Lead Financial Analyst - FP&A

Broadridge Financial Solutions; Edgewood (NY); On-site; USD 95,000 - 115,000; Full time

Job summary

Broadridge Financial Solutions seeks a Lead Financial Analyst to join the IC S FP&A team for the Broadridge Customer Communications Solutions unit. You will lead annual planning, quarterly forecasting, and monthly close for onboarding and revenue to sales, while partnering with On-Boarding, Sales, and Operations to drive insights.

You will analyze revenue, expenses, margins, and key drivers, produce executive-ready packages, and develop models for scenarios, pricing, and profitability.

Qualifications

• 4+ years of FP&A, finance, accounting, decision support, or related analytical roles.
• Experience in preparing and reviewing journal entries.
• Strong analytical and problem-solving skills with the ability to interpret financial data and communicate insights clearly.
• Extensive experience with financial reporting, budgeting, forecasting, and variance analysis.
• Proficiency in Microsoft Excel; experience with TM1, Oracle, Anaplan, and Power BI preferred.
• Familiarity with AI tools and analytics techniques to improve financial analysis, forecasting, reporting, and decision support.
• Excellent communication skills with the ability to present financial insights to non-finance stakeholders and senior leaders.
• Collaborative mindset with the ability to work across teams, build strong working relationships, and influence partners to drive results in a matrixed environment.

Responsibilities

• Lead annual planning (budget and strat), quarterly forecasting, and monthly close processes for onboarding and revenue to sales.
• Analyze financial and operational performance, including revenue, sales, expenses, margins, profitability, volumes, and key business drivers.
• Serve as the primary finance business partner for the Client Success team related to new sales and onboarding.
• Review and analyze revenue results by client during month end close process to use in creating a consolidated reporting package for management.
• Responsible for the P&L for one segment including expense and revenue forecasting, budgeting, and monthly close process.
• Prepare monthly, quarterly, and annual reporting packages with clear commentary on performance versus forecast, plan and prior year.
• 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 On-Boarding, Sales, Operations, 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.
• Complete ad hoc analysis and executive-ready materials to support business reviews, strategic decisions, and senior leadership requests.
• Drive process improvement and implementation of AI tools to improve automation for the budgeting and forecast process, data cleansing, and other processes.
• Serve as a trusted finance partner by communicating financial insights clearly, challenging assumptions constructively, and influencing business decisions through data-driven analysis.

Skills

FP&A

Journal entries

Analytical skills

Financial reporting

Budgeting

Forecasting

Variance analysis

Excel

TM1

Oracle

Anaplan

Power BI

AI tools

Cross-functional partner

Education

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

Tools

Power BI

Oracle

TM1

Anaplan

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 seeking a Lead Financial Analyst to join the IC S FP&A team supporting the Broadridge Customer Communications Solutions business unit.

Responsibilities

• Lead annual planning (budget and strat), quarterly forecasting, and monthly close processes for onboarding and revenue to sales
• Analyze financial and operational performance, including revenue, sales, expenses, margins, profitability, volumes, and key business drivers
• Serve as the primary finance business partner for the Client Success team related to new sales and onboarding
• Review and analyze revenue results by client during month end close process to use in creating a consolidated reporting package for management
• Responsible for the P&L for one segment including expense and revenue forecasting, budgeting, and monthly close process.
• Prepare monthly, quarterly, and annual reporting packages with clear commentary on performance versus forecast, plan and prior year
• 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 On-Boarding, Sales, Operations, 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
• Complete ad hoc analysis and executive-ready materials to support business reviews, strategic decisions, and senior leadership requests
• Drive process improvement and implementation of AI tools to improve automation for the budgeting and forecast process, data cleansing, and other processes
• 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
• Experience in preparing and reviewing journal entries
• Strong analytical and problem-solving skills with the ability to interpret financial data and communicate insights clearly
• Extensive experience with financial reporting, budgeting, forecasting, and variance analysis
• Proficiency in Microsoft Excel required; experience with TM1, Oracle, Anaplan, and Power BI preferred
• Familiarity with AI tools and analytics techniques to improve financial analysis, forecasting, reporting, and decision support.
• 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
• Excellent communication skills with the ability to present financial insights to non-finance stakeholders and senior leaders.
• 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.
• Ability to put in time to meet month end deadlines
• Motivated to learn, improve processes, and grow within a finance organization
• Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field

Compensation Range

Compensation Range: The salary range for this position is between $95,000 to $115,000 USD. Broadridge considers various factors when evaluating a candidate's final salary including, but not limited to, relevant experience, location, skills, and education.

Bonus Eligibility

Bonus Eligibility: Bonus Eligible #LI-PP1

Culture & Values

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.

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.