Tech FP&A Finance Manager: AWS Forecasting & Strategy

Financeroles; New York (NY); On-site; USD 125,000 - 130,000; Full time

Benefits offered by this job

Bonus Eligible

Benefits information via Broadridge

Job summary

Broadridge is seeking a Finance Manager to lead financial planning, forecasting, and strategic decision support across the segment's technology and engineering organization, including Corporate Engineering and BTCS. The ideal candidate will combine strong financial acumen with leadership to build scalable processes, drive automation, and deliver actionable insights to senior executives.

This role requires guiding end-to-end planning, coordinating with Engineering, Technology, and Finance, and

Qualifications

• 6+ years of FP&A, corporate finance or related experience.
• Demonstrated leadership of complex financial planning processes.
• Advanced financial modeling, forecasting, and analytical skills.
• Expert-level Excel skills and proficiency with FP tools (TM1, Anaplan, or similar).
• Experience with Power BI or other data visualization tools.
• Proven ability to lead large-scale planning processes and influence senior stakeholders.
• Strong executive communication and presentation skills.
• Experience supporting technology, engineering, cloud, infrastructure, or software organizations is preferred.

Responsibilities

• Own the engineering and segment technology labor CoE, including forecasting and planning for 2,000+ Engineering FTEs, contractors and deferred labor at an initiative level.
• Own end-to-end AWS forecasting for the segment, partnering with engineering leadership, business management, and internal finance to build centralized processes.
• Collaborate with the broader Technology FP&A team on forecasting for technology software, data center expenses (Mainframe, Private Cloud, and Software), and other key areas.
• Review and present consolidated monthly reporting packages, forecast packages, and annual operating/strategic plan presentations.
• Own Technology component of corporate investment processes, including regular reporting on technology segment investments and driving advancement of initiative-level tracking.
• Partner with senior business leaders to evaluate strategic initiatives, quantify financial impacts, and support data-driven decision making.
• Lead team through monthly close activities, working closely with Accounting, CP&A, and other teams to ensure accurate expense recognition, deferrals, and capital treatment in line with BR policy.
• Serve as a thought leader within the broader Technology Finance group, stepping up during high-demand periods and working cross-functionally.
• Own and present deferred labor reporting dashboards, providing actionable insights into deferred labor trends.
• Partner with CP&A and segment HQ finance teams to deliver insights on both expenses and capital spend.
• Develop and maintain investment templates for IUS/Capital programs, with support from the broader team as needed.
• Lead continuous improvement efforts focused on process optimization, automation, reporting enhancements, and financial systems utilization.
• Provide leadership, coaching, and mentorship to analysts and junior finance professionals while fostering a culture of accountability, collaboration, and continuous development.

Skills

Leadership of FP&A processes

Advanced financial modeling

Excel

TM1/Anaplan

Power BI

Executive communication

Stakeholder influence

Multi-time-zone leadership

Education

Bachelor’s degree in finance, Economics, Accounting or Related Field

MBA, CPA, CFA or equivalent preferred

Tools

TM1

Anaplan

Power BI

Job description

Broadridge is seeking a Finance Manager to lead financial planning, forecasting, and strategic decision support across the segment's technology and engineering organization, including Corporate Engineering and BTCS. The ideal candidate will combine strong financial acumen with leadership to build scalable processes, drive automation, and deliver actionable insights to senior executives.

This role requires guiding end-to-end planning, coordinating with Engineering, Technology, and Finance, and