Financial Planning & Reporting Analyst

Careers at Bloomberg

New York

Posted Jun 28, 2017 - Requisition No. 59226

The Bloomberg Terminal quickly and accurately delivers business and financial information, news and insight around the world to over 315,000 customers worldwide. Our global terminal customers depend on our proprietary high-quality hardware to be able to access our terminal and make critical business decisions. Bloomberg's Supply Chain business is a dynamic global organization, providing support to our terminal internal and external customers through Distribution & Asset Management, Procurement, and Print Services, operating out of 22 locations across 12 countries. We work hand-in-hand with our businesses to support them in achieving success and maintaining efficiency. What does that mean? We procure and distribute the goods and services that Bloomberg needs to do business. We handle any vendor-related risks and deliver the best customer service in the world.

Our global model poses the rare challenge of not just handling hardware in our warehouses, but also in our customer's hands because the Bloomberg terminal is a subscription based service. For example, if a trader's keyboard breaks, our department is responsible to swap the malfunctioning product with a new one as fast as possible - in our major cities this is less than 2 hours - with minimal disruption to their business. We understand urgency, work hard, have commercial acumen and are customer service driven. Our clients internally and externally count on us daily. Our team is tight, but our culture is wide open, where we challenge and support each other's creative ideas to remain first-class.

We pride ourselves on being subject matter authorities. Our Distribution & Asset Management Team handle the full hardware product life-cycle from forecasting and planning, manufacturing, warehousing and distribution, international trade compliance, and quality control. Additionally, we host our own print shops, based in Princeton, London and Hong Kong, servicing our internal businesses globally from printing marketing signage to notebooks and business cards in multiple languages. Our Global Procurement team runs all activities and workflows to procure hardware, software, consulting services and much more for internal lines of business to achieve the maximum value to Bloomberg while also leading supplier contract management and risk controls. Under one umbrella we work together to develop efficient solutions through new technologies and processes to keep up with Bloomberg's dynamic environment and business needs while ensuring the highest level of customer service.

What's the role?

We are seeking a Financial Planning & Reporting Analyst to join our team. In this role you'll support: Warehouse, Logistics, Asset Management, Quality, and Printing. As an integral member of the team, you'll drive reporting, tracking, modelling department-wide capital and operational expenses, conducting monthly capital and operational expense tracking. You'll also be hands-on in business/financial analysis and influence strategic decision making in the department.

We'll trust you to:

  • Support the annual planning process and lead the monthly budget variance analysis
  • Assist in the preparation and development of the annual capital and operational budget - build/maintain the financial budgeting model, assumptions, investigate year over year changes in business drivers, and coordinate with key partners from various departments
  • Prepare monthly financial reporting, analysis, and insight against prior periods, budget, and forecast, highlighting key variances/trends and providing explanations for use by management
  • Present capital and operational budgets / plans to senior management
  • Share monthly dashboard reports with buyers/planners to identify business performance trends and initiate purchase changes when needed
  • Partner with CFO, Supply & Demand Planning, Warehousing, Logistics, Sales, Engineering, Technical Operations and other internal partners to develop and deliver analysis of key financial and operational metrics on ongoing basis
  • Conduct financial and business analysis - interpreting gaps, impacts, workflow requirements and process improvement opportunities
  • Understand business drivers, incorporate relevant financial levers, and prepare data driven recommendations on business strategies with the appropriate levels of detail
  • Manage relationships with Supply Chain management and use expertise to make recommendations on relevant analysis

You'll need to have:

  • 3 - 7 years of experience in a similar FP&A role - exposure to supply chain operations preferred
  • Demonstrated experience in annual planning activities, including but not limited to financial model creation, compilation of various business unit plans, presentation of analyses and final budget requirements
  • Progressive professional experience in tracking budget versus actuals tracking and variance explanation
  • Great analytical skills and creative problem solving, showing ability to collect, organize, analyze and disseminate significant amounts of information with attention to detail and accuracy
  • Expertise in Microsoft Excel and PowerPoint, familiarity with database tools (i.e. SQL, Access) and data visualization tools (i.e. Lumira, Tableau, Qlikview, PowerBI). Demonstrated ability to learn and master new tools quickly
  • Ability to handle multiple projects simultaneously and shift priorities quickly
  • Strong problem-solving skills, troubleshooting, and tracing root causes
  • Ability to build partnerships with cross-functional teams and facilitate interactions with upper management
  • Extraordinary written, verbal, and presentation communication skills with a consistent track record in presenting findings to C-suite executives and other senior management
  • BS/BA in finance, accounting, economics, or other related fields

We'd love to see:

  • Additional relevant experience in embracing and implementing solutions for operational improvements and automation
  • Experience working in a dynamic rapidly changing environment

If this sounds like you: Apply if you think we're a good match. We'll get in touch to let you know what the next steps are.

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

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