Search Jobs

Marketing Finance Operations Specialist

New York, NY 10012

Posted: 06/23/2026 Industry: Other Job Number: 144676

Job Description


Marketing Finance Operations Specialist to support the Marketing organization through ownership of financial operations, budget management, and cross-functional coordination. This individual will serve as the primary liaison between Marketing, Finance, Procurement, Accounts Payable, and Agency partners, ensuring efficient management of purchase orders, invoices, budgets, and payment processes.

The ideal candidate thrives in a fast-paced environment, takes ownership of problem-solving, and continuously looks for opportunities to improve processes and increase operational efficiency.

Key Responsibilities

Financial Operations & Budget Management
  • Serve as the primary Finance Operations contact for the Marketing organization – inclusive of Paid Media, Earned & Owned and the internal Creative team.
    • Own the end-to-end management of purchase orders, including setup, maintenance, tracking, and annual PO creation for marketing programs, agencies, consultants, and vendors.
    • Manage invoice processing, reconciliation, and payment follow-up to ensure timely and accurate financial transactions.
    • Track budgets, accruals, commitments, and spend against approved plans, providing visibility into budget performance and potential risks.
    • Maintain accurate financial records and supporting documentation.

Agency & Media Financial Management
  • Manage financial operations for all paid media (national and retailer media), creative, and agency partners, including PO management, invoice reconciliation, and budget tracking.
  • Review and reconcile media invoices against approved plans, contracts, and purchase orders to ensure billing accuracy.
  • Monitor agency spend and identify discrepancies, risks, or overages, driving timely resolution.
  • Support monthly and quarterly budget reconciliation, accrual management, and spend forecasting activities.

Cross-Functional Partnership & Issue Resolution
  • Partner closely with Marketing, Finance, Procurement, Accounts Payable, and agency partners to ensure smooth financial operations.
  • Lead resolution of PO, invoice, payment, and vendor-related issues by coordinating across stakeholders and driving issues to completion.
  • Participate in regular finance and budget review meetings, providing updates on spend, open issues, and process improvements.
  • Serve as a trusted resource for financial processes, policies, and operational guidance.

Process Improvement
  • Identify opportunities to streamline financial workflows, improve visibility, and reduce manual effort.
  • Lead root-cause analysis of recurring issues and implement sustainable solutions.
  • Develop reporting, tracking tools, and process documentation to improve efficiency, compliance, and budget transparency.
  • Recommend and implement scalable improvements that support evolving business needs.

Qualifications

Required
  • 5+ years of experience in finance operations, accounting support, procurement operations, business operations, or a related field.
  • Experience managing purchase orders, invoices, budget tracking, accruals, and financial reconciliations.
  • Experience working directly with media, creative, digital, or marketing agencies.
  • Hands-on experience managing media invoices, agency billing, and spend reconciliation processes.
  • Strong understanding of marketing and media spend categories, including paid media, agency retainers, production, and consulting services.
  • Demonstrated ability to identify discrepancies, solve problems, and drive resolution across multiple stakeholders.
  • Strong analytical, organizational, and problem-solving skills.
  • Advanced proficiency in Microsoft Excel and financial reporting/tracking tools.
  • Ability to manage multiple priorities independently in a fast-paced environment.
  • Experience supporting marketing organizations within consumer-packaged goods (CPG), retail, or related industries.
  • Familiarity with SAP or similar procurement and financial systems.
  • Experience with budget planning, forecasting, accrual management, and financial reporting.
  • Familiarity with media buying processes, agency compensation models, and media reconciliations.

Success Factors
  • Takes ownership and drives issues through resolution.
  • Builds strong relationships and collaborates effectively across functions.
  • Identifies process improvement opportunities and implements practical solutions.
  • Creates structure, accountability, and visibility in complex financial processes.
  • Demonstrates strong attention to detail, follow-through, and accountability.

Additional Information

Envision, LLC is proud to be an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, protected veteran status, or disability status.

Meet Your Recruiter

Matt Ruder
Sr. Technical Recruiter

Matt has been a Technical Recruiter since 2011. He is passionate about technology and how it impacts people's lives. He loves helping people find better opportunities that they are excited about and will set them up for success in their careers.

Matt enjoys golfing and cooking food on his smoker.

Apply Online

Send an email reminder to:

Share This Job:

Related Jobs:

Login to save this search and get notified of similar positions.

About New York, NY

Discover exciting job opportunities in the vibrant area around New York, New York! With its iconic skyline, diverse cultural scene, and endless career growth prospects, the Big Apple and its surroundings promise an unparalleled work-life experience. Nestled between Broadway theaters, world-class art galleries like The Metropolitan Museum of Art, and globally renowned cuisine spots in Little Italy and Chinatown, finding your dream job in New York is your gateway to thriving in a city that never sleeps. Embrace the energy of Times Square, catch a game with the Yankees at Yankee Stadium, or unwind in the serenity of Central Park. Explore our job listings today and unlock your potential in the heart of opportunity.