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

Broadridge Financial Solutions; Newark (NJ); Hybrid; USD 75,000 - 85,000; Full time

Benefits offered by this job

Hybrid work model

Bonus eligible

Job summary

Broadridge Financial Solutions seeks a Senior Financial Analyst to lead financial planning, forecasting, and strategic support across the Engineering technology organization. This role collaborates with Engineering, Technology, and Finance leadership to drive scalable processes and actionable insights.

The ideal candidate has 3–5+ years in FP&A with strong modeling, Excel, TM1/Anaplan, and Power BI experience, plus excellent communication for senior leaders.

Qualifications

• 3-5+ years of FP&A, corporate finance, or related experience.
• Advanced financial modeling, forecasting, and analytical skills.
• Strong Excel skills and proficiency with planning tools and reporting systems (TM1, Anaplan, or similar).
• Experience with Power BI or other data visualization tools.
• Strong communication and presentation skills with senior leadership experience.
• Proven track record of driving process improvements and automation.
• Ability to manage multiple priorities in a fast-paced environment.

Responsibilities

• Review and present consolidated monthly reporting packages, forecast packages, and annual operating/strategic plan presentations.
• Maintain engineering and segment technology labor forecasting for 1,000+ Engineering FTEs and contractors.
• Partner with engineering leadership, business management, and internal finance to improve workflows.
• Forecasting for technology software, data center expenses, and other key areas in technology FP&A.
• Support segment investment processes and tracking of capital spend and deferrals.

Skills

FP&A experience

Financial modeling

Advanced Excel

Power BI

Strong communication

Cross-functional collaboration

Process improvement

Education

Bachelor's degree in Finance/Economics/Accounting or related

Tools

TM1

Anaplan

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! 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, CPA, 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 CPA 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.

Bonus Eligible

Broadridge considers various factors when evaluating a candidate's final salary including, but not limited to, relevant experience, location, skills, international locations and education.

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.

LinkedIn Facebook Instagram Twitter YouTube Glassdoor The Muse 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.