Financial Analyst (hybrid)

Broadridge Financial Solutions; New York (NY); Hybrid; USD 70,000 - 80,000; Full time

Job summary

Broadridge Financial Solutions in New York City seeks a Financial Analyst for the GSMS Finance team to partner with sales and marketing and drive planning, forecasting, and investment analysis.

The role owns planning and reporting for the Office of the President, builds financial models, and delivers dashboards to guide resource allocation and growth initiatives. 1-3 years in finance, strong communication, and TM1/Oracle/Power BI proficiency required; SQL/Python a plus.

Qualifications

• 1-3 years of relevant experience in finance, FP&A, corporate development, or business partnership roles.
• Experience with budgeting, forecasting, financial modeling, and variance analysis.
• Strong communication skills and the ability to translate complex financial concepts into clear insights.
• Proactive, change-oriented mindset with the ability to drive continuous improvement and transformation.
• Highly collaborative with the ability to influence multiple internal partners in a matrixed environment.
• Results-oriented and resilient, able to work under pressure and manage priorities.
• Systems and tools proficiency: TM1, Oracle, and Power BI required; SQL, Python a plus.

Responsibilities

• Own and manage the Office of the President P&L in addition to supporting GSMS.
• Include global consolidation, performance tracking, and financial governance.
• Serve as a finance business partner to the President of Broadridge.
• Lead the monthly close, variance analysis, and executive-level reporting for Office of the President.
• Develop and maintain financial models to support budgeting, cost allocation, and investment decisions.
• Create collaboration across Finance, Controllership, and Office of the President to deliver insights and analyses.
• Improve financial transparency through dashboards, reporting packages, and KPI development.
• Drive planning, reporting, and governance improvements for Office of the President spend.
• Support ad-hoc analysis for senior leadership, including scenario modeling and long-range planning.

Skills

Finance experience

FP&A

Budgeting

Forecasting

Variance analysis

Communication

Collaboration

SQL

Python

Power BI

TM1

Oracle

Tools

TM1

Oracle

Power BI

SQL

Python

Job description

At Broadridge, we've built a culture where the highest goal is to empower others to accomplish more. If you’re passionate about developing your career, while helping others along the way, come join the Broadridge team. We are building an elite team to drive financial insight and strategy at Broadridge. The Finance team brings understanding and predictability to the company’s core operations, and we work closely with our key business partners to accelerate long-term growth for Broadridge. This is an excellent opportunity for an individual to gain deep knowledge of the Broadridge business, as well as exposure to senior leaders across the organization.

The Financial Analyst, Global Sales Marketing Solution (GSMS) Finance is a strategic and analytical role to support the sales and marketing organization. This role serves as a key finance partner to sales and marketing leaders, leading planning, forecasting, reporting, and investment analysis. The ideal candidate brings strong financial expertise, and understanding of OPEX drivers, and the ability to improve financial transparency. This role owns end-to-end financial strategy, planning, and performance management for Office of the President (OOTP), translating business priorities into data-driven insights that inform investment decisions, resource allocation, and growth initiatives.

Responsibilities

• Own and manage the Office of the President P&L in addition to supporting GSMS.
• Including global consolidation, performance tracking, and financial governance.
• Serve as a supporting finance business partner to the President of Broadridge.
• Lead the monthly close, variance analysis, and executive-level reporting for Office of the President.
• Develop and maintain financial models to support budgeting, cost allocation, and investment decisions.
• Create strong collaboration and partnership across Finance, Controllership, and Office of the President to deliver financial insights, resource allocation guidance, and strategic ad-hoc analyses.
• Improve financial transparency through dashboards, reporting packages, and KPI development.
• Drive process improvements in planning, reporting, and financial governance for Office of the President spend.
• Support ad-hoc analysis for senior leadership, including scenario modeling, cost optimization opportunities, and long-range planning.

This role is considered hybrid, which means you’ll be assigned to Broadridge New York City office and given the flexibility to work remote and meet in person to learn and collaborate as needed.

