Strategic FP&A Lead — NYC Metro

Broadridge; New York (NY); On-site; USD 100,000 - 120,000; Full time

Job summary

Broadridge is seeking a Lead Financial Analyst for the BBD FP&A team in the New York City Metro area. This role supports forecasting, budgeting, variance analysis, and senior leadership reporting, reporting to the Senior Director, BBD FP&A.

Candidate must reside in the NYC metro area. You will partner with Sales, Operations, Product, and Accounting to deliver timely insights, build financial models, and drive process improvements across FP&A deliverables.

Qualifications

• 4+ years of FP&A, finance, accounting, decision support or related analytical roles
• Bachelor’s degree in finance, accounting, economics, business or related field
• Strong analytical and problem-solving skills with ability to interpret financial data and communicate insights
• Experience with financial reporting, budgeting, forecasting, and variance analysis
• Proficiency in Microsoft Excel and PowerPoint; TM1, Oracle, Power BI preferred
• Attention to detail, ownership, and ability to manage multiple priorities in a fast-paced environment
• Strong written and verbal communication; collaborative across teams

Responsibilities

• Analyze financial and operational performance including revenue, expenses, margins and drivers
• Prepare monthly, quarterly, and annual management reporting with commentary on performance vs forecast
• Assist with monthly, quarterly, and annual forecasting and budgeting processes
• Provide variance and trend analysis with recommended actions to improve performance
• Collaborate with Sales, Operations, Product, Accounting, FP&A teams to collect inputs and align outlooks
• Develop and maintain financial models for forecasting, scenarios, pricing, profitability and initiatives
• Prepare ad hoc analyses and executive-ready materials for business reviews
• Drive FP&A process improvements, automation, data quality and analytical tools
• Serve as a trusted finance partner communicating insights and influencing decisions

Skills

Analytical skills

Problem solving

Communication

Cross-functional

Financial modeling

Attention to detail

Ownership

Time management

Education

Bachelor’s degree in finance or related field

Tools

Excel

PowerPoint

TM1

Oracle

Power BI

Job description

Broadridge is seeking a Lead Financial Analyst for the BBD FP&A team in the New York City Metro area. This role supports forecasting, budgeting, variance analysis, and senior leadership reporting, reporting to the Senior Director, BBD FP&A.

Candidate must reside in the NYC metro area. You will partner with Sales, Operations, Product, and Accounting to deliver timely insights, build financial models, and drive process improvements across FP&A deliverables.