Business Unit:

Marketing

Industry:

No Industry

Overview

Houlihan Lokey, Inc. (NYSE:HLI) is a leading global investment bank recognized for delivering independent strategic and financial advice to corporations, financial sponsors, and governments. With uniquely deep industry expertise, broad international reach, and a partnership approach rooted in trust, the firm provides innovative, integrated solutions across mergers and acquisitions, capital solutions, financial restructuring, and financial and valuation advisory. Our unmatched transaction volumes provide differentiated, data-driven perspectives that help our clients achieve their most critical goals. To learn more about Houlihan Lokey, please visit HL.com.

Scope

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.

Basic Qualifications

• 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.

Compensation and Benefits

Houlihan Lokey is committed to providing its employees with an exciting career opportunity and competitive total compensation package, which may include other components such as discretionary incentive compensation. The firm’s good faith and reasonable estimate of the possible salary range for this role at the time of posting is: $33.65 - $38.46 Hourly Actual salary at the time of hire may vary and may be above or below the range based on various factors, including, but not limited to, the candidate’s relevant qualifications, skills, and experience and the location where this position may be filled.

Houlihan Lokey provides a competitive benefits package. Our current benefits offerings can be found here:

2026 Benefits

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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