Qualifications

• 1-3 years of relevant experience in finance, FP&A, corporate development, or business partnership roles.
• Experience with budgeting, forecasting, financial modeling, and variance analysis.
• Strong communication skills, with the ability to translate complex financial concepts into clear, actionable insights.
• Proactive, change-oriented mindset with the ability to drive continuous improvement and transformation.
• Highly collaborative with the ability to influence multiple internal partners to drive results in a matrixed environment.
• Results-oriented and resilient, with the ability to work under pressure, navigate ambiguity and manage competing priorities.
• Strong attention to detail while maintaining a strategic, big-picture perspective.
• Systems and tools proficiency: TM1, Oracle, and Power BI required;
• Knowledge of SQL, Python, and other data analytics tools a plus.

Compensation Range: The salary range for this position is between $70,000-$80,000 USD. Broadridge considers various factors when evaluating a candidate's final salary including, but not limited to, relevant experience, skills, and education.

Bonus Eligibility: Bonus Eligible

Benefits Information: Please visit www.broadridgebenefits.com for more information on our comprehensive benefit offerings.

#LI-PP1 We are dedicated to fostering a collaborative, engaging, and inclusive environment and are committed to providing a workplace that empowers associates to be authentic and bring their best to work. We believe that associates do their best when they feel safe, understood, and valued, and we work diligently and collaboratively to ensure Broadridge is a company—and ultimately a community—that recognizes and celebrates everyone’s unique perspective.

Use of AI in Hiring

As part of the recruiting process, Broadridge may use technology, including artificial intelligence (AI)-based tools, to help review and evaluate applications. These tools are used only to support our recruiters and hiring managers, and all employment decisions include human review to ensure fairness, accuracy, and compliance with applicable laws. Please note that honesty and transparency are critical to our hiring process. Any attempt to falsify, misrepresent, or disguise information in an application, resume, assessment, or interview will result in disqualification from consideration.

US applicants: Click here to view the EEOC "Know Your Rights" poster.

Disability Assistance

We recognize that ensuring our long-term success means creating an environment where everyone is welcome, where everyone's strengths are valued, and where everyone can perform at their best. Broadridge provides equal employment opportunities to all associates and applicants for employment without regard to race, color, religion, sex (including sexual orientation, gender identity or expression, and pregnancy), marital status, national origin, ethnic origin, age, disability, genetic information, military or veteran status, and other protected characteristics protected by applicable federal, state, or local laws. If you need assistance or would like to request reasonable accommodations during the application and/or hiring process, please contact us at 888-237-7769 or by sending an email to [e-mail].

Broadridge Financial Solutions (NYSE: BR) is a global technology leader with trusted expertise and transformative technology, helping clients and the financial services industry operate, innovate, and grow. We power investing, governance, and communications for our clients – driving operational resiliency, elevating business performance, and transforming investor experiences. Our technology and operations platforms process and generate over 7 billion communications annually and underpin the daily average trading of over $15 trillion in equities, fixed income, and other securities globally. A certified Great Place to Work®, Broadridge is part of the S&P 500® Index, employing over 15,000 associates in 21 countries. LinkedIn Facebook Instagram Twitter YouTube Glassdoor The Muse Broadridge is committed to creating an engaging workplace for the most talented associates in our industry. We are dedicated to fostering a collaborative, inclusive, and healthy environment that promotes flexibility and accountability. As a leading provider of technology, communications, and data and analytics solutions to businesses around the world, it is critical that we understand, embrace, and operate in a multicultural environment. Every associate has unique strengths, which, when fully appreciated and embraced, allow individuals to perform at their best, leading to our success. We believe that our associates are our most important asset. Encouraging professional development opportunities is a core part of our culture. Broadridge provides educational opportunities, including formal classes, training programs and events. To enable learning in our hybrid working model, Broadridge has redesigned all development programs for 100% virtual delivery. Our associates have access to 8,500+ online courses covering business, leadership, technical, and function-specific topics through our LinkedIn Learning program.