Senior Financial Analyst

Posted 5 Days Ago
Be an Early Applicant
Cluj-Napoca, Cluj, ROU
In-Office
Senior level
Fintech • Financial Services
The Role
Lead Sales and Revenue reporting and analytics for ICS; co-lead budgeting, forecasting and strategic finance processes; perform financial analysis, investment optimization, process improvements, predictive modeling, and partner with business leaders to drive performance and change.
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.

About

Broadridge Financial Solutions, a global Fintech leader with more than $5 billion in revenues, provides the critical infrastructure that powers investing, corporate governance and communications to enable better financial lives. Our technology-driven solutions drive digital transformation to help our clients get ahead of today’s challenges to capitalize on what’s next.

Investor Communication Solutions (ICS) helps clients in North America and Europe meet their regulatory compliance needs and manage critical communications to shareholders. We serve banks, brokers, mutual funds, retirement funds, and corporate issuers. Proxy mailings and vote processing account for a large portion of ICS—the industry relies on us for quarterly and annual meetings and to enhance, print, and send disclosure communications, prospectus, and other financial communications to investors in equity securities and mutual funds.

The Finance team brings understanding and predictability to the company’s core operations, and we work closely with our key business partners to accelerate long-term growth for Broadridge. This is an excellent opportunity for an individual to enhance or gain deep knowledge of the Broadridge business, as well as exposure to senior leaders across the organization.

We are hiring a Senior Financial Analyst in ICS HQ team. You will have the opportunity to Co-lead 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. This position will report to the Senior Director ICS FP&A based out of NY area.

Responsibilities:

  • Own the Sales and Revenue Reporting and analytics function

  • Evolve Sales and Revenue function to be world class excellence across all operations including profitability measurement, metrics, reporting, processes

  • Co-lead finance processes (Strat Plan, budgets, rolling forecast) for the ICS organization

  • Conduct financial analyses to evaluate strategic initiatives to accelerate growth

  • Manage Investment Optimization

  • Identify and implement process improvement initiatives

  • Build and manage relationships with multiple business partners to review financial performance and opportunities

Qualifications:

  • 5+ years of relevant experience in FP&A, decision Support, strategic finance

  • Proficiency in TM1, Oracle, and PowerBI a must

  • Demonstrate excellent personal accountability and work with minimal supervision

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

  • Advanced proficiency in financial modeling, and data visualization

  • Attention to detail is essential

  • Highly adoptable and proven track record to drive change

  • 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

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

#LI-CB1

#LI-Hybrid

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.

Skills Required

  • 5+ years of relevant experience in FP&A, decision support, strategic finance
  • Proficiency in TM1
  • Proficiency in Oracle
  • Proficiency in Power BI
  • Advanced proficiency in financial modeling
  • Advanced proficiency in data visualization
  • Excellent communication skills with ability to simplify complex ideas
  • Demonstrated personal accountability and ability to work with minimal supervision
  • Attention to detail
  • Highly collaborative with ability to influence partners in a matrixed environment
  • Experience driving change management initiatives and embedding AI into workflows

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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