with the ability to prioritize tasks, manage multiple deadlines, and operate proactively in a fast-paced environment.
• Solid understanding of basic accounting principles and ability to analyze financial data to identify trends or discrepancies.
• High attention to detail and accuracy in data entry, financial recordkeeping, and reporting.
• Demonstrated ability to work independently and collaboratively to complete projects and advance departmental priorities.
• Strong oral and written communication skills, with the ability to produce professional memos, reports, spreadsheets, and presentations.
• Proficiency in the full Microsoft Office Suite of products, especially Excel (e.g., pivot tables, complex financial reporting), and ability to quickly learn new software tools.

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, protected veteran status, or any other characteristic protected by law.

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