Lead Financial Analyst Corporate Technology- Infrastructure (Hybrid)

Broadridge Financial Solutions; Newark (NJ); On-site; USD 125,000 - 130,000; Full time

Benefits offered by this job

Bonus Eligible

Job summary

Broadridge Financial Solutions in Newark, NJ is seeking a Lead Financial Analyst to partner with the Corporate Technology Infrastructure leadership. You will own planning, forecasting, reporting, and investment analysis for infrastructure operations and initiatives, driving transparency and disciplined spend management.

The ideal candidate has 3–5 years in finance/FP&A with strong analytic skills, experience with budgeting, modeling, and cost analysis, and the ability to present insights to

Qualifications

• 3-5 years of experience in finance, FP&A, or business partnership roles, preferably supporting technology, infrastructure, or corporate functions.
• Familiarity with AI tools and analytics techniques to improve financial analysis, forecasting, reporting, and decision support.
• Strong experience with budgeting, forecasting, financial modeling, and variance analysis.
• Understanding of technology infrastructure cost structures, including cloud, software, hardware, telecom, and labor-related expenses.
• Experience supporting both OpEx and CapEx planning.
• Strong Excel and financial systems skills; experience with tools such as IBM TM1, Anaplan, Workday and Power BI is a plus.
• Excellent communication skills with the ability to present financial insights to non-finance stakeholders and senior leaders.

Responsibilities

• Serve as the primary finance business partner to the Corporate Technology Infrastructure leadership team.
• Lead annual planning, quarterly forecasting, and monthly close processes for infrastructure-related operating and capital expenses.
• Leverage AI tools and analytics to enhance financial planning, forecasting and reporting.
• Develop and maintain financial models to support budgeting, headcount planning, cost allocation, depreciation/amortization impacts, and investment decisions.
• Provide insightful variance analysis and identify key cost drivers across infrastructure categories such as Hardware, software, and maintenance contracts Infrastructure labor and managed services.
• Partner with technology leaders to evaluate business cases for infrastructure investments, optimization initiatives, and transformation programs.
• Track and report financial performance against budget, forecast, and strategic targets, highlighting risks and opportunities.
• Support capitalization analysis for eligible technology investments and ensure alignment with accounting policies.
• Improve financial transparency through dashboards, reporting packages, and KPI development.
• Collaborate with Accounting, Procurement, FP&A, and Technology teams to ensure accurate accruals, vendor spend tracking, and contract visibility.
• Drive process improvements in planning, reporting, and financial governance for technology infrastructure spend.
• Support ad hoc analysis for senior leadership, including scenario modeling, cost optimization opportunities, and long-range planning.

Skills

Finance partner

Forecasting

Budgeting

Financial modeling

AI in finance

Communication to leadership

Cost analysis

Education

Bachelor's degree in Finance, Accounting, Economics, Business, or related field

Tools

IBM TM1

Anaplan

Workday

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 hiring! We are seeking a strategic and analytical Lead Financial Analyst to support our Corporate Technology Infrastructure organization. This role serves as a key finance partner to technology leaders, leading planning, forecasting, reporting, and investment analysis across infrastructure operations and initiatives. The ideal candidate brings strong financial expertise, an understanding of technology infrastructure cost drivers, and the ability to improve financial transparency, support investment decisions, and drive disciplined management of operating and capital spend.

Responsibilities

• Serve as the primary finance business partner to the Corporate Technology Infrastructure leadership team.
• Lead annual planning, quarterly forecasting, and monthly close processes for infrastructure-related operating and capital expenses.
• Leverage AI tools and analytics to enhance financial planning, forecasting and reporting.
• Develop and maintain financial models to support budgeting, headcount planning, cost allocation, depreciation/amortization impacts, and investment decisions.
• Provide insightful variance analysis and identify key cost drivers across infrastructure categories such as Hardware, software, and maintenance contracts Infrastructure labor and managed services.
• Partner with technology leaders to evaluate business cases for infrastructure investments, optimization initiatives, and transformation programs.
• Track and report financial performance against budget, forecast, and strategic targets, highlighting risks and opportunities.
• Support capitalization analysis for eligible technology investments and ensure alignment with accounting policies.
• Improve financial transparency through dashboards, reporting packages, and KPI development.
• Collaborate with Accounting, Procurement, FP&A, and Technology teams to ensure accurate accruals, vendor spend tracking, and contract visibility.
• Drive process improvements in planning, reporting, and financial governance for technology infrastructure spend.
• Support ad hoc analysis for senior leadership, including scenario modeling, cost optimization opportunities, and long-range planning.

Qualifications

• 3-5 years of experience in finance, FP&A, or business partnership roles, preferably supporting technology, infrastructure, or corporate functions.
• Familiarity with AI tools and analytics techniques to improve financial analysis, forecasting, reporting, and decision support.
• Strong experience with budgeting, forecasting, financial modeling, and variance analysis.
• Understanding of technology infrastructure cost structures, including cloud, software, hardware, telecom, and labor-related expenses.
• Experience supporting both OpEx and CapEx planning.
• Strong Excel and financial systems skills; experience with tools such as IBM TM1, Anaplan, Workday and Power BI is a plus.
• Excellent communication skills with the ability to present financial insights to non-finance stakeholders and senior leaders.
• Strong problem‑solving skills and attention to detail.
• Ability to manage multiple priorities in a fast‑paced environment.
• Bachelor’s degree in Finance, Accounting, Economics, Business, or related field.

Preferred Qualifications

• Strong analytical skills including data scientist management and understanding of large data sets to support data driven decision making.
• Experience in a large, matrixed corporate environment.
• Familiarity with technology capitalization policies and fixed asset planning.
• Experience supporting infrastructure transformation, cloud migration, or cost optimization programs.
• MBA, CPA, or CFA is a plus.

Compensation

Range: $125,000 - $130,000 USD.

Bonus Eligibility: Bonus Eligible.

Benefits Information

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

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, colour, 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.