Finance Manager, Optimization & Consolidations

Bloomberg BNA; Arlington (TX); On-site; USD 80,000 - 120,000; Full time

Job summary

Bloomberg BNA in Arlington, Texas is seeking a pivotal role in Financial Planning & Analysis (FP&A). You will coordinate operations and drive budgeting and forecasting to support strategic projects across their flagship products.

The ideal candidate possesses a Bachelor’s degree in Finance or a related field and 7 years of relevant experience, with strong analytical skills and proficiency in Microsoft Excel. Familiarity with project management tools is essential, and knowledge of ERP systems is a plus.

Qualifications

• 7 years’ direct experience in financial planning & analysis or corporate finance.
• Strong analytical skills to organize and analyze large datasets.
• Fluency in Microsoft Office, particularly Excel.

Responsibilities

• Coordinate the FP&A operations of the company.
• Develop, manage, and communicate schedules for budgeting cycles.
• Drive ad-hoc special projects or analysis.

Skills

Financial planning & analysis

Analytical skills

Project management

Microsoft Excel

SAP

Education

Bachelor’s degree in Finance, Accounting, or related field

Tools

SQL

Tableau

Power BI

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 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 financial 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.

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”).