Strategic FP&A Lead — Growth & Insights

Broadridge Financial Solutions, Inc.; Deer Park (NY); Hybrid; USD 95,000 - 115,000; Full time

Job summary

Broadridge Financial Solutions, Inc. seeks a Lead Financial Analyst, FP&A to partner with the Regulatory Fund Solutions (RFS) group. The role delivers detailed FP&A reporting, monthly/annual budgets, and strategic plans, with variance analysis to drive informed decisions.

The position is hybrid, requiring some in-office collaboration 1-2 times weekly. Responsibilities include forecasting, close support, and cross-functional analytics to identify risks, opportunities, and margin expansion.

Qualifications

• 3-5 years' experience within FP&A or other Finance-related duties.
• Bachelor's degree in finance or related field; MBA/CPA a plus.
• Strong Excel skills and ability to handle large data sets.
• Experience with Cognos, Anaplan, or ERP systems is preferred.
• Proficient with PowerBI and Microsoft Office suite.

Responsibilities

• Provide timely financial and variance analyses for monthly actuals and forecasts.
• Support budgeting and multi-year strategic plans for RFS management.
• Partner with accounting to ensure accurate month-end close.
• Build scenarios, analyze performance, and advise on growth opportunities.
• Forecasting and planning with detailed revenue, volume, and expense tracking.

Skills

FP&A experience

Excel

Analytical skills

Communication skills

Education

Bachelor's degree in finance, Accounting, Business Management, or related field

MBA, CPA, or equivalent

Tools

IBM Cognos

Anaplan

ERP systems

PowerBI

Job description

Broadridge Financial Solutions, Inc. seeks a Lead Financial Analyst, FP&A to partner with the Regulatory Fund Solutions (RFS) group. The role delivers detailed FP&A reporting, monthly/annual budgets, and strategic plans, with variance analysis to drive informed decisions.

The position is hybrid, requiring some in-office collaboration 1-2 times weekly. Responsibilities include forecasting, close support, and cross-functional analytics to identify risks, opportunities, and margin expansion.