Strategic FP&A Lead: Revenue, Forecasting & Insights

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

Benefits offered by this job

Bonus Eligible

Job summary

Broadridge is seeking a Lead Financial Analyst to join the IC S FP&A team, driving forecasting, budgeting, variance analysis, and strategic decision support for the Customer Communications Solutions unit.

You will partner with On-Boarding, Sales, Operations, Accounting, and other finance teams to deliver actionable insights, build robust models, and produce executive-ready reports on a monthly and quarterly cadence.

Qualifications

• 4+ years of relevant FP&A, finance, accounting, decision support, or related analytical experience.
• Experience in preparing and reviewing journal entries.
• Strong analytical and problem-solving skills with the ability to interpret financial data and communicate insights clearly.
• Extensive experience with financial reporting, budgeting, forecasting, and variance analysis.
• Proficiency in Microsoft Excel required; experience with TM1, Oracle, Anaplan, and Power BI preferred.
• Familiarity with AI tools and analytics techniques to improve financial analysis, forecasting, reporting, and decision support.
• Strong attention to detail, intellectual curiosity, problem-solving ability, and sense of ownership.
• Proven ability to manage multiple priorities and meet deadlines in a fast-paced environment.
• Excellent communication skills with the ability to present financial insights to non-finance stakeholders and senior leaders.
• Collaborative mindset with the ability to work across teams, build strong working relationships, and influence partners to drive results in a matrixed environment.
• Self-starter who can work on multiple projects with minimal direct supervision.
• Ability to put in time to meet month end deadlines.
• Motivated to learn, improve processes, and grow within a finance organization.
• Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field.

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 business drivers.
• Serve as the primary finance business partner for the Client Success team related to new sales and onboarding.
• Review and analyze revenue results by client during month end close process to use in creating a consolidated reporting package for management.
• Responsible for the P&L for one segment including expense and revenue forecasting, budgeting, and monthly close process.
• Prepare monthly, quarterly, and annual reporting packages with clear commentary on performance versus forecast, plan and prior year.
• Provide insightful variance and trend analysis, including identification of underlying business drivers and recommended actions to improve business performance.
• Collaborate with cross-functional partners, including On-Boarding, Sales, Operations, Accounting, Corporate FP&A, and other finance teams, to collect inputs, validate assumptions, and align on financial outlooks.
• Develop and maintain financial models to support forecasting, scenario analysis, business cases, pricing, client or product profitability, and strategic initiatives.
• Complete ad hoc analysis and executive-ready materials to support business reviews, strategic decisions, and senior leadership requests.
• Drive process improvement and implementation of AI tools to improve automation for the budgeting and forecast process, data cleansing, and other processes.
• Serve as a trusted finance partner by communicating financial insights clearly, challenging assumptions constructively, and influencing business decisions through data-driven analysis

Skills

Forecasting

Budgeting

Variance analysis

Financial modeling

Communication

Multitasking

Education

Bachelor's degree in Finance or related field

Tools

Microsoft Excel

TM1

Oracle

Anaplan

Power BI

Job description

Broadridge is seeking a Lead Financial Analyst to join the IC S FP&A team, driving forecasting, budgeting, variance analysis, and strategic decision support for the Customer Communications Solutions unit.

You will partner with On-Boarding, Sales, Operations, Accounting, and other finance teams to deliver actionable insights, build robust models, and produce executive-ready reports on a monthly and quarterly cadence.