Broadridge

Lead Financial Analyst, FP&A

Broadridge$95K — $105K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 3-5 years of FP&A or finance-related experience
  • Bachelor’s degree in finance, accounting, business management, or related field
  • MBA, CPA, or equivalent preferred
  • Strong Excel skills including V/X-Lookup, SUMIFS, and Pivot Tables
  • Experience with IBM Cognos, Anaplan, or similar ERP systems
  • Excellent written and verbal communication skills
  • Ability to manage multiple priorities in a fast-paced environment

Responsibilities

  • Provide timely and accurate financial and variance analysis for monthly forecasts and annual budgets
  • Assist with month-end close processes to ensure timely financial reporting
  • Build relationships with cross-functional teams to contribute insights for strategic decision-making
  • Track product revenue and conduct regular reviews with business partners
  • Analyze and manage expenses, including headcount and product profitability
  • Maintain sales to revenue tracking and waterfall reporting for management
  • Identify opportunities for process improvements within FP&A functions

Benefits

  • Hybrid working model with flexibility to work remotely and in-office
  • Comprehensive employee benefit offerings
  • Opportunities for professional development and growth
  • Collaborative work environment fostering teamwork and relationship building
  • Engagement in ad-hoc projects across Finance and Broadridge
Full Job Description
Broadridge is hiring a Lead Financial Analyst, FP&A who will partner with the business to provide insights to drive sound business decisions for the RFS (Regulatory Fund Solutions) management team, through detailed FP&A reporting and analytics. You will be involved in the timely delivery of monthly, annual, and strategic financial budgets including variance analysis to the business and the wider Finance Organization. This role is considered hybrid, which means you will be assigned to a Broadridge office and given the flexibility to work remotely and meet in person to learn and collaborate as needed but at a minimum 1-2 times a week. Responsibilities • Timely provision of accurate financial and variance analysis to RFS finance team for monthly actuals and forecasts plus annual budgets and multi-year strategic plans within a strict deadline environment • Partner with the Financial Accounting team to assist with the month-end close to ensure the financials are accurately reported within required timelines • Build and manage relationships with business partners across multiple functional teams to build scenarios, analyze financial performance including risks and opportunities, provide insight and contribute to strategic decision making • Ensure accurate forecasting and planning including variance identification and analysis through: • Detailed tracking of Product revenue including regular reviews with the business. • Preparation and review of volume and price trends • Partnering with sales and operations team to review sales pipeline and new client contracts • Tracking contract end dates to identify client losses and concessions • Tracking and managing expenses, including headcount • Understanding product profitability & pursuing areas of growth for margin expansion • Sales to revenue tracking, split by client for each sale, matching revenues received to original sales, including monitoring for potential future sales revaluations. • Maintaining waterfall reporting via sales to revenue tracking for management reporting • Identify and implement process improvement initiatives across the FP&A function. • Participating in ad-hoc projects within Finance or wider Broadridge. Your profile • 3-5 years’ experience within FP&A or other Finance-related duties • Bachelor’s degree in finance, Accounting, Business Management, or related field • MBA, CPA, or equivalent is a plus • Strong Excel skills required (V/X-Lookup, SUMIFS, Pivot Table detail, etc.) and ability to manipulate large data sets to analyze trends inherent within. • Experience in using IBM Cognos, Anaplan, or other ERP systems • Strong Microsoft Office and preferably also PowerBI (desirable but not essential). • Demonstrate high level of intelligence and ability to grasp new tasks and information in a fast moving, deadline driven environment with consistent delivery of high levels of productivity, efficiency, and quality. • Excellent written and communication skills. • Ability to develop strong, collaborative relationships, fostering teamwork and gaining the confidence and trust of others. • Experience of handling multiple demands and competing priorities, even in complex situations and projects. • Anticipation and the ability to deal constructively with unexpected challenges or sudden changes in priorities, which arise from working in a demanding environment.  • Demonstrate ability to show diligence while working with large volumes of data but also be able to step back and see “the big picture.” • Ability to work in in office and as a virtual team, with colleagues in the multiple locations. Salary: $95,000.00 to $105,000.00 depending upon experience. Broadridge considers various factors when evaluating a candidate's final salary including, but not limited to, relevant experience, skills, and education. Please visit for more information on our comprehensive benefit offerings. #LI-VP1

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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