Lead Financial Analyst (Hybrid)

Posted 6 Hours Ago
Be an Early Applicant
Edgewood, NY
95K-110K Annually
3-5 Years Experience
Fintech • Financial Services
The Role
The Lead Financial Analyst will oversee monthly financial activities including forecasts, close processes, and strategic planning. Responsibilities include variance analysis, providing financial insight and recommendations to senior management, and collaborating with different finance teams and business units to ensure accurate financial reporting and data quality.
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 a driven Lead Financial Analyst. The position will have high exposure to senior executives both within and outside of finance and will play a key role in the monthly close, presentation of results to senior leadership, monthly forecasts, QAC, and annual Strategic Plan and Operating Plan. The role will also require ad-hoc analysis, support to senior management, and partnership. The ideal candidate should be comfortable working in an agile fashion and open to performing ad-hoc analysis in addition to their normal responsibilities. The individual should also be comfortable acting as an advisor to senior management and leading less-senior associates through complex processes and analysis.

 

We are made up of high performing teams that meet in person to learn and collaborate as needed. This role is considered hybrid, which means you’ll be assigned to a Broadridge office and given the flexibili

Responsibilities:

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

  • Provide Financial Recommendations & Input to Senior Management

  • Assist Technology FP&A team reporting and monthly close process

  • Identify opportunities to streamline data processes and enhance data quality and efficiency

  • Partner with Sales Finance team and assist in monthly deliverables

  • Co-Lead Rolling forecast process and ICS Strategic Plan

Qualifications:

  • Minimum of 4 years of experience in a 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

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

  • Attention to detail is a must

Salary range $95,000.00-$110,000.00. Bonus Eligible.

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

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

#LI-MJ1


Broadridge associates helped us envision our Connected Workplace - a work model that allows associates around the globe, dependent upon their role responsibilities, to take advantage of the benefits of both on-site and off-site work to support our clients, one another, and the communities where we live and work. Our Connected Workplace is grounded in the concept of FACS: Flexible, Accountable, Connected, and Supported, which is our commitment to our associates. FACS supports our strong culture and allows us to achieve business goals while supporting meaningful work-life integration for our associates.
We are dedicated to fostering a diverse, equitable, and inclusive environment and committed to providing a workplace that empowers associates to be authentic and bring their best to work. We believe that associates can only 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 diversity in all its dimensions.

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. US applicants: Click here to view the "EEO is the Law" poster.

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].

Top Skills

Excel
Oracle
Power BI
SAP
Tableau
The Company
HQ: New Hyde Park, NY
14,000 Employees
Hybrid Workplace
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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