Lead Financial Analyst - FP&A

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

Job summary

Broadridge Financial Solutions, Inc. is seeking a Lead Financial Analyst to join the ICS FP&A team supporting the Broadridge Customer Communications Solutions unit.

You will lead planning, forecasting, and monthly close for onboarding and revenue, partnering with On-Boarding, Sales, and Operations. Responsibilities include analyzing performance, preparing commentary and executive-ready packages, and driving process improvements using AI tools.

Qualifications

• 4+ years of FP&A or related analytical experience.
• Experience in financial reporting, budgeting, forecasting and variance analysis.
• Proficiency in Microsoft Excel; TM1/Oracle/Anaplan/Power BI preferred.
• Excellent communication skills and ability to present insights clearly.
• Ability to collaborate across functions in a matrixed environment.

Responsibilities

• Lead annual planning (budget and strat), quarterly forecasting, and monthly close for onboarding and revenue to sales.
• Analyze revenue, sales, expenses, margins, profitability, volumes, and key drivers.
• Serve as finance partner for Client Success on onboarding and new sales.
• Review revenue results and prepare consolidated management reporting packages.
• Provide variance and trend analysis with recommended actions.
• Drive process improvements and AI-enabled budgeting/forecasting initiatives.

Skills

FP&A

Analytical skills

Communication

Collaboration

Attention to detail

Self-starter

Education

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

Tools

Excel

TM1

Oracle

Anaplan

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 seeking a Lead Financial Analyst to join the ICS FP&A team supporting the Broadridge Customer Communications 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.Responsibilities:Lead annual planning (budget and strat), quarterly forecasting, and monthly close processes for onboarding and revenue to salesAnalyze financial and operational performance, including revenue, sales, expenses, margins, profitability, volumes, and key business driversServe as the primary finance business partner for the Client Success team related to new sales and onboardingReview and analyze revenue results by client during month end close process to use in creating a consolidated reporting package for managementResponsible 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 yearProvide insightful variance and trend analysis, including identification of underlying business drivers and recommended actions to improve business performanceCollaborate 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 outlooksDevelop and maintain financial models to support forecasting, scenario analysis, business cases, pricing, client or product profitability, and strategic initiativesComplete ad hoc analysis and executive-ready materials to support business reviews, strategic decisions, and senior leadership requestsDrive process improvement and implementation of AI tools to improve automation for the budgeting and forecast process, data cleansing, and other processesServe as a trusted finance partner by communicating financial insights clearly, challenging assumptions constructively, and influencing business decisions through data-driven analysisQualifications:4+ years of relevant experience in FP&A, finance, accounting, decision support, or related analytical rolesExperience in preparing and reviewing journal entriesStrong analytical and problem-solving skills with the ability to interpret financial data and communicate insights clearlyExtensive experience with financial reporting, budgeting, forecasting, and variance analysisProficiency in Microsoft Excel required; experience with TM1, Oracle, Anaplan, and Power BI preferredFamiliarity 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 ownershipProven ability to manage multiple priorities and meet deadlines in a fast-paced environmentExcellent 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 environmentSelf-starter who can work on multiple projects with minimal direct supervision.Ability to put in time to meet month end deadlinesMotivated to learn, improve processes, and grow within a finance organizationBachelor’s degree in Finance, Accounting, Economics, Business, or a related fieldCompensation 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 educationBonus Eligibility: Bonus Eligible#LI-PP1We 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 HiringAs 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 AssistanceWe 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].