Senior FP&A Lead: Strategic Forecasting & Insights

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

Job summary

Broadridge Financial Solutions, Inc. is seeking a Lead Financial Analyst to join the ICS FP&A team supporting the Broadridge Customer Communications Solutions unit.

You will lead planning, forecasting, and monthly close for onboarding and revenue, partnering with On-Boarding, Sales, and Operations. Responsibilities include analyzing performance, preparing commentary and executive-ready packages, and driving process improvements using AI tools.

Qualifications

• 4+ years of FP&A or related analytical experience.
• Experience in financial reporting, budgeting, forecasting and variance analysis.
• Proficiency in Microsoft Excel; TM1/Oracle/Anaplan/Power BI preferred.
• Excellent communication skills and ability to present insights clearly.
• Ability to collaborate across functions in a matrixed environment.

Responsibilities

• Lead annual planning (budget and strat), quarterly forecasting, and monthly close for onboarding and revenue to sales.
• Analyze revenue, sales, expenses, margins, profitability, volumes, and key drivers.
• Serve as finance partner for Client Success on onboarding and new sales.
• Review revenue results and prepare consolidated management reporting packages.
• Provide variance and trend analysis with recommended actions.
• Drive process improvements and AI-enabled budgeting/forecasting initiatives.

Skills

FP&A

Analytical skills

Communication

Collaboration

Attention to detail

Self-starter

Education

Bachelor's degree in Finance/Accounting/Economics/Business

Tools

Excel

TM1

Oracle

Anaplan

Power BI

Job description

Broadridge Financial Solutions, Inc. is seeking a Lead Financial Analyst to join the ICS FP&A team supporting the Broadridge Customer Communications Solutions unit.

You will lead planning, forecasting, and monthly close for onboarding and revenue, partnering with On-Boarding, Sales, and Operations. Responsibilities include analyzing performance, preparing commentary and executive-ready packages, and driving process improvements using AI tools.