Hybrid FP&A Lead for Engineering & Tech

Broadridge Financial Solutions; Northern, New York (KY, NY); Hybrid; USD 75,000 - 85,000; Full time

Benefits offered by this job

Bonus eligible

Job summary

Broadridge Financial Solutions is seeking a Senior Financial Analyst to lead financial planning, forecasting, and strategic decision support across the segment's technology and engineering organization. This is a hybrid role, requiring 2 days in the office, with high-visibility exposure to senior management.

You will own end-to-end planning processes, drive automation, and deliver insights to Engineering, Technology, and Finance leadership, partnering with cross-functional teams to improve

Qualifications

• 3–5+ years of FP&A or corporate finance experience, including leadership of complex planning processes.
• Advanced financial modeling, forecasting, and analytical skills.
• Strong Excel skills and proficiency with FP&A tools and reporting systems (TM1, Anaplan, or similar).
• Experience with Power BI or other data visualization tools.
• Experience supporting technology, engineering, cloud, infrastructure, or software organizations is preferred.

Responsibilities

• Review and present consolidated monthly reporting packages, forecast packages, and annual operating/strategic plan presentations.
• Maintain engineering and segment technology labor forecasting and planning for 1,000+ Engineering FTEs, contractors and report on deferred labor at an initiative level.
• Partner with engineering leadership, business management, and internal finance to build centralized processes and improve workflows.
• Collaborate with the broader Technology FP&A team on forecasting for technology software, data center expenses, and other key areas.
• Support segment investment processes, including regular reporting on technology investments and tracking of initiatives.

Skills

Financial modeling

Forecasting

Excel

Analytical thinking

Leadership

Communication

Education

Bachelor’s degree in Finance, Economics, Accounting or related field

MBA, CPA, CFA or equivalent preferred

Tools

TM1

Anaplan

Power BI

Job description

Broadridge Financial Solutions is seeking a Senior Financial Analyst to lead financial planning, forecasting, and strategic decision support across the segment's technology and engineering organization. This is a hybrid role, requiring 2 days in the office, with high-visibility exposure to senior management.

You will own end-to-end planning processes, drive automation, and deliver insights to Engineering, Technology, and Finance leadership, partnering with cross-functional teams to improve