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

Reposted Yesterday
Be an Early Applicant
New York, NY, USA
In-Office
110K-130K Annually
Senior level
Fintech • Financial Services
The Role
The Finance Manager oversees sales performance analytics, enhances forecasting accuracy, reports metrics to leadership, and collaborates across teams to optimize sales operations.
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.

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- $130,000.00 USD.

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.

#LI-CS2

    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].

    Skills Required

    • 5+ years of experience in FP&A, sales finance, revenue analytics or related field
    • Strong understanding of sales metrics and revenue drivers
    • Experience working with Salesforce data and sales reporting environments
    • Strong financial modeling skills
    • Excellent communication skills
    • Proficient in Salesforce, Power BI, TM1, Oracle
    • SQL, Python, or other data analytics tools strongly preferred

    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.

    Broadridge Insights

    Am I A Good Fit?
    beta
    Get Personalized Job Insights.
    Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

    The Company
    HQ: New Hyde Park, 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.

    Gallery

    Gallery

    Similar Jobs

    Optum Logo Optum

    Associate Patient Care Coordinator

    Artificial Intelligence • Big Data • Healthtech • Information Technology • Machine Learning • Software • Analytics
    In-Office
    Plainview, NY, USA
    160000 Employees
    16-29 Hourly

    Optum Logo Optum

    Personal Care Aide - Rhinebeck

    Artificial Intelligence • Big Data • Healthtech • Information Technology • Machine Learning • Software • Analytics
    In-Office
    Rhinebeck, NY, USA
    160000 Employees
    14-26 Hourly

    Optum Logo Optum

    Nurse Practitioner or Physician Assistant - HouseCalls - Rensselaer, Saratoga, Albany

    Artificial Intelligence • Big Data • Healthtech • Information Technology • Machine Learning • Software • Analytics
    In-Office
    Albany, NY, USA
    160000 Employees
    125K-175K Annually

    Optum Logo Optum

    Consultant

    Artificial Intelligence • Big Data • Healthtech • Information Technology • Machine Learning • Software • Analytics
    In-Office or Remote
    New York, NY, USA
    160000 Employees
    73K-130K Annually

    Similar Companies Hiring

    Scotch Thumbnail
    Artificial Intelligence • eCommerce • Fintech • Payments • Retail • Software • Analytics
    US
    35 Employees
    Kepler  Thumbnail
    Fintech • Software
    New York, New York
    6 Employees
    Onshore Thumbnail
    Artificial Intelligence • Fintech • Software • Financial Services
    New York, New York
    60 Employees

    Sign up now Access later

    Create Free Account

    Please log in or sign up to report this job.

    Create Free Account