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Bloomberg · 1 month ago

Technology Finance - Transformation Team lead

New York, NY

Full-time

Hybrid

Senior Level, Lead/Staff

$160K/yr - $235K/yr

10+ years exp

Bloomberg is a leading company in finance and technology, known for its fast-paced and innovative environment. They are seeking a Finance Transformation Team Lead to modernize finance processes and enhance decision-making through analytics and automation.

AnalyticsBusiness Information SystemsFinancial ServicesInformation ServicesNews

Comp. & Benefits

H1B Sponsor Likely

Responsibilities

Take a product management approach and own the vision and roadmap for transformation opportunities and tooling at Engineering & CTO Finance

Drive adoption & enablement: publish release notes, how-to guides, and short training; ensure dashboards and tools are intuitive and self-serve

Run transformation program governance: define roadmaps, OKRs, and success metrics; run steering routines; surface risks/mitigations; ensure adoption through training and clear documentation

Represent Engineering & CTO Finance on firmwide transformation programs working closely with the stakeholders

Turn data into decision and action-ready insights: frame choices, quantifying trade-offs, and recommend actions for CFOs and business leaders—while modernizing reporting and allocations through automation

Automate and create efficiencies for periodic reporting and analysis to create operating leverage and free capacity for strategic support

Create efficiencies in cross-functional and inter-department reporting: automate and streamline recurring work using tools like Alteryx; design robust data models and taxonomies in close partnership with stakeholders

Automate and bring transparency to Engineering and CTO allocations by analyzing and breaking down current processes and creating lineage reporting for allocations from senders to receivers; challenge methodologies and improve for stronger financial compliance

Qualification

Finance transformation experienceProcess automation expertiseData modeling skillsStakeholder managementAlteryx proficiencyTableau proficiencyFinancial planning analysisCommunication skillsCollaboration skillsProblem-solving skills

Required

10+ years of relevant experience in finance and/or technology within complex organizations

Bachelor's degree (preferably in finance, engineering, or math)

Demonstrated transformation or product management experience

A systems thinker with a builder's bias—comfortable moving between architecture, data, and process details

Proven process automation & BI expertise; experience with Alteryx and/or Tableau (or similar), and comfort with data modeling and taxonomy design

A strong sense for UX in dashboards/tools—able to simplify complex models into decision-ready views

Exceptional communication and stakeholder management; confident presenting to CFOs and business leaders and translating technical details into clear decisions

Solid grasp of engineering financial planning/analysis, allocations, and cost drivers

A track record of building repeatable, controlled processes with documentation, testing, and change control

High ownership, crisp prioritization, and a strong sense of where automation and standardization create leverage

Ability to collaborate across the organization to align on outcomes and the roadmap

Preferred

Flexibility to work in an entrepreneurial and fast-moving environment

Familiarity with the Bloomberg Terminal

Benefits

Medical

Dental

Vision

Short and long term disability benefits

401(k) +match

Life insurance

Various wellness programs

Company

Bloomberg

Glassdoor4.1

Bloomberg provides news, data, analytics, and communication services for the global business and financial world.

Founded in 1981

New York, New York, USA

10001+ employees

http://www.bloomberg.com

H1B Sponsorship

Bloomberg has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (496)

2024 (382)

2023 (363)

2022 (426)

2021 (442)

2020 (588)