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 Growing! We are seeking a Technical PMO Analyst with Power BI to support portfolio reporting, dashboarding, and financial-data transformation across the GTO project portfolio. Although titled Technical Project Manager, this role is primarily focused on creating and maintaining Power BI and QuickBase dashboards; ensuring data accuracy and timely updates; and transforming spreadsheet-based financial reporting into scalable, data-centric reporting solutions.
This role will be a critical partner to the Broadridge Finance Transformation project, working with centralized PMO leadership (Grand Central), finance stakeholders, and technology teams to improve the availability, quality, and analysis of portfolio cost, revenue, and financial-performance data. The role reports directly to the VP, Head of Project Controls and Reporting, with reporting ultimately supporting the GTO COO and GTO General Managers.
Work-Mode: This is a remote role where you will work off-site. Travel is limited and generally used for team learning and collaboration meetings.
Key Responsibilities:
• Create, maintain, and enhance project portfolio dashboards (Everest) and reporting using Power BI and QuickBase. Accountable to drive new design, evolving current design and views, and leveraging technology expertise to evolve reporting platform(s) as needed.
• Ensure portfolio, project, cost, revenue, forecast, and financial-performance data is accurate, complete, consistent, and updated on time. Create executive-level analyses for decision-making and course-correction.
• Use AI-enabled tools and analytical techniques to extract, structure, reconcile, and analyze financial data currently maintained in Excel spreadsheets.
• Support the transition from spreadsheet-based financial reporting to a governed, data-centric repository with reusable reporting logic and performance metrics.
• Partner with the Broadridge Finance Transformation project to define reporting requirements, data structures, controls, and business logic for GTO portfolio financial metrics.
• Translate ongoing dashboard requirements and enhancement requests from centralized PMO leaders into effective reporting and visualization solutions.
• Develop executive-ready reporting for the GTO COO, GTO General Managers, and other senior stakeholders.
• Identify data-quality issues, reporting discrepancies, manual-process risks, and opportunities to automate reporting workflows.
• Maintain dashboard documentation, data definitions, reporting logic, refresh schedules, and enhancement backlogs.
• Responsible for monitoring finance exceptions (MBO wins, Broad wins) for monthly business day reporting to GTO COO and GTO CFO.
• Collaborate with finance, PMO, technology, and business stakeholders to establish consistent portfolio reporting standards.
Required Qualifications:
• Experience developing and maintaining Power BI dashboards, reports, data models, and visualizations.
• Experience with Quickbase, including reporting, dashboards, application configuration, and data management.
• Strong financial acumen, including cost, revenue, budget, forecast, actuals, variance, and financial-performance analysis.
• Experience working with large, Excel-based financial data spreadsheets, conducting data validation, reconciliation, transformation, and reporting.
• Experience using AI-enabled tools or automation techniques to analyze, organize, visualize and improve financial and operational data reporting.
• Experience supporting PMO, project portfolio, finance transformation, business intelligence, or executive reporting initiatives.
• Strong attention to detail, data-quality discipline, and ability to investigate and resolve reporting discrepancies.
• Ability to work effectively with a centralized PMO leadership team (Grand Central) and manage recurring reporting responsibilities alongside changing requirements.
• Strong written and verbal communication skills, including the ability to explain financial and portfolio insights to senior leaders.
Preferred Qualifications
• Experience supporting finance transformation, data modernization, or enterprise reporting initiatives. Ability to direct technical peers and junior staff as needed.
• Knowledge of data governance, financial controls, data repositories, and reporting-standardization practices.
• Experience in a large, matrixed technology or financial services/Fintech organization.
Hourly range $70-80/hr
Broadridge considers various factors when evaluating a candidate's final salary including, but not limited to, relevant experience, skills, and education.
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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
- Experience developing and maintaining Power BI dashboards, reports, data models, and visualizations.
- Experience with Quickbase, including reporting, dashboards, application configuration, and data management.
- Strong financial acumen, including cost, revenue, budget, forecast, actuals, variance, and financial-performance analysis.
- Experience working with large Excel-based financial data spreadsheets, including validation, reconciliation, transformation, and reporting.
- Experience using AI-enabled tools or automation techniques to analyