Senior FP&A Analyst - Engineering & Tech Investments

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

Job summary

Broadridge Financial Solutions in Edgewood, NY is seeking a Senior Financial Analyst to lead FP&A for the Engineering Technology organization. You will own end-to-end planning, forecasting, and strategic decision support while partnering with Engineering, Technology, and Finance leadership.

The role emphasizes advanced modeling, automation, and actionable insights for senior management, with a hybrid work model requiring 2 days in the office weekly.

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.

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.

Skills

FP&A

Corporate finance

Advanced Excel

Power BI

TM1

Anaplan

Forecasting

Leadership

Communication

Education

Bachelor's degree in Finance or related field

MBA/CPA/CFA preferred

Tools

TM1

Anaplan

Power BI

Excel

Job description

Broadridge Financial Solutions in Edgewood, NY is seeking a Senior Financial Analyst to lead FP&A for the Engineering Technology organization. You will own end-to-end planning, forecasting, and strategic decision support while partnering with Engineering, Technology, and Finance leadership.

The role emphasizes advanced modeling, automation, and actionable insights for senior management, with a hybrid work model requiring 2 days in the office weekly.