Strategic Finance Specialist – Terminal Business – Finance & Administration

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 for which we are known. It is 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 could not do anywhere else. It is up to you to make it happen.

What’s the role?

At Bloomberg Finance we are committed to providing world-class support to our business partners by providing insight on business performance, financial oversight and thought leadership. We are looking for a strategic finance specialist to join our larger finance team supporting the Terminal Business and the Core Product organization. You will be responsible for using our extensive data sources to provide solutions to urgent business questions, financial / operational insight, and reporting. Additionally, you will have the unique opportunity to deliver a blend of financial and operational analysis, financial modeling, reporting and senior management support to help develop clear, actionable strategic analyses and competitive differentiation plans and processes. Your ability to develop relationships with stakeholders across the organization and strong analytical and communication skills will help you be successful in this role!

The Finance team provides critical financial advisory to the product teams in support of the business. As a member of this team, you will have the opportunity to deliver a unique blend of financial and operational analysis, financial modeling, reporting and senior management support for a fast-paced and pioneering technology based financial services business.

We’ll trust you to:

Business Planning and Strategy Development

• Support the development and performance tracking of business plans and strategic initiatives.
• Contribute to the formulation of commercial strategies through market research, competitive analysis, and trend forecasting.
• Collaborate on the creation of quarterly financial updates, annual operating plans (AOP), and other executive-level planning materials.

Financial Modeling and Analysis

• Build and maintain product pricing models, revenue forecasts, and cost analysis.
• Develop quantitative financial models to guide business decisions and identify opportunities.
• Conduct research and perform competitor analyses to support strategic positioning and market entry evaluations.

Market and Industry Intelligence

• Develop a deep understanding of Bloomberg’s products, customers, competitive environment, and emerging industry trends.
• Synthesize market intelligence into actionable insights that support business innovation and strategic evolution.

KPI Development and Monitoring

• Design, implement, and maintain key performance indicators (KPIs) and other business performance metrics
• Analyze operational data and report on business health and performance against targets

Financial Planning & Analysis (FP&A)

• Manage FP&A activities in accordance with corporate standards and timelines.
• Ensure adherence to financial governance and compliance with organizational processes.
• Oversee headcount planning, resource allocation, and associated reporting.
• Provide insights into workforce optimization and cost-efficiency across business units.

Executive Engagement

• Prepare high-impact presentations for the Board and Management Committee.
• Deliver insights and recommendations that inform executive-level decisions and drive long-term strategy.

AI and Innovation Support

• Contribute to change management and innovation initiatives by identifying opportunities to leverage AI technologies.
• Promote a culture of continuous improvement by supporting digital transformation efforts.

You’ll need to have:

• 6+ years of experience in Big 4 accounting, investment banking, management consulting, private equity, corporate strategy or related fields
• BA/BS in Finance or related field
• Ability to identify problems, understand the root cause, make recommendations and drive to a solution
• Strong analytical, problem-solving, and financial modeling skills
• Solid foundation of finance/accounting concepts and principles
• Exceptional communication skills with the ability to influence outcomes of issues and projects
• Team player who can work across multiple departments and levels within the company
• Advanced user of MS Excel, PowerPoint, Word, and Business Intelligence tools

We’d love to see:

• CPA, CFA or similar accreditation
• Experience carrying out complex work with autonomy and make decisions within scope of responsibilities
• High level of intellectual curiosity and the desire to learn

Salary Range = 155000 – 205000 USD Annually + 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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