Lead Financial Analyst - BBD FP&A

Broadridge Financial Solutions; New York (NY); On-site; USD 100,000 - 120,000; Full time

Benefits offered by this job

Bonus eligibility

Comprehensive benefits

Job summary

Broadridge Financial Solutions is seeking a Lead Financial Analyst for the ICS FP&A team in the New York City metro area. The role focuses on forecasting, budgeting, variance analysis, and management reporting to support growth and decision making.

You will partner with Sales, Operations, Product, and Accounting to collect inputs, validate assumptions, and drive process improvements across FP&A deliverables. The position reports to the Senior Director, BBD FP&A in NYC metro.

Qualifications

• 4+ years of FP&A, finance, accounting, or related analytics experience.
• Bachelor’s degree in finance, accounting, economics, business, or related field.
• Strong analytical and problem-solving skills with ability to interpret financial data and communicate insights clearly.
• Experience with financial reporting, budgeting, forecasting, and variance analysis.
• Proficiency in Excel and PowerPoint; TM1, Oracle, and Power BI preferred.

Responsibilities

• Analyze financial and operating performance including revenue, expenses, margins, and key drivers.
• Prepare monthly, quarterly, and annual management reporting with commentary on performance vs forecast and trends.
• Assist with forecasting and budgeting processes.
• Develop and maintain financial models for forecasting, scenarios, and profitability analyses.
• Deliver ad hoc analyses and executive-ready materials for senior leadership.

Skills

FP&A experience

Forecasting

Variance analysis

Excel

PowerPoint

Education

Bachelor’s degree in Finance/Accounting/Economics/Business

Tools

TM1

Oracle

Power BI

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. Broadridge is growing! We are currently seeking a Lead Financial Analyst -BBD FP&A to join our dynamic team in our New York City Metro area. *(Please note that all applicants must currently reside in the New York City Metro area). Broadridge Financial Solutions, a global Fintech leader with more than $5 billion in revenues, provides the critical infrastructure that powers investing, corporate governance and communications to enable better financial lives. Our technology-driven solutions drive digital transformation to help our clients get ahead of today’s challenges to capitalize on what’s next. Investor Communication Solutions (ICS) helps clients in North America and Europe meet their regulatory compliance needs and manage critical communications to shareholders. We serve banks, brokers, mutual funds, retirement funds, and corporate issuers; the industry relies on us to send a broad range of financial communications to investors in equity securities and mutual funds.

The Financial Planning & Analysis (FP&A) team brings insight and predictability to the company’s core operations and partners closely with business leaders to support growth and decision-making. This is an excellent opportunity for an early-career finance professional to deepen their FP&A expertise, gain exposure to a dynamic business, and work cross-functionally with leaders across the organization.

We are seeking a Lead Financial Analyst to join the ICS FP&A team supporting the Bank, Broker-Dealer Solutions business unit.

In this role, you will support financial planning and analysis activities including forecasting, budgeting, variance analysis, strategic decision support and management reporting. You will help deliver timely and accurate financial insights, support business performance reviews, and contribute to process improvements that enhance visibility into key operating and financial metrics.

This position will report to the Senior Director, BBD FP&A based out of the NYC metro area.

Responsibilities:

• Analyze financial and operational performance, including revenue, sales, expenses, margins, profitability, volumes, and key business drivers
• Prepare monthly, quarterly, and annual management reporting packages with clear commentary on performance versus forecast, plan, prior year, and key trends
• Assist with monthly, quarterly, and annual forecasting and budgeting processes
• Provide insightful variance and trend analysis, including identification of underlying business drivers and recommended actions to improve business performance
• Collaborate with cross-functional partners, including Sales, Operations, Product, Accounting, Corporate FP&A, and other finance teams, to collect inputs, validate assumptions, and align on financial outlooks
• Develop and maintain financial models to support forecasting, scenario analysis, business cases, pricing, client or product profitability, and strategic initiatives
• Prepare ad hoc analysis and executive-ready materials to support business reviews, strategic decisions, and senior leadership requests
• Drive process improvement and standardization across FP&A deliverables, including report automation, forecast processes, data quality, and analytical tools
• Serve as a trusted finance partner by communicating financial insights clearly, challenging assumptions constructively, and influencing business decisions through data-driven analysis

Qualifications:

• 4+ years of relevant experience in FP&A, finance, accounting, decision support, or related analytical roles
• Bachelor’s degree in finance, Accounting, Economics, Business, or a related field
• Strong analytical and problem-solving skills with the ability to interpret financial data and communicate insights clearly
• Experience with financial reporting, budgeting, forecasting, and variance analysis
• Proficiency in Microsoft Excel and PowerPoint required; experience with TM1, Oracle, and Power BI preferred
• Strong attention to detail, intellectual curiosity, problem-solving ability, and sense of ownership
• Proven ability to manage multiple priorities and meet deadlines in a fast-paced environment
• Effective written and verbal communication skills
• Collaborative mindset with the ability to work across teams, build strong working relationships, and influence partners to drive results in a matrixed environment
• Self-starter who can work on multiple projects with minimal direct supervision
• Eagerness to learn, improve processes, and grow within a finance organization

Salary range: $100,000.00 to $120,000.00 annually. Bonus eligible. (** Please note, must currently reside in the New York City Metro area)

Broadridge considers various factors when evaluating a candidate's final salary including, but not limited to, relevant experience, skills, and education. Please visit www.broadridgebenefits.com for more information on our comprehensive benefit offerings.

#LI-VP1 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: 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.

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