Bloomberg

Senior Financial Specialist, Enterprise Products (Sell Side)

Bloomberg • $155K — $205K *
Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Finance, Accounting, Economics, Business, or related field, or equivalent experience.
  • 8-12+ years in general finance, covering budgeting, management reporting, and decision support.
  • 2-4 years of experience influencing senior stakeholders and partnering with business leaders.
  • Excellent analytical and financial modeling skills for synthesizing complex information.
  • Proficiency in spreadsheets and financial systems; experience with dashboards or data visualization tools is a plus.
  • Strong written and verbal communication skills for presenting financial data to non-finance stakeholders.
  • Collaborative mindset with the ability to build relationships across Finance, Accounting, and business teams.

Responsibilities

  • Prepare financial analysis and reporting for management, providing insights into business performance.
  • Develop and improve financial models, dashboards, KPIs, and recurring reports.
  • Support planning, forecasting, and reporting cycles for Enterprise Products.
  • Analyze financial results and key performance indicators to identify trends and opportunities.
  • Communicate effectively with stakeholders, including senior leaders, to influence outcomes.
  • Partner with Corporate Finance and Accounting during month-end close and budgeting processes.
  • Evaluate special projects and business initiatives, including financial impact assessments.

Benefits

  • Comprehensive and generous benefits plan including medical, dental, and vision coverage.
  • Paid holidays and time off to support work-life balance.
  • 401(k) plan with company match to support retirement savings.
  • Short and long-term disability benefits for financial security.
  • Life insurance and various wellness programs to promote employee health.
Full Job Description
Senior Financial Specialist, Enterprise Products (Sell Side)

Location

New York

Business Area

Accounting and Finance

Ref #

10054083

Description & Requirements

What's the role?

Bloomberg is a global leader in business and financial information, news and insight and we use innovative technology to deliver trusted data and bring transparency to the financial markets. Our customers around the globe rely on us for the information and tools they need to make official investment decisions and remain connected across all sides of the financial community.

Our Global Finance organization provides financial analytics and insights to our business leaders. The Corporate Finance organization reports on the performance of the business and provides analysis to various stakeholders to guide key decisions. Our team provides our leaders with key drivers and considerations, as they execute their strategy and the daily operations.

As a Senior Financial Specialist, you will be responsible for the production and delivery of both recurring and ad-hoc management reporting and analysis. You will work in collaboration with the broader finance organization (Corporate Finance, Accounting, Tax, etc.) to ensure our data and reporting provide an accurate and insightful view of the business. You will also partner with internal stakeholders, prepare and analyze financial information (including budgets, forecasts, and other management reporting), and present findings to senior leaders to drive strategy and make better decisions.

We'll trust you with:
• 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

You'll need to have:
• Bachelor's degree in Finance, Accounting, Economics, Business, or a related field, or equivalent professional experience.
• 8-12+ years of experience in general finance, working across core financial activities (budgeting, management reporting, decision support, etc.)
• 2-4 years of experience 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.
• A collaborative mindset and the ability to build productive relationships across Finance, Accounting, and business teams.
• Experience with financial systems (i.e. SAP, Oracle). Advanced proficiency in Microsoft Office Suite, with exceptional expertise in Excel and PowerPoint

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.

About Bloomberg

Bloomberg L.P. is a privately held financial, software, data, and media company headquartered in Midtown Manhattan, New York City. It was founded by Michael Bloomberg in 1981, with the help of Thomas Secunda, Duncan MacMillan, Charles Zegar, and a 12% ownership investment by Merrill Lynch. Bloomberg L.P. provides financial software tools and enterprise applications such as analytics and equity trading platform, data services, and news to financial companies and organizations through the Bloomberg Terminal (via its Bloomberg Professional Service), its core revenue-generating product. Bloomberg L.P. also includes a wire service (Bloomberg News), a global television network (Bloomberg Television), digital websites, a radio station (WBBR), subscription-only newsletters, and three magazines: Bloomberg Businessweek, Bloomberg Markets, and Bloomberg Pursuits.
Learn more about Bloomberg
Size
20,000 employees
Industry
Founded
1981

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