Senior Financial Analyst - Marketing Finance

Bloomberg; 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

Location

New York

Business Area

Accounting and Finance

Ref #

10054823

Description & Requirements

About the Role We are seeking an experienced finance professional to support Bloomberg's Marketing organization, with a primary focus on Advertising & Marketing (A&M) expense management and financial planning. This role will serve as a key finance partner to Marketing managers, supporting project budgeting, forecasting, and financial outlooks while providing insight into spend, trends, risks, and opportunities. The role will also have hands‑on responsibility for the monthly close process and ensuring the accuracy and integrity of Marketing financial results. The ideal candidate combines strong FP&A experience and financial acumen with attention to detail, an ownership mindset, and strong relationship‑building skills. This individual should be equally comfortable managing the details of financial processes and partnering with the business to understand priorities, challenge assumptions, and provide thoughtful financial guidance.

Key Responsibilities

• Partner closely with Marketing managers to develop project budgets, forecasts, and financial outlooks across Advertising & Marketing spend.
• Manage A&M budgeting and forecasting, developing a strong understanding of Marketing initiatives, spending plans, commitments, and key financial drivers.
• Own the monthly close process for A&M expenses, including accruals, reclasses, and other adjustments necessary to ensure accurate financial reporting.
• Analyze actual spend against budget and forecast, identifying and communicating key variances, trends, risks, and opportunities.
• Support periodic forecasts and the annual operating plan (AOP), working with Marketing stakeholders to develop assumptions and maintain an informed view of the expense outlook.
• Maintain and manage Marketing cost center structures and hierarchies to support accurate financial reporting, planning, and controls.
• Develop clear, executive‑ready reporting and analysis that provides visibility into Marketing spend, financial performance, and key takeaways.
• Partner across Marketing, Finance, Accounting, and other cross‑functional teams to resolve financial issues and ensure appropriate accounting and reporting of Marketing expenses.
• Develop and maintain financial models and analyses to support resource allocation, project evaluation, and other business decisions.
• Proactively identify opportunities to improve and automate financial reporting, forecasting, close, and planning processes.
• Develop and evolve ROI analysis across Marketing channels, in partnership with Marketing stakeholders, to assess the effectiveness and impact of investments, helping drive future resource allocation decisions.

Qualifications & Experience

• Bachelor's degree in Finance, Accounting, Economics, or a related field.
• Minimum 5 years of relevant finance experience, with demonstrated hands‑on experience in 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 directly 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.
• High attention to detail with a strong sense of ownership, accountability, and follow‑through.
• Strong communication and relationship‑building skills, with the ability to work effectively across Finance and non‑Finance stakeholders.
• Advanced proficiency in Microsoft Excel and PowerPoint, with experience using enterprise financial systems such as SAP, Oracle, EPM, or similar platforms.

Key Attributes

• Hands‑on finance professional with a strong ownership and execution mindset.
• Collaborative business partner who builds effective relationships and credibility with stakeholders.
• Financially disciplined and detail‑oriented, with the ability to connect detailed financial activity to broader business priorities.
• Comfortable challenging assumptions, asking thoughtful questions, and bringing an independent financial perspective.
• Proactive and solutions‑oriented, with the ability to identify issues and drive them through resolution.
• Comfortable operating in a fast‑paced environment and balancing recurring financial responsibilities with evolving business needs.
• Process‑minded, with an interest in leveraging systems, data, and automation to improve financial management.

Salary Range = 110,000-150,000 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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