Lead Financial Analyst

Posted 7 Days Ago
2 Locations
In-Office
110K-120K Annually
Mid level
Fintech • Financial Services
The Role
Lead FP&A analyst delivering financial reporting, forecasting, budgeting, predictive modeling, variance analysis, dashboards, and data infrastructure. Partners with corporate and business unit FP&A, sales finance, and senior management to drive operating plans, forecasts, ICS consolidations, and actionable financial insights.
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.

Broadridge is hiring! We are searching for a Lead Financial Analyst, you will have the opportunity to assist in setting up expectations for management, deliver timely financial information including results, forecasting, and budgeting, ad-hoc analysis, predictive modeling, and performance against key operating metrics.

We are seeking a dynamic and detail-oriented professional to join our team. In this role, you will help set financial expectations for management and deliver timely, accurate financial information, including results reporting, forecasting, budgeting, ad hoc analysis, predictive modeling, and performance tracking against key operating metrics. This position reports to the Senior Director.

The ideal candidate will be highly proficient in Excel and PowerPoint, with some working knowledge of Power BI. They will have strong analytical skills, pay close attention to detail, and the have the ability to present financial insights clearly and effectively are essential for success in this role.

Responsibilities

  • Develop and automate financial reports and dashboards to provide actionable insights to senior management.

  • Design, develop, and maintain scalable data infrastructure that supports the FP&A team’s needs.

  • Build and manage comprehensive financial datasets, ensuring accuracy, integrity, and accessibility

  • Leading ICS Consolidations process

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

  • Partner with Sales Finance team and assist in monthly deliverables

Qualifications

  • Minimum of 4 years of experience in 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

  • Drives change management initiatives with a focus on embedding AI into everyday workflows to improve productivity, insights, and scalability.

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

  • Attention to detail is a must

Compensation Range: The salary range for this position is between $110,000 - $120,000.

Bonus Eligibility: Bonus Eligible

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

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

All Colorado employees receive paid sick leave in compliance with the Colorado Healthy Families and Workplaces Act and other legally required benefits, as applicable.  Apply by clicking the application link and submitting your information. The deadline to apply for this role is August 1, 2026

#LI-JS2

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

  • Minimum of 4 years of experience in 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
  • Understanding of finance data flow and tools
  • Proficiency in financial systems (e.g., SAP, Oracle)
  • Proficiency in data visualization tools (e.g., Tableau, Power BI)
  • Proficiency in financial modeling
  • Strong analytical and problem-solving skills with ability to interpret complex financial data
  • Excellent communication skills, capable of simplifying complex ideas
  • Highly collaborative with ability to influence multiple internal partners in a matrixed environment
  • Proactive mindset with desire to drive change and lead change management initiatives (including embedding AI into workflows)
  • Attention to detail

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: 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.

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