Senior FP&A Analyst, Hybrid - Budgeting & Strategy

Broadridge Financial Solutions; New York, Northern (NY, KY); Hybrid; USD 95,000 - 105,000; Full time

Job summary

Broadridge Financial Solutions is seeking a Lead Financial Analyst, FP&A to partner with the RFS management team, delivering detailed FP&A reporting and analytics. The role involves timely monthly, annual, and strategic budgets with variance analysis, in a hybrid setting with occasional in-person collaboration.

The ideal candidate has 3–5 years in FP&A, a finance-related degree, and strong Excel skills; MBA/CPA is a plus. Experience with Cognos, Anaplan, ERP systems, and Power BI is desirable.

Qualifications

• 3–5 years’ FP&A or related finance experience
• Bachelor’s degree in finance, accounting, business management, or related field
• MBA, CPA or equivalent is a plus
• Strong Excel skills (VLOOKUP/XLOOKUP, SUMIFS, Pivot Tables) and ability to handle large data
• Experience with IBM Cognos, Anaplan or other ERP systems
• MS Office and Power BI familiarity preferred

Responsibilities

• Provide timely financial and variance analysis for monthly closes, budgets, and multi-year plans
• Support month-end close with accurate reporting
• Build relationships with cross-functional teams to analyze performance and advise on decisions
• Forecast and plan with variance analysis across product revenue and headcount
• Track sales pipeline, contracts, and contract-end dates
• Monitor expenses and profitability to identify growth opportunities
• Identify process improvements within FP&A and participate in ad-hoc projects

Skills

Analytical skills

Communication skills

Multitasking

Financial analysis

Education

Bachelor's degree in Finance/Accounting/Business

MBA or CPA (advantage)

Tools

Excel

IBM Cognos

Anaplan

ERP systems

Power BI

Job description

Broadridge Financial Solutions is seeking a Lead Financial Analyst, FP&A to partner with the RFS management team, delivering detailed FP&A reporting and analytics. The role involves timely monthly, annual, and strategic budgets with variance analysis, in a hybrid setting with occasional in-person collaboration.

The ideal candidate has 3–5 years in FP&A, a finance-related degree, and strong Excel skills; MBA/CPA is a plus. Experience with Cognos, Anaplan, ERP systems, and Power BI is desirable.