Finance Manager, Corporate Planning & Analytics

Posted 2 Days Ago
New York, NY, USA
In-Office
100K-110K Annually
Entry level
Fintech • Financial Services
The Role
Own annual operating and strategic planning, forecasts, financial models, scenario analyses, performance reporting, and executive communications. Analyze financial and operational results, evaluate investments and corporate development activity, improve planning and reporting processes, and partner with senior leaders across Finance and the business. The role also supports Board materials, special projects, data quality improvements, automation, and mentoring within the Corporate Planning & Analytics team.
Summary Generated by Built In

At Broadridge, we've built a culture where the highest goal is to empower others to accomplish more. If you’re passionate about developing your career, while helping others along the way, come join the Broadridge team.

We are seeking an energetic, highly analytical Manager to join Corporate Planning & Analytics (CP&A). This individual will play a key role in helping shape the Company's financial plans, forecasts, performance reporting, and strategic analyses. The role offers broad exposure to senior leaders and partners across the organization, with the opportunity to turn complex data into clear, actionable insights.

CP&A is a trusted partner to the CEO, CFO, and Executive Leadership Team, providing financial, strategic, and operational perspective to support enterprise decision-making. Our team leads core planning processes, evaluates business performance and investment opportunities, and develops executive-ready materials for leadership and the Board of Directors.


This role is considered hybrid, which means you'll be assigned to a Broadridge office and given the flexibility to work remotely.


Responsibilities

  • Own and execute key components of the annual Operating Plan, Strategic Plan, and recurring forecast processes, including coordination with Business Unit Finance and Corporate Functions.
  • Develop financial models, forecasts, and scenario analyses to assess business performance, strategic initiatives, investment opportunities, and key risks and opportunities.
  • Analyze internal financial and operational results, including revenue, expenses, profitability, capital, and other performance metrics; clearly communicate drivers, trends, and implications.
  • Support the development of executive and Board of Directors materials, translating complex analyses into concise, decision-oriented narratives and visuals.
  • Support ad hoc financial and strategic analyses, special projects, and executive requests, applying rigorous analysis and clear storytelling to inform enterprise decision-making.
  • Partner with Finance, Strategy, Accounting, Treasury, and business leaders to align assumptions, validate data, and drive accountability through the planning and reporting cycle.
  • Support the evaluation of the financial impact of corporate development activity, enterprise investments, and other strategic decisions, as needed.
  • Enhance planning, reporting, and analytical processes through automation, standardized tools, stronger controls, and improved data quality.
  • Contribute to a high-performing, collaborative Finance culture by sharing knowledge, mentoring junior team members across the broader CP&A team, and continuously raising the quality of team outputs.

Salary Range: $100,000–$110,000 annually, plus bonus eligibility and a comprehensive benefits package. For more information about our benefits, visit www.broadridgebenefits.com.

We are dedicated to fostering a collaborative, engaging, and inclusive environment and are committed to providing a workplace that empowers associates to be authentic and bring their best to work. We believe that associates do their best when they feel safe, understood, and valued, and we work diligently and collaboratively to ensure Broadridge is a company—and ultimately a community—that recognizes and celebrates everyone’s unique perspective.

Use of AI in Hiring 

As part of the recruiting process, Broadridge may use technology, including artificial intelligence (AI)-based tools, to help review and evaluate applications. These tools are used only to support our recruiters and hiring managers, and all employment decisions include human review to ensure fairness, accuracy, and compliance with applicable laws. Please note that honesty and transparency are critical to our hiring process. Any attempt to falsify, misrepresent, or disguise information in an application, resume, assessment, or interview will result in disqualification from consideration.

US applicants: Click here to view the EEOC "Know Your Rights" poster.

Disability Assistance

We recognize that ensuring our long-term success means creating an environment where everyone is welcome, where everyone's strengths are valued, and where everyone can perform at their best. Broadridge provides equal employment opportunities to all associates and applicants for employment without regard to race, color, religion, sex (including sexual orientation, gender identity or expression, and pregnancy), marital status, national origin, ethnic origin, age, disability, genetic information, military or veteran status, and other protected characteristics protected by applicable federal, state, or local laws. 

If you need assistance or would like to request reasonable accommodations during the application and/or hiring process, please contact us at 888-237-7769 or by sending an email to [email protected].

Broadridge Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Broadridge and has not been reviewed or approved by Broadridge.

  • Healthcare Strength — Healthcare coverage is described as broad, with multiple medical plan options plus dental, vision, prescription coverage, and telehealth access. Preventive care is framed as fully covered in-network, alongside added supports like an employee assistance program and on-site wellness availability in some locations.
  • Retirement Support — Retirement support is positioned as meaningfully supportive via a 401(k) match structure that increases with tenure. Added financial support such as one-on-one financial counseling is also included as part of the broader rewards approach.
  • Parental & Family Support — Parental support is presented as substantial, including up to nine weeks of paid new-parent salary continuation. Additional family-oriented programs like back-up care and dependent-care options are included in the benefits mix.

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The Company
HQ: Lake Success, NY
14,000 Employees
Year Founded: 2007

What We Do

Broadridge Financial Solutions, Inc. (NYSE: BR), is a global fintech leader, delivering technology-driven solutions that drive digital transformation for banks, broker-dealers, asset and wealth managers and public companies. At Broadridge, we are committed to making a difference. Our unique culture is guided by the Service-Profit Chain—the idea that success is mutual, directly connecting employee engagement, client satisfaction, and the creation of stockholder value. We enable better financial lives by providing the critical infrastructure that powers investing, corporate governance and communications. A certified Great Place to Work®, Broadridge is part of the S&P 500® Index, employing over 14,000 associates in 21 countries.

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