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    Financial Specialist - New York, United States - Bloomberg

    Bloomberg
    Bloomberg New York, United States

    3 weeks ago

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    Description
    Financial Specialist - Capital & Liquidity (CFO Regulated Entities) - Finance & Administration

    New York, NY

    Posted Mar 8, Requisition No


    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 we're known for.

    It's 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 couldn't do anywhere else. It's up to you to make it happen.

    What's the role?


    At Bloomberg Finance we are committed to providing extraordinary support to our business partners by providing insight on business performance, financial oversight and thought leadership.


    We are currently seeking a Capital and Liquidity Senior Specialist in the Enterprise Products division to support the CFO Regulated Entity group.

    The team provides critical accounting and financial services to Bloomberg's electronic trading platform regulated entities.

    As a member of this team, you will have the opportunity to perform a unique blend of accounting and reporting functions for a fast-paced and cutting-edge business.


    We'll trust you to:
    Assist in the preparation and documentation of capital planning and liquidity forecasting analysis including (1) stress testing, (2) business model and risk framework alignment, (3) recovery and wind-down planning, (4) harms analysis, (5) governance and (6) related documentation for both UK and Netherlands Multilateral Trade Facilities (MTFs):

    Investment Firm Prudential Regime (IFPR) for a Non-SNI firm under MIFIDPRU; including own funds requirement / Overall Financial Adequacy Rule (OFAR) compliance

    Well versed in the UK Companies Act 2006 ("Companies Act"), FCA Handbook (MIFID PRU - prudential sourcebook for MiFID Investment Firms)

    Review and analysis of the Hong Kong Monetary Authority (HKMA) Return on Information Part II (A) & (B) ROI

    ICAAP for a Class 2 Firm under Investment Firm Regulation (IFR) and Investment Firm Directive (IFD)

    Well versed in regulations:
    Netherlands Authority for Financial Markets ("AFM"), De Nederlandsche Bank ("DNB"), European Securities and Markets Authority ("ESMA").

    Review quarterly/semi-annual/annual regulatory reports that are filed with the regulatory bodies in US or foreign jurisdictions including:

    Review of MiFID Regulatory Reporting for a Multilateral Trade Facility (MTF) / MIFID investment firm including the following FCA returns / report filings:

    ICARA, capital, liquidity, monitoring metrics, and remuneration reporting, balance sheet, income statement and client money and client asset

    Regulatory reporting review:
    (1) IFREP (e.g., owned funds, fixed overheard requirements), (2) FINREP (e.g., Balance Sheet and P&L), (3) MESREP (e.g., other A/R and A/P)

    Develop processes and approach to keep up-to-date and implement upcoming changes to regulations (e.g., DORA, Reg SCI, Reg ATS)

    Communicate and collaborate with various business partners which includes Risk, Compliance, Regulatory Controllers, FP&A and other accounting and tax teams

    Prepare quarterly stress testing and capital forecasting

    Monitor and report on intercompany agreements to ensure agreements are in line with business growth and expectations

    Identify and implement process improvements to build efficiencies and strengthened internal controls for Regulatory Finance

    Enhance policy and procedure documentation and develop regulatory training

    Oversight assistance of monthly reporting and control processes for multiple legal entities including variance analysis, revenue monitoring and reporting and board packs

    Oversight of the annual external audit, regulatory audits and the annual and quarterly financial statement preparation and issuance (US GAAP and IFRS)


    You'll need to have:
    7+ years of experience in financial analysis

    A BA/BS in Finance or related field

    Ability to identify problems, understand the root cause, make recommendations and drive to a solution

    Strong analytical and critical thinking skills

    Excellent communication skills with the ability to influence outcomes of issues and projects

    Experience carrying out complex work with autonomy and make decisions within scope of responsibilities

    Team player who can work across multiple departments and levels within the company


    We'd love to see:
    Bachelors in Accounting; MBA/CPA/CFA/CIMA

    Proven experience in MiFID regulatory reporting, statutory reporting, and financial planning & analysis within the financial services industry

    Knowledge of broker dealer, MTF, ATS, APA or ARM or any regulated industry.

    Regulated entity reporting, capital and liquidity management

    Demonstrable ability to communicate with Front Office and Senior Managers within the organization; including legal Entity Board pack preparation and presentation

    Experience working with product, compliance and legal departments in the implementation of Regulatory policy

    Strong interpersonal, written and verbal communication skills

    Ability to produce quality materials within tight timeframes and simultaneously manage several projects

    Strong organizational skills and ability to prioritize multiple tasks

    Experience with SAP, Business Warehouse, Hyperion, Microsoft SharePoint

    Team player with ability to deal with changing priorities

    Does this sound like you?

    Apply if you think we're a good match.

    We'll get in touch to let you know that the next steps are, but in the meantime feel free to have a look at:

    Bloomberg is an equal opportunity employer and we value diversity at our company.

    We do not discriminate on the basis of age, ancestry, color, gender identity or expression, genetic predisposition or carrier status, marital status, national or ethnic origin, race, religion or belief, sex, sexual orientation, sexual and other reproductive health decisions, parental or caring status, physical or mental disability, pregnancy or maternity/parental leave, protected veteran status, status as a victim of domestic violence, or any other classification protected by applicable law.

    Bloomberg provides reasonable adjustment/accommodation to qualified individuals with disabilities. Please tell us if you require a reasonable adjustment/accommodation to apply for a job or to perform your job.

    Examples of reasonable adjustment/accommodation include but are not limited to making a change to the application process or work procedures, providing documents in an alternate format, using a sign language interpreter, or using specialized equipment.

    If you would prefer to discuss this confidentially, please email AMER (Americas), EMEA (Europe, the Middle East and Africa), or (Asia-Pacific), based on the region you are submitting an application for.

    Salary Range: 155, ,000 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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