Finance & Supplier Services Lead - Content Transformation

This temporary, on-site Finance & Supplier Services Lead role supports a complex marketing transformation for a financial services organization.

Responsibilities

• Track and validate initiative spending across budget lines and manage business-unit cost allocations.
• Monitor agency spending, content volumes, savings targets, ROI, NPV models, and cost-avoidance projections.
• Build executive-ready reporting assets, including dashboards, reports, macros, datasets, and presentations using Excel and Workfront.
• Assist with agency contract restructuring, expense-data centralization, and production-spend tracking.
• Set up governance, metrics, and progress reporting for AI transformation initiatives, coordinating requirements and executive approvals.

Requirements

• Bachelor’s degree or MBA in finance, accounting, or business administration, with strong background in finance, accounting, or business management, plus 3+ years of hands-on experience managing large, complex budgets.
• Advanced Excel capability, including dashboards, macros, formulas, financial models, NPV analysis, and complex tracking tools.
• Ability to analyze large datasets and produce detailed financial and operational reporting with decision-enabling insights for C-suite and senior executive audiences.
• Strong communication, organization, process orientation, judgment, and initiative in ambiguous, fast-paced environments.
• Understanding of financial services and products, with sound judgment regarding confidential headcount, transformation, vendor, and budget information.

Location

• New York, NY (onsite)

Compensation

• USD 62 to 70 per hour

Technologies

• Excel
• Workfront

Benefits

• Medical, Dental, and Vision Insurance
• Life Insurance
• 401(k) Program
• Commuter Benefit
• eLearning and Ongoing Training
• Education Reimbursement