Broadridge

Finance Manager, Global Sales & Marketing, FP&A ( Hybrid- NYC)

Broadridge$110K — $125K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5+ years of experience in FP&A, sales finance, revenue analytics, or related field
  • Strong grasp of sales metrics, bookings, and forecasting methodologies
  • Ability to transform data into insights for senior management influence
  • Experience with Salesforce and sales reporting environments
  • Expert financial modeling skills with P&L impact knowledge
  • Excellent storytelling ability through data
  • Proactive approach with a focus on automation and improvements
  • Collaborative mindset within matrixed structures
  • Ability to prioritize in fast-paced environments
  • Proficient in Salesforce, Power BI, TM1, Oracle; SQL and Python experience preferred

Responsibilities

  • Own sales performance reporting and analytics across GSMS
  • Partner with Sales leadership on pipeline health and deal progression insights
  • Enhance sales forecasting processes to improve predictability
  • Develop executive-level dashboards for clarity in decision-making
  • Analyze sales productivity and efficiency metrics
  • Support monthly and quarterly business reviews with variance analysis
  • Collaborate with Sales Operations to sync financial reporting with CRM
  • Drive data integrity across sales reporting and financial systems
  • Identify automation opportunities for reporting optimization
  • Support strategic initiatives like territory planning

Benefits

  • Comprehensive benefit offerings available via company website
  • Bonus eligibility
  • Opportunity for professional development
  • Collaborative work environment
  • Flexible work arrangements
Full Job Description

The Manager, Global Sales Marketing Solution (GSMS) Sales Analytics & Reporting supports financial strategy, planning, and performance management for GSMS. Reporting to the GSMS FP&A Director, this role serves as a key partner to global go-to-market leadership, translating sales activity, pipeline dynamics, and financial outcomes into actionable insights.

This role will play a critical part in elevating sales visibility, strengthening forecasting accuracy, and driving accountability across bookings, pipeline, and revenue performance.

Key Responsibilities

  • Own sales performance reporting and analytics, including bookings, pipeline, revenue conversion, and productivity metrics across GSMS
  • Partner with Sales leadership to provide insights into pipeline health, deal progression, win/loss trends, and forecasting accuracy
  • Enhance sales forecasting processes, integrating pipeline data with financial outlooks to improve predictability and transparency
  • Lead development of executive-level dashboards and reporting, delivering clear, actionable insights for senior leadership and earnings preparation
  • Analyze sales productivity and efficiency, including coverage ratios, quota attainment, and ROI on sales investments
  • Support monthly and quarterly business reviews, including variance analysis, performance storytelling, and key driver identification
  • Collaborate with Sales Operations and other Business units to ensure alignment between financial reporting, CRM data (Salesforce), and business metrics
  • Drive data integrity and governance across sales reporting, ensuring consistency across pipeline, bookings, and financial systems
  • Identify opportunities to automate and streamline reporting, leveraging tools such as Power BI, and other analytics platforms
  • Support strategic initiatives, including territory planning, investment prioritization, and go-to-market optimization

Qualifications:

  • 5+ years of experience in FP&A, sales finance, revenue analytics, or related field
  • Strong understanding of sales metrics and revenue drivers, including pipeline management, bookings, and forecasting methodologies
  • Proven ability to translate data into insights and influence decision-making with senior stakeholders
  • Experience working with Salesforce data and sales reporting environments
  • Strong financial modeling skills with an understanding of how sales activity translates into P&L impact
  • Excellent communication skills, with the ability to tell a clear, compelling story using data
  • Proactive, solutions-oriented mindset with a focus on continuous improvement and automation
  • Highly collaborative, with the ability to partner across Finance, Sales, and Operations in a matrixed environment
  • Ability to manage multiple priorities in a fast-paced, deadline-driven environment
  • Proficient in Salesforce, Power BI, TM1, Oracle required; SQL, Python, or other data analytics tools strongly preferred

Compensation Range: The salary range for this position is between $110,000.00- $125,000.00.

Broadridge considers various factors when evaluating a candidate's final salary including, but not limited to, relevant experience, skills, and education.

Bonus Eligibility: Bonus Eligible

Benefits Information: Please visit www.broadridgebenefits.com for more information on our comprehensive benefit offerings for this role.

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    About Broadridge

    Broadridge Financial Solutions, Inc. is a leading provider of investor communications and technology-driven solutions to banks, broker-dealers, asset and wealth managers and corporate issuers. With over 10,000 associates in 18 countries, Broadridge delivers the critical infrastructure that powers investing, corporate governance and communications to enable better financial lives. Broadridge is the leading provider of proxy services, handling more than 50% of the shares voted at the annual meetings of S&P 500 companies. The company also provides transaction processing services for fixed income, equity, and mutual funds, as well as technology solutions for wealth management.
    Learn more about Broadridge
    Size
    13,704 employees
    Market Cap
    $15.9 billion
    Industry
    Net Income
    $518.8 million
    Founded
    1962
    5 Year Trend
    +6.6%
    Revenue
    $4.6 billion
    NASDAQ

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