Finance Manager, Optimization & Consolidations

Bloomberg Industry Group; Arlington (TX); On-site; USD 120,000 - 140,000; Full time

Job summary

Bloomberg Industry Group in Arlington, TX seeks an FP&A leader to coordinate budgeting, forecasting, and strategic projects across flagship products. You will build schedules, manage cross-functional plans, and maintain financial models and reports to drive spend optimization and business insights.

The role requires 7+ years in FP&A or strategic finance, strong analytics, proficiency in Excel and BI tools, and experience with ERP/PM software.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or related field or equivalent experience.
• 7 years’ direct experience in financial planning and analysis, business analytics, or corporate/strategic finance.
• Experience in program/project management.
• Strong analytical skills with ability to handle large data and summarize findings.
• GAAP knowledge and financial analysis tools (trend/variance).
• Knowledge of PM principles, schedules, and PM tools.
• Ability to coordinate projects independently under tight deadlines.
• Proficiency in Microsoft Office (Excel, PowerPoint).
• Familiarity with PM software (Smartsheet/Asana/MS Project).
• Experience with ERP/MRP systems (Oracle/SAP).
• Experience with workflow/analytic tools (SQL, Tableau, Power BI, Alteryx).
• Salesforce/Workday is a plus.
• Experience in subscription-based business is a plus.

Responsibilities

• Gain financial and operational understanding of the business to deliver end-to-end financials solutions.
• Develop and manage schedules for budget and forecasting cycles across stakeholders.
• Establish and maintain partnerships with key business contacts for end-to-end solutions.
• Maintain structured financial models, reports, templates, and version control.
• Identify opportunities for process improvement and efficiency.
• Develop and maintain documentation for budgeting, forecasting, investments and workflows.
• Drive and manage ad-hoc projects or analyses for strategic initiatives.

Skills

Budgeting & forecasting

Cross-functional collaboration

Data analysis

GAAP knowledge

Excel

Power BI/ Tableau

Project management

ERP/MRP experience

SQL

Workday/ Salesforce

Education

Bachelor’s degree in Finance/Accounting/Economics

Tools

Smartsheet

Asana

MS Project

Excel

Tableau

Power BI

Alteryx

Oracle/SAP

Job description

You will play a pivotal role in continued growth across our flagship products – Bloomberg Law, Bloomberg Tax & Accounting, and Bloomberg Government – acting as a key partner in driving the success of our budgeting and forecasting processes, business optimization initiatives, and strategic projects. You are responsible for coordinating the FP&A operations of the company, handling cross-team team schedules, work plans, and processes.

Primary Responsibilities:

• Gain a financial and operational understanding of the business, including its mission, products, services, clients, initiatives, employees, industry, workflows, etc. to deliver end-to-end financials solutions and support.

• Develop, manage, and communicate comprehensive schedules and timelines for budget and forecasting cycles, ensuring alignment across all stakeholders and cross-functional teams.

• Establish, strengthen, and maintain business partner relationships with key business contacts (both internally and externally) to deliver end-to end solutions and support.

• Establish and maintain a structured organizational system for financial models, reports, templates, and related documents, ensuring version control, accessibility, and accuracy.

• Identify opportunities for process improvement and recommend best practices to increase efficiency.

• Develop, standardize, and maintain detailed process documentation and templates for budgeting, forecasting, investments, and related workflows.

• Drive and manage ad-hoc special projects or analysis for projects and strategic initiatives.

Requirements:

• Bachelor’s degree in Finance, Accounting, Economics, or a related field of study; or equivalent experience.

• 7 years’ direct experience in financial planning & analysis, business analytics, and/or corporate or strategic finance.

• Experience in program/project management.

• Strong analytical skills with the ability to collect, organize, analyze, and disseminate large amounts of data while succinctly summarizing findings.

• Demonstrated knowledge of generally accepted accounting principles (GAAP) and various financial analysis tools, such as trend and variance analyses.

• Proven comprehensive knowledge of Project Management Principles, Process, and Methodologies, including creating and maintaining project schedules and utilization of project management tools.

• Ability to coordinate and execute projects independently, effectively manage time, prioritize tasks and autonomously perform within tight deadlines.

• Fluency in Microsoft Office (Excel, PowerPoint).

• Familiarity with project management software (e.g., Smartsheet, Asana, or MS Project).

• Experience utilizing a large integrated ERP/MRP computer system (e.g., Oracle, SAP).

• Experience with workflow and analysis tools (e.g., SQL, Tableau, Power BI, or Alteryx).

• Proficiency in Salesforce, Workday, or similar systems, a plus.

• Experience working in a subscription-based business, a plus.

Compensation Range:

$120,000.00-$140,000.00

Placement in the salary range will be decided upon completion of the interview process. Salary determination will be determined based on factors including but not limited to relevant experience, demonstrated skills related to the requirements of the role, education, certifications, and geographic location.

Equal Opportunity

Bloomberg Industry Group maintains a continuing policy of non-discrimination in employment. It is Bloomberg Industry Group’s policy to provide equal opportunity and access for all persons, and the Company is committed to attracting, retaining, developing, and promoting the most qualified individuals without regard to age, ancestry, color, gender identity or expression, genetic predisposition or carrier status, marital status, national or ethnic origin, race, religion or belief, sex, sexual orientation, sexual and other reproductive health decisions, parental or caring status, physical or mental disability, pregnancy or maternity/parental leave, protected veteran status, status as a victim of domestic violence, or any other classification protected by applicable law (“Protected Characteristic”). Bloomberg prohibits treating applicants or employees less favorably in connection with the terms and conditions of employment, in all phases of the employment process, because of one or more Protected Characteristics (“Discrimination”).