Lead FP&A: Strategy, Forecasting & Insights

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

Job summary

Broadridge Financial Solutions seeks a Lead Financial Analyst to join the IC S FP&A team for the Broadridge Customer Communications Solutions unit. You will lead annual planning, quarterly forecasting, and monthly close for onboarding and revenue to sales, while partnering with On-Boarding, Sales, and Operations to drive insights.

You will analyze revenue, expenses, margins, and key drivers, produce executive-ready packages, and develop models for scenarios, pricing, and profitability.

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 and communicate insights clearly.
• Extensive experience with financial reporting, budgeting, forecasting, and variance analysis.
• Proficiency in Microsoft Excel; 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.
• 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.

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.

Skills

FP&A

Journal entries

Analytical skills

Financial reporting

Budgeting

Forecasting

Variance analysis

Excel

TM1

Oracle

Anaplan

Power BI

AI tools

Cross-functional partner

Education

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

Tools

Power BI

Oracle

TM1

Anaplan

Job description

Broadridge Financial Solutions seeks a Lead Financial Analyst to join the IC S FP&A team for the Broadridge Customer Communications Solutions unit. You will lead annual planning, quarterly forecasting, and monthly close for onboarding and revenue to sales, while partnering with On-Boarding, Sales, and Operations to drive insights.

You will analyze revenue, expenses, margins, and key drivers, produce executive-ready packages, and develop models for scenarios, pricing, and profitability.