Marketing FP&A Lead: Budgeting, Forecasting & Close

Bloomberg New Energy Finance Corporation; New York (NY); On-site; USD 110,000 - 150,000; Full time

Benefits offered by this job

Comprehensive benefits package

401(k) with company match

Paid holidays and paid time off

Job summary

Bloomberg is seeking an experienced finance professional to support the Marketing organization, focusing on Advertising & Marketing expense management, budgeting, forecasting, and close. You will partner with Marketing managers to provide financial insight and guidance.

You will own the monthly close for A&M, develop executive-ready reporting, and build models to evaluate ROI across channels. Strong communication and cross-functional collaboration are essential.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or a related field.
• Minimum 5 years of relevant finance experience, with hands-on FP&A, expense management, budgeting, forecasting, or financial reporting.
• Strong understanding of financial planning and monthly close processes, including accruals, reclasses, variance analysis, and expense recognition.
• Demonstrated experience partnering with business stakeholders to develop budgets, understand spending plans, and manage financial outlooks.
• Strong analytical and critical thinking skills, with the ability to analyze financial data, identify key drivers, and develop actionable insights.
• Ability to work independently, manage multiple priorities, and deliver high-quality work within recurring financial deadlines.

Responsibilities

• Partner closely with Marketing managers to develop budgets, forecasts, and financial outlooks across Advertising & Marketing spend.
• Manage A&M budgeting and forecasting, developing an understanding of Marketing initiatives, spending plans, commitments, and key financial drivers.
• Own the monthly close process for A&M expenses, including accruals, reclasses, and adjustments for accurate reporting.
• Analyze actual spend against budget and forecast, identifying variances, trends, risks, and opportunities.
• Support periodic forecasts and the annual operating plan (AOP) with Marketing stakeholders to maintain an informed expense outlook.
• Maintain Marketing cost center structures and hierarchies for accurate reporting and controls.
• Develop executive-ready reporting and analysis that provides visibility into Marketing spend and performance.
• Partner across Marketing, Finance, Accounting, and other teams to resolve financial issues and ensure proper accounting and reporting.
• Develop and maintain financial models to support resource allocation and project evaluation.
• Identify opportunities to automate financial reporting, forecasting, close, and planning processes.
• Develop and evolve ROI analysis across Marketing channels to guide future resource allocation.

Skills

Analytical thinking

Critical thinking

Communication

Relationship-building

Attention to detail

Education

Bachelor's degree in Finance, Accounting, Economics, or a related field

Tools

Microsoft Excel

PowerPoint

SAP

Oracle

EPM

Job description

Bloomberg is seeking an experienced finance professional to support the Marketing organization, focusing on Advertising & Marketing expense management, budgeting, forecasting, and close. You will partner with Marketing managers to provide financial insight and guidance.

You will own the monthly close for A&M, develop executive-ready reporting, and build models to evaluate ROI across channels. Strong communication and cross-functional collaboration are essential.