Financial Operations Lead

This Financial Operations Lead opportunity is based in New York City (preferred), Jersey City, Chicago, or Wilmington, is a 40-hour-per-week role, 5 days per week onsite, and is expected to run for a 2-month assignment with the possibility of being extended. Please note that remote work is not an option for this client.  

In this role, you will support a multi-year content transformation program leveraging Adobe GenAI capabilities to drive significant operational efficiencies and agency spend optimization. You will partner across Marketing, Brand, Supplier Services, Procurement, and Transformation teams to manage investment governance, track ROI, oversee vendor spend, and deliver executive-level insights.
 

Key Responsibilities

• Manage and validate complex budget lines including software licensing, labor, consulting expenses, and headcount investments.
• Develop and maintain financial models, forecasts, NPV analyses, and cost allocation methodologies across lines of business.
• Track value realization initiatives and monitor progress against agency spend optimization and cost-savings targets.
• Analyze agency spend, content production volumes, and reinvestment scenarios to measure long-term business value.
• Build executive dashboards, reports, presentations, and financial narratives for senior leadership, including CFO, CMO, and other C-suite stakeholders.
• Leverage Excel and large datasets to create decision-support tools, visualizations, and reporting frameworks.
• Support vendor and contract governance initiatives, including agency contract restructuring and spend analysis.
• Partner with sourcing and procurement teams to track payments, vendor performance, and cross-business-unit expenses.
• Utilize Workfront and related planning tools to analyze resource capacity, workflow efficiency, and organizational utilization.
• Support AI transformation initiatives through financial analysis, governance frameworks, operational reporting, and executive communications.
   

Required Qualifications

• Bachelor's degree in Finance, Accounting, Business Administration, or a related field; MBA is a plus.
• 3+ years of experience managing large, complex budgets and financial operations.
• Advanced Excel expertise, including dashboards, macros, financial modeling, formulas, and NPV analysis.
• Strong experience aggregating and analyzing large datasets and translating findings into executive-level recommendations.
• Proven ability to prepare and present financial and operational reporting for senior leadership.
• Excellent communication and stakeholder management skills with both finance and non-finance audiences.
• Strong organizational skills and ability to bring structure to complex, fast-paced environments.
• High degree of professionalism and discretion handling sensitive budget, vendor, and workforce information.
• Understanding of financial services products and operating environments.

Preferred Qualifications

• Experience with procurement and payment systems such as Ariba, SAP, Optima, or similar platforms.
• Background in vendor management, software licensing, contract governance, or strategic sourcing.
• Experience tracking ROI, value realization, and transformation program benefits.
• Familiarity with Workfront or similar resource and project management platforms.
• Experience supporting marketing operations, content production, agency management, or creative services organizations.
• Exposure to enterprise transformation programs, AI initiatives, and change management efforts.
• Experience operating within large, complex matrixed organizations.
• Ideal candidates combine strong financial acumen with executive presence, exceptional analytical abilities, and the ability to turn complex data into compelling business stories that influence strategic decisions.

In this position, you may have access to client or customer systems, confidential and/or proprietary information or data, including financial information. This position is onsite and requires you to work closely with other individuals in a collaborative team environment.

Benefits

 

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Billy Carter - Senior Solutions Delivery Recruiter

For Creative Circle to represent you for this opportunity, you must be currently authorized to work in the United States without the need of employer sponsorship for a non-immigrant visa such as a H-1B, TN, or O visa. We do not support or provide training for STEM/OPT programs. Additionally, you must be physically located in and perform the work for our client in the United States.This is a new role.

This job was first posted by Creative Circle on 10/27/2026 and applications will be accepted on an ongoing basis until the position is filled or closed.

Everforth Creative Circle is an Equal Opportunity Employer

All qualified applicants will receive consideration for employment without regard to race, color, creed, religion, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, disability, status as a crime victim, protected veteran status, or any other characteristic protected by law. Our hiring process includes AI screening for keywords and minimum qualifications. Recruiters review all results.  Everforth Creative Circle will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act. If you need a reasonable accommodation in the application process, please contact your Recruiter (the person you'll be interviewing with) or a member of our Human Resources team to make arrangements. Anthem / Blue Cross Blue Shield creates and publishes the Transparency in Coverage Machine-Readable Files on behalf of Everforth Creative Circle.

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