Lead Financial Analyst, FP&A

Broadridge; New York (NY); Hybrid; USD 95,000 - 105,000; Full time

Job summary

Broadridge in New York seeks a Lead Financial Analyst, FP&A to partner with the RFS management team, delivering monthly, annual, and strategic budgets with variance analysis to support sound business decisions.

This hybrid role requires collaboration with finance and operations across multiple teams, tracking product profitability, contract end dates, revenue trends, and opportunities for margin expansion.

Qualifications

• 3–5 years’ experience within FP&A or other Finance duties.
• Bachelor’s degree in finance, Accounting, Business Management, or related field.
• MBA, CPA, or equivalent is a plus.
• Strong Excel skills (VLOOKUP, SUMIFS, Pivot Tables) and ability to analyze large data sets.
• Experience in IBM Cognos, Anaplan, or other ERP systems.
• Power BI experience preferred.
• Excellent written and communication skills; ability to collaborate across functions.

Responsibilities

• Timely provision of financial and variance analysis for monthly actuals and forecasts, plus annual budgets and multi-year plans.
• Partner with Financial Accounting to assist with month-end close and ensure accurate reporting.
• Build relationships with cross-functional teams to analyze performance, risks, and opportunities for strategic decisions.
• Forecasting and planning with variance analysis: track product revenue, review volumes/prices, and monitor contracts.
• Track and manage expenses, including headcount; ensure product profitability and margins.
• Sales-to-revenue tracking and waterfall reporting for management.
• Identify and implement FP&A process improvements.
• Participate in ad-hoc finance projects.

Skills

Excel skills

PowerBI

IBM Cognos

Anaplan

Communication

Data analysis

Education

Bachelor's degree in finance, accounting, business management or related field

MBA/CPA or equivalent is a plus

Tools

ERP systems

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 a Lead Financial Analyst, FP&A who will partner with the business to provide insights to drive sound business decisions for the RFS (Regulatory Fund Solutions) management team, through detailed FP&A reporting and analytics. You will be involved in the timely delivery of monthly, annual, and strategic financial budgets including variance analysis to the business and the wider Finance Organization.
This role is considered hybrid, which means you will be assigned to a Broadridge office and given the flexibility to work remotely and meet in person to learn and collaborate as needed but at a minimum 1-2 times a week.

Responsibilities

• Timely provision of accurate financial and variance analysis to RFS finance team for monthly actuals and forecasts plus annual budgets and multi-year strategic plans within a strict deadline environment

• Partner with the Financial Accounting team to assist with the month-end close to ensure the financials are accurately reported within required timelines

• Build and manage relationships with business partners across multiple functional teams to build scenarios, analyze financial performance including risks and opportunities, provide insight and contribute to strategic decision making

• Ensure accurate forecasting and planning including variance identification and analysis through:

  • Detailed tracking of Product revenue including regular reviews with the business.
  • Preparation and review of volume and price trends
  • Partnering with sales and operations team to review sales pipeline and new client contracts
  • Tracking contract end dates to identify client losses and concessions
  • Tracking and managing expenses, including headcount
  • Understanding product profitability & pursuing areas of growth for margin expansion

• Sales to revenue tracking, split by client for each sale, matching revenues received to original sales, including monitoring for potential future sales revaluations.

• Maintaining waterfall reporting via sales to revenue tracking for management reporting

• Identify and implement process improvement initiatives across the FP&A function.

• Participating in ad-hoc projects within Finance or wider Broadridge.

Your profile

• 3-5 years’ experiencewithin FP&A or other Finance-related duties
• Bachelor’s degree in finance, Accounting, Business Management, or related field
• MBA, CPA, or equivalent is a plus
• Strong Excel skills required (V/X-Lookup, SUMIFS, Pivot Table detail, etc.) and ability to manipulate large data sets to analyze trends inherent within.
• Experience in using IBM Cognos, Anaplan, or other ERP systems
• Strong Microsoft Office and preferably also PowerBI (desirable but not essential).
• Demonstrate high level of intelligence and ability to grasp new tasks and information in a fast moving, deadline driven environment with consistent delivery of high levels of productivity, efficiency, and quality.
• Excellent written and communication skills.
• Ability to develop strong, collaborative relationships, fostering teamwork and gaining the confidence and trust of others.
• Experience of handling multiple demands and competing priorities, even in complex situations and projects.
• Anticipation and the ability to deal constructively with unexpected challenges or sudden changes in priorities, which arise from working in a demanding environment.
• Demonstrate ability to show diligence while working with large volumes of data but also be able to step back and see “the big picture.”
• Ability to work in in office and as a virtual team, with colleagues in the multiple locations.

Salary: $95,000.00 to $105,000.00 depending upon experience.

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.

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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 _

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].