VP, Budget Management & Financial Operations Brand Team

We are seeking a detail-oriented analytically-driven finance and business operations professional to serve as a strategic partner to the Brand organization at one of the worlds leading global financial institutions. This role sits within the Brand Strategy Office and is responsible for driving financial discipline operational excellence and business resiliency across a large complex marketing budget.

This is a hands-on execution-oriented role. The right person is a skilled financial analyst with deep budget management expertise expert-level Excel proficiency and the business acumen to translate complex financial data into clear stories that drive decision-making at the highest levels of the organization. You will work directly with the CBO CFO and CMO and you need to be equally comfortable building a macro from scratch and presenting findings to a C-suite audience.

Candidates must bring strong judgment and an unwavering commitment to confidentiality. This role manages sensitive information including headcount budget and transformation activities across the Brand org.

Location: New York City preferred. Open to Jersey City NJ Chicago IL Columbus OH Wilmington DE
Contract Start: Late April/Early May
Contract Term: 6-8 months with potential to extend
Working Hours: 40 hours/week 5 days in office required
Compensation: $80/hr

*Please note: our client uses VP leveling differently in their titles. This is not a true VP-level role and there is not people management duties. This is a mid-to-senior level doer 

Key Responsibilities

• Budget Management & Governance - Own ongoing budget planning governance and oversight across Brand discretionary spend and cross-LOB shadow budgets including dedicated budgets for creative and research. Track and validate spend across all budget lines assess ROI and ensure financial discipline at every stage.
   
• Financial Reporting & Dashboard Development - Build and maintain detailed reports and dashboards for the CBO CFO CMO and LOBs on a monthly quarterly and ad hoc basis. Develop macros evaluate large datasets and create audience-specific decks that communicate financial and operational insights clearly. Leverage Workfront to build or enhance dashboards tracking resource allocation capacity and campaign planning.
   
• Business Strategy & Performance Tracking - Guide strategic decision-making by developing business cases and tracking performance against goals. Partner with leadership to identify opportunities for cost optimization and operational efficiency across all Brand activities.
  
   
• Contract Invoice & Payment Management - Process and track invoice payments ensuring timely completion through payment tools including ARIBA OPTIMA EXPRESS PAY APX and ICM systems. Partner with sourcing and procurement teams to support retainer negotiations and manage retainer-based engagements.
   
• Process & Operations Management - Drive process improvement and operational efficiencies across Brand activities. Function as a liaison between the Brand Strategy team and brand managers on budget management. Proactively identify and resolve issues impacting Brand operations including day-to-day inquiry management
   
• AI Transformation Support - Collaborate with Brand leadership creative teams and Tech to design process roadmaps supporting the Brands AI transformation initiative. Help establish governance frameworks and assess the financial and operational viability of AI initiatives including Workfront reporting enhancements and a centralized Campaign dashboard. Develop track and report on key metrics and progress ensuring alignment with strategic goals and anticipated ROI. Partner cross-functionally to obtain requirements secure executive approvals and ensure compliance with strategic initiatives.

Qualifications :

• Strong finance or business management background with hands-on experience managing large complex budgets financial analyst experience strongly preferred
• Expert Excel proficiency you can build dashboards write macros and work through large datasets independently and from scratch. This is a hard requirement.
• Experience generating detailed financial and operational reporting for C-suite stakeholders
• Highly organized process-oriented and comfortable managing multiple workstreams simultaneously this role requires someone who is hands-on and willing to do the work not just direct it
• Strong communicator able to present financial data and operational insights to both finance and non-finance audiences
• Familiarity with procurement and payment systems (ARIBA OPTIMA or similar) a strong plus
• Experience with Workfront or comparable project/resource management platforms strongly preferred
• Familiarity with marketing operations campaign planning or agency/retainer management a plus
• Exposure to AI transformation initiatives governance frameworks or process roadmap development a plus
• Proven ability to navigate complex matrixed organizations with minimal oversight
• Exceptional judgment around confidentiality this role manages sensitive information including headcount budget details and transformation activities and discretion is non-negotiable

We are looking for a financial analyst at heart who happens to thrive in a brand environment someone who has managed complex multi-line budgets built reporting infrastructure from the ground up and can walk into a room with the CFO and tell a clear data-backed story. Marketing or agency experience is a plus but financial rigor analytical precision and operational discipline are what matter most here.

Additional Information :

We Are Rosie provides strategic consulting and talent solutions for the marketing industry. We partner with more than 200 of the worlds biggest brands and agencies to help them solve unique marketing challenges with the best people swiftly and at scale. Founded by former advertising executive Stephanie Nadi Olson in 2018 We Are Rosie is on a mission to redefine how marketing works with an inclusive human-centric approach thats better for business and better for marketers. Our company has been recognized as an industry trailblazer and earned many accolades including being named to the 2023 Global Top 100 Inspiring Workplaces the Inc.and Adweeks Fastest Growing Agencies in 2021.
 

We Are Rosie is an equal opportunity employer. We do not discriminate on the basis of race color religion age national origin ancestry physical or mental disability medical condition pregnancy genetic information gender sexual orientation gender identity or expression veteran status marital status or any other status protected under federal state or local law.

Remote Work :

No

Employment Type :

Contract