Strategic FP&A Lead: Forecasting, Insights & Growth

Broadridge Financial Solutions

Northern, New York (KY, NY)

Hybrid

USD 95,000 - 115,000

Full time

14 days+

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Job summary

Broadridge Financial Solutions is seeking a Lead Financial Analyst to join the ICS FP&A team supporting the Broadridge Customer Communications Solutions business unit. You will lead planning, forecasting, budgeting, variance analysis, and management reporting to deliver timely insights and support strategic decisions.

The role requires 4+ years in FP&A with strong analytical skills, advanced Excel, and familiarity with TM1/Oracle/Anaplan/Power BI.

Qualifications

4+ years of FP&A, finance, accounting, decision support, or related analytical roles.
Experience in preparing and reviewing journal entries.
Experience with financial reporting, budgeting, forecasting, and variance analysis.
Ability to present financial insights to non-finance stakeholders and senior leaders.

Responsibilities

Lead annual planning (budget and strat), quarterly forecasting, and monthly close processes for onboarding and revenue to sales.
Analyze financial and operational performance, including revenue, sales, expenses, margins, profitability, volumes, and key drivers.
Serve as primary finance business partner for Client Success related to new sales and onboarding.
Review revenue results by client during month-end close for consolidated reporting to management.
Manage P&L for one segment including forecasting, budgeting, and monthly close.