Lead Financial Analyst - FP&A

Broadridge Financial Solutions; Northern, New York (KY, NY); Hybrid; USD 95,000 - 115,000; Full time

Job summary

Broadridge Financial Solutions is seeking a Lead Financial Analyst to join the ICS FP&A team supporting the Broadridge Customer Communications Solutions business unit. You will lead planning, forecasting, budgeting, variance analysis, and management reporting to deliver timely insights and support strategic decisions.

The role requires 4+ years in FP&A with strong analytical skills, advanced Excel, and familiarity with TM1/Oracle/Anaplan/Power BI.

Qualifications

• 4+ years of FP&A, finance, accounting, decision support, or related analytical roles.
• Experience in preparing and reviewing journal entries.
• Experience with financial reporting, budgeting, forecasting, and variance analysis.
• Ability to present financial insights to non-finance stakeholders and senior leaders.

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 drivers.
• Serve as primary finance business partner for Client Success related to new sales and onboarding.
• Review revenue results by client during month-end close for consolidated reporting to management.
• Manage P&L for one segment including forecasting, budgeting, and monthly close.

Skills

Analytical thinking

Communication skills

Attention to detail

Multi-tasking

Adaptability

Education

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

Tools

Excel

TM1

Oracle

Anaplan

Power BI

Job description

## Lead Financial Analyst - FP&AApply: Edgewood, NY: Kansas City, MO: Full time: Posted Yesterday: JR1085824At 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 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 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 education