Senior Finance Specialist, Enterprise Services (Buy-Side)

Bloomberg; New York (NY); On-site; USD 155,000 - 205,000; Full time

Benefits offered by this job

Comprehensive benefits

Bonus program

401(k) + match

Job summary

Bloomberg in New York seeks a Senior Finance Specialist to support Buy-Side, owning core FP&A activities including budgeting, forecasting, reporting, and long‑range planning. You will partner with Buy-Side leadership to drive financial insight and strategic recommendations.

You will also collaborate across Product, Sales, Engineering, and Accounting to build models, dashboards, and KPI‑driven insights that elevate profitability and decision making.

Qualifications

• 10+ years of finance experience with FP&A focus.
• Experience partnering with and influencing senior leaders.
• Strong analytical and financial modeling capabilities with large datasets.
• Advanced proficiency in Excel and PowerPoint; experience with SAP or Oracle.

Responsibilities

• Own FP&A activities including P&L management, budgeting, forecasting, monthly and quarterly performance analysis, management reporting, and long-range planning.
• Serve as a strategic finance partner to Buy-Side leadership, providing financial insight, constructive challenge, and recommendations.
• Develop understanding of the business, its financial and operational drivers, to connect activity to performance and profitability.
• Synthesize complex data into executive narratives and recommendations for senior leadership.
• Partner with Product and Sales on pricing, client economics, investments and growth opportunities.
• Own ambiguous business questions from definition through analysis, recommendation and execution.
• Develop and improve financial models, dashboards, KPIs, and reporting for better decision-making.
• Collaborate across Product, Sales, Engineering, Accounting, and Finance to maintain financial accuracy.

Skills

FP&A leadership

Budgeting & forecasting

Management reporting

Financial modeling

Strategic partnership with seniorLea​d

Data analysis

Excel & PowerPoint

SAP experience

Education

Bachelor’s degree in Finance/Accounting/Economics/Business

Tools

SAP

Oracle

Tableau

Qlik

Job description

Senior Finance Specialist, Enterprise Services (Buy-Side)

Location

New York

Business Area

Accounting and Finance

Ref #

10054633

Description & Requirements

The energy of a newsroom, the pace of a trading floor, the buzz of a recent tech breakthrough; we work hard, and we work fast - while keeping up the quality and accuracy we're known for. It's what keeps us inventing and reinventing, all the time. Our culture is wide open, just like our spaces. We bring out the best in each other through collaboration. Through our countless volunteer projects, we also help network with the communities around us, too. You can do amazing work here. Work you couldn't do anywhere else. It's up to you to make it happen.

Bloomberg is a global leader in business and financial information, news and insight. Our customers around the world rely on Bloomberg for the data, technology, and tools they need to make investment decisions and operate across the financial markets.

Our Global Finance organization partners with Bloomberg’s businesses to provide financial oversight, insight, and thought leadership. We help business leaders understand performance, evaluate opportunities and tradeoffs, and make informed strategic decisions.

We are seeking a Senior Finance Specialist to support Bloomberg’s Buy‑Side business. This role combines ownership of core FP&A activities with strategic and commercial finance partnership to senior business leaders. You will be responsible for understanding and managing the financial performance of the business, leading planning and forecasting, and translating financial and operational data into insights that inform business decisions.

The ideal candidate combines strong FP&A fundamentals with strategic thinking and commercial judgment. You should be equally comfortable owning the financial performance of the business, diving into complex data, and partnering with senior leaders on open-ended strategic and commercial questions. We are looking for someone who is intellectually curious, takes initiative, develops a point of view, and can communicate it succinctly. You will be expected to operate with a high degree of independence and drive work from problem identification through recommendation and execution.

We’ll Trust You To:

• Own core FP&A activities for the Buy‑Side business, including P&L management, budgeting, forecasting, monthly and quarterly performance analysis, management reporting, and long‑range planning.
• Serve as a strategic finance partner to Buy‑Side leadership, providing financial insight, constructive challenge, and recommendations to support key business decisions.
• Develop a deep understanding of the business, its financial and operational drivers, and the broader market to connect business activity to financial performance and identify opportunities for growth and improved profitability.
• Synthesize complex financial and operational data into a clear point of view on business performance, risks, and opportunities, translating analysis into succinct, actionable recommendations for senior leadership.
• Partner with Product and Sales leadership on commercial and strategic decisions, developing financial models and business cases to evaluate pricing, client economics, investments, and growth opportunities.
• Take ownership of ambiguous and open‑ended business questions, bringing structure to problems and driving work end‑to‑end from problem definition through analysis, recommendation, and execution.
• Develop and continuously improve financial models, dashboards, KPIs, and reporting to provide greater visibility into business performance and support better decision‑making.
• Partner cross‑functionally across Product, Sales, Engineering, Accounting, and Finance while maintaining a high standard of financial accuracy and proactively identifying opportunities to simplify, automate, and improve existing processes.

You’ll Need to Have:

• Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field, or equivalent professional experience.
• 10+ years of finance experience, with strong experience across FP&A activities including budgeting, forecasting, management reporting, financial modeling, and decision support.
• Demonstrated experience partnering with and influencing senior business leaders.
• Strong analytical and financial modeling capabilities, with the ability to work with large and complex datasets while identifying the insights that matter.
• A strategic and commercial mindset, with the ability to connect financial analysis to broader business objectives.
• A proactive, ownership‑oriented approach, with demonstrated ability to identify what needs to be done, operate with limited direction, and drive work through completion.
• Ability to operate effectively in ambiguous and fast‑moving environments, bringing structure and clarity to open‑ended problems.
• Excellent written and verbal communication skills, with the ability to synthesize complex information into succinct, executive‑level narratives and recommendations.
• Strong judgment, attention to detail, and organizational skills, with the ability to balance recurring FP&A responsibilities with strategic and ad hoc priorities.
• Advanced proficiency in Excel and PowerPoint and experience working with enterprise financial systems such as SAP or Oracle.

We’d Love to See:

• Experience within financial services, financial technology, enterprise software, or a financial data provider.
• Experience supporting a business with a recurring revenue or subscription‑based commercial model.
• Experience with data visualization and analytics tools such as Qlik or Tableau.
• Familiarity with Bloomberg products, the Bloomberg Terminal, or the institutional Buy‑Side landscape.
• A high level of intellectual curiosity and a desire to understand not just what is happening in the financials, but why it is happening and what the business should do about it.

Salary Range = 155,000-205,000 USD Annual+ Benefits + Bonus

The referenced salary range is based on the Company's good faith belief at the time of posting. Actual compensation may vary based on factors such as geographic location, work experience, market conditions, education/training and skill level.

We offer one of the most comprehensive and generous benefits plans available and offer a range of total rewards that may include merit increases, incentive compensation (exempt roles only), paid holidays, paid time off, medical, dental, vision, short and long term disability benefits, 401(k) +match, life insurance, and various wellness programs, among others. The Company does not provide benefits directly to contingent workers/contractors and interns.

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