Lead Financial Analyst, FP&A

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

Job summary

Broadridge Financial Solutions is seeking a Lead Financial Analyst, FP&A to partner with the RFS management team, delivering detailed FP&A reporting and analytics. The role involves timely monthly, annual, and strategic budgets with variance analysis, in a hybrid setting with occasional in-person collaboration.

The ideal candidate has 3–5 years in FP&A, a finance-related degree, and strong Excel skills; MBA/CPA is a plus. Experience with Cognos, Anaplan, ERP systems, and Power BI is desirable.

Qualifications

• 3–5 years’ FP&A or related finance experience
• Bachelor’s degree in finance, accounting, business management, or related field
• MBA, CPA or equivalent is a plus
• Strong Excel skills (VLOOKUP/XLOOKUP, SUMIFS, Pivot Tables) and ability to handle large data
• Experience with IBM Cognos, Anaplan or other ERP systems
• MS Office and Power BI familiarity preferred

Responsibilities

• Provide timely financial and variance analysis for monthly closes, budgets, and multi-year plans
• Support month-end close with accurate reporting
• Build relationships with cross-functional teams to analyze performance and advise on decisions
• Forecast and plan with variance analysis across product revenue and headcount
• Track sales pipeline, contracts, and contract-end dates
• Monitor expenses and profitability to identify growth opportunities
• Identify process improvements within FP&A and participate in ad-hoc projects

Skills

Analytical skills

Communication skills

Multitasking

Financial analysis

Education

Bachelor's degree in Finance/Accounting/Business

MBA or CPA (advantage)

Tools

Excel

IBM Cognos

Anaplan

ERP systems

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 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’ experience within 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

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.

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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.