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.
ABOUT BROADRIDGE:
Broadridge Financial Solutions is a global fintech leader providing technology-driven solutions that help banks, broker-dealers, asset managers, and public companies operate efficiently and transform their businesses. Broadridge is known for delivering critical infrastructure for investor communications, trading, governance, and capital markets operations. With a strong culture of innovation, operational excellence, and client focus, Broadridge empowers associates to solve complex business challenges and contribute to meaningful outcomes across the global financial ecosystem.
JOB DESCRIPTION:
The CP&A Investment Optimization team is a newly established enterprise finance capability focused on strengthening how Broadridge evaluates, tracks, and enables investments across the organization. The team partners closely with the CFO organization, Corporate Development, Technology, and Business Unit Finance to provide transparency into enterprise investment spend, expected returns, and facilitate strategic decisions.
Your role as Lead or Senior Financial Analyst – Investment Optimization
The Senior Financial Analyst will be a key member of the CP&A Investment Optimization team, responsible for ensuring that approved investment decisions are operationalized in Finance systems and accurately reflected in financial reporting and tracking. The role plays a critical part in maintaining the integrity of enterprise investment data and enabling reliable visibility into investment spend and outcomes.
This role partners with CP&A leadership, Business Unit FP&A, Corporate Functions Finance, and Accounting to translate investment decisions into system-based financial reality. Success requires strong financial systems acumen, attention to detail, and the ability to operate effectively in a fast-moving, build-phase environment. The role offers a unique opportunity to help establish a new enterprise finance capability from the ground up while gaining broad exposure to strategic investment decision-making at Broadridge.
CORE RESPONSIBILITIES:
- Maintain and validate the core enterprise investment dataset, ensuring accuracy, completeness, and reasonableness across planning, reporting, and financial systems
- Operationalize approved investment decisions by:
- Creating and maintaining investment IDs / project codes for tracking
- Loading approved funding into financial systems
- Ensuring appropriate expense and capitalization treatment in partnership with Accounting
- Reconcile investment data across systems to support consistent reporting and portfolio visibility
- Enable tracking of investment spend and outcomes versus approved business cases and expectations
- Prepare standardized reporting and dashboards to support portfolio reviews and leadership discussions
- Support ad hoc strategic and investment decision analysis, including data preparation, modeling support, and scenario analysis
- Partner with Business Unit FP&A and Corporate Functions Finance to align investment data, reporting, and tracking standards
- Identify data issues, process gaps, and opportunities to improve investment tracking, reporting efficiency, and control
- Support continuous improvement of investment-related financial processes, documentation, and analytical tools
QUALIFICATIONS:
- Bachelor’s degree in Finance, Accounting, or a related field
- 4–7 years of prior experience in FP&A, financial operations, or a related finance role
- Strong understanding of financial systems, reporting structures, and data reconciliation
- Highly proficient in Microsoft Excel
- Experience with financial planning and reporting tools (e.g., Oracle, Oracle Analytics, TM1, or similar systems) preferred
- Strong attention to detail with the ability to assess whether financial data “makes sense”
- Ability to manage multiple priorities in a dynamic environment
- Clear written and verbal communication skills
- Team-oriented, proactive, and comfortable operating in a role with evolving processes
- Demonstrated ability to identify process improvement opportunities that enhance efficiency and strengthen controls
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.
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.
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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.
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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.
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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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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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