Senior Financial Analyst - Global Engineering FP&A (Hybrid)

Broadridge; Edgewood (NY); Hybrid; USD 75,000 - 85,000; Full time

Benefits offered by this job

Bonus eligible

Job summary

Broadridge is seeking a Senior Financial Analyst to lead financial planning, forecasting, and strategic support across Technology and Engineering. You will own end-to-end planning, present to senior leaders, and drive automation and process improvements in a high-visibility role.

The position is hybrid, with 2 days in the office, requires 3–5+ years FP&A experience, and offers growth within Global Engineering FP&A. Salary ranges and benefits reflect market standards in the New York area.

Qualifications

• 3–5+ years FP&A or corporate finance experience with leadership of complex planning.
• Advanced financial modeling, forecasting, and analytics skills.
• Strong Excel skills and experience with planning tools such as TM1/Anaplan; Power BI beneficial.
• Experience presenting to senior leadership and driving process improvements.
• Hybrid role requiring 2 days in the office.
• Bachelor’s degree in Finance, Economics, Accounting or related field; MBA/CPA/CFA preferred.

Responsibilities

• Review and present consolidated monthly reporting packages and forecast plans.
• Maintain labor forecasting for 1,000+ Engineering FTEs and related initiatives.
• Partner with engineering, management, and finance to improve workflows.
• Forecast tech software, data center expenses, and other key areas with FP&A.
• Support investment processes and tracking, ensuring data integrity.

Skills

FP&A experience

Excel

Power BI

TM1/Anaplan

Cross-functional leadership

Communication skills

Education

Bachelor’s degree in Finance or related field

MBA/CPA/CFA preferred

Tools

TM1

Anaplan

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! Global Engineering FP&A is seeking a highly motivated Senior Financial Analyst to lead financial planning, forecasting, and strategic decision support across the segment's technology and engineering organization. This is a high-visibility role offering management exposure and the opportunity to influence key investment decisions that drive business transformation and growth.

The ideal candidate will combine strong financial acumen with exceptional leadership capabilities to build scalable processes, drive automation, and deliver actionable insights to senior management. This individual will own critical planning processes end-to-end, lead cross-functional initiatives, and serve as a trusted business partner to Engineering, Technology, and Finance leadership.

Responsibilities:

• Review and present consolidated monthly reporting packages, forecast packages, and annual operating/strategic plan presentations
• Maintain engineering and segment technology labor forecasting and planning for 1,000+ Engineering FTEs, contractors and report on deferred labor at an initiative level.
• Partner with engineering leadership, business management, and internal finance to build centralized processes and improve workflows.
• Collaborate with the broader Technology FP&A team on forecasting for technology software, data center expenses (Mainframe, Private Cloud, and Software), and other key areas
• Support segment investment processes, including regular reporting on technology investments and driving advancement of initiative-level tracking and data integrity
• Support team through monthly close activities, working closely with Accounting, CP&A, and other teams to ensure accurate expense recognition, deferrals, and capital treatment in line with BR policy
• Own and present deferred labor reporting dashboards, providing actionable insights into deferred labor trends.
• Partner with CP&A and segment HQ finance teams to deliver insights on both expenses and capital spend as needed.
• Drive continuous improvement efforts focused on process optimization, automation, reporting enhancements, and financial systems utilization.

Qualifications:

• 3-5+ years of FP&A, corporate finance, or related experience, including demonstrated leadership of complex financial planning processes and cross-functional initiatives.
• Advanced financial modeling, forecasting, and analytical skills.
• Strong Excel skills and proficiency with financial planning tools and reporting systems (TM1, Anaplan, or similar).
• Experience with Power BI, or other data visualization tools.
• Strong communication and presentation skills, with experience presenting to senior leadership teams.
• Proven track record of driving process improvements, automation initiatives, and operational efficiencies.
• Ability to manage multiple priorities in a fast-paced environment while maintaining attention to detail and strategic perspective.
• Experience supporting technology, engineering, cloud, infrastructure, or software organizations is strongly preferred.
• This is a hybrid role so requires 2x a week in the office
• Bachelor’s degree in Finance, Economics, Accounting or Related Field
• MBA, CPA, CFA, or equivalent preferred

Compensation Range: The salary range for this position is between $75,000 - $85,000 USD. Broadridge considers various factors when evaluating a candidate's final salary including, but not limited to, relevant experience, location, skills, international locations and education.

Bonus Eligibility: Bonus Eligible

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].