Broadridge

Lead Financial Analyst

Broadridge$110K — $120K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 4+ years of finance experience, preferably in FP&A or decision support roles.
  • Strong analytical skills and understanding of P&L management.
  • High proficiency in Excel and MS Office applications is essential.
  • Familiarity with finance data flow and relevant tools.
  • Experience with financial systems (e.g., SAP, Oracle) and data visualization tools (e.g., Tableau, Power BI).
  • Excellent communication skills for conveying complex financial data simply.
  • Collaborative team player with the ability to influence internal partners.

Responsibilities

  • Develop and automate financial reports and dashboards for senior management.
  • Design and maintain a scalable data infrastructure for FP&A needs.
  • Build and manage comprehensive financial datasets, ensuring their accuracy and integrity.
  • Lead the ICS Consolidations process efficiently.
  • Collaborate with Corporate FP&A on ad-hoc analysis and routine deliverables.
  • Drive planning cycles including operating plans and monthly forecasts.
  • Review financial results with Business Unit FP&A Leads.

Benefits

  • Comprehensive benefit offerings including health coverage, retirement plans, and more (details on Broadridge benefits site).
  • Paid sick leave conforms to Colorado's Healthy Families and Workplaces Act.
  • Bonus eligibility based on performance.
Full Job Description

Broadridge is hiring! We are searching for a Lead Financial Analyst, you will have the opportunity to assist in setting up expectations for management, deliver timely financial information including results, forecasting, and budgeting, ad-hoc analysis, predictive modeling, and performance against key operating metrics.

We are seeking a dynamic and detail-oriented professional to join our team. In this role, you will help set financial expectations for management and deliver timely, accurate financial information, including results reporting, forecasting, budgeting, ad hoc analysis, predictive modeling, and performance tracking against key operating metrics. This position reports to the Senior Director.

The ideal candidate will be highly proficient in Excel and PowerPoint, with some working knowledge of Power BI. They will have strong analytical skills, pay close attention to detail, and the have the ability to present financial insights clearly and effectively are essential for success in this role.

Responsibilities
  • Develop and automate financial reports and dashboards to provide actionable insights to senior management.

  • Design, develop, and maintain scalable data infrastructure that supports the FP&A team’s needs.

  • Build and manage comprehensive financial datasets, ensuring accuracy, integrity, and accessibility

  • Leading ICS Consolidations process

  • Partnering with Corporate FP&A on ad-hoc analysis and BAU deliverables

  • Driving Operating Plan, Strat Plan, Monthly Results and Monthly Forecasts

  • Partnering with Business Unit FP&A Leads to review results

  • Variance Analysis including commentary and presentation of results

  • Partner with Sales Finance team and assist in monthly deliverables

Qualifications
  • Minimum of 4 years of experience in finance preferably FP&A or Decision Support functions

  • Excellent analytical, financial and business management skills with good understanding of P&L management

  • High proficiency in Excel and MS Office Applications is a must

  • Understanding of Finance data flow and tools

  • Proficiency in financial systems (e.g., SAP, Oracle), data visualization tools (e.g., Tableau, Power BI), and financial modeling

  • Strong analytical and problem-solving skills with the ability to interpret complex financial data and provide insights

  • Excellent communication skills, capable of simplifying complex ideas to actionable messages

  • Highly collaborative with the ability to influence multiple internal partners to drive results in a matrixed environment

  • Proactive mindset with a desire to drive change

  • Drives change management initiatives with a focus on embedding AI into everyday workflows to improve productivity, insights, and scalability.

  • Results-oriented with the ability to work under pressure, navigate through ambiguity, draw linkages, and balance multiple priorities

  • Attention to detail is a must

Compensation Range: The salary range for this position is between $110,000 - $120,000.

Bonus Eligibility: Bonus Eligible

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

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

All Colorado employees receive paid sick leave in compliance with the Colorado Healthy Families and Workplaces Act and other legally required benefits, as applicable.  Apply by clicking the application link and submitting your information. The deadline to apply for this role is August 1, 2026

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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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