Senior Finance Strategist — Enterprise Analytics & Insights

Bloomberg; New York (NY); On-site; USD 140,000 - 210,000; Full time

Job summary

Bloomberg is seeking a Senior Financial Specialist to lead the production and delivery of recurring and ad-hoc management reporting. You will collaborate with the broader finance organization to ensure data accuracy and provide insight that informs strategic decisions.

You will develop financial models, dashboards, and KPIs; support planning cycles; and present findings to senior leaders while driving process improvements across Finance and business teams.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, Business, or related field.
• 8-12+ years in general finance across budgeting, reporting, decision support, etc.
• 2–4 years partnering with business leaders and influencing senior stakeholders across the organization.
• Excellent analytical and financial modeling skills, with the ability to synthesize complex information into practical and actionable insights.
• Proficiency with spreadsheets and financial systems; experience building dashboards or using data visualization tools is a plus.
• Clear written and verbal communication skills, including the ability to present financial information to non-finance stakeholders.
• Strong attention to detail, organization, and judgment, with the ability to manage recurring deadlines and ad hoc priorities.

Responsibilities

• Prepare financial analysis and reporting for both recurring and ad-hoc management reporting, providing key stakeholders with insights into the performance of the business.
• Develop, maintain, and improve financial models, dashboards, KPIs, and recurring reports.
• Support monthly, quarterly, and annual planning, forecasting, and reporting cycles for Enterprise Products.
• Analyze financial results, business drivers, and key performance indicators to identify trends, risks, and opportunities.
• Communicate effectively with stakeholders at all levels, including senior leaders, to influence project outcomes and resolve issues.
• Partner with Corporate Finance and Accounting during month-end close and annual budgeting to align actual results, accruals, and forecasts, while coordinating supporting requests through a centralized process.
• Partner with cross-functional business leaders (Product, Sales, Engineering, etc) to manage business relationships and translate financial insights into actionable recommendations.
• Evaluate special projects and business initiatives, including scenario analysis and assessment of financial impact.
• Gain a deep understanding of our workflows; drive process improvement to ensure we are operating as efficiently as possible, including the successful use of technology

Skills

Financial analysis

Financial modeling

Stakeholder management

Excel expertise

Communication skills

Attention to detail

Team collaboration

Education

Bachelor's degree

Tools

SAP

Oracle

PowerPoint

Excel

Job description

Bloomberg is seeking a Senior Financial Specialist to lead the production and delivery of recurring and ad-hoc management reporting. You will collaborate with the broader finance organization to ensure data accuracy and provide insight that informs strategic decisions.

You will develop financial models, dashboards, and KPIs; support planning cycles; and present findings to senior leaders while driving process improvements across Finance and business teams.