Lead FP&A Analyst — Strategic Financial Planning

Broadridge Financial Solutions

Kansas City (MO)

On-site

USD 95,000 - 115,000

Full time

14 days+

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Job summary

Broadridge Financial Solutions is seeking a Lead Financial Analyst to join the IC S FP&A team supporting the Broadridge Customer Communications Solutions business unit in the Kansas City area. You will lead planning, forecasting, and monthly close processes for onboarding and revenue to sales, and act as a finance partner to the Client Success team on new sales and onboarding.

The role emphasizes strong analytical skills, 4+ years of FP&A experience, and proficiency with Excel, TM1, Oracle,

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.
Extensive experience with financial reporting, budgeting, forecasting, and variance analysis.

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 to create a consolidated reporting package for management.
Responsible for the P&L for one segment including expense and revenue forecasting, budgeting, and monthly close.
Prepare monthly, quarterly, and annual reporting packages with clear commentary on performance vs forecast, plan and prior year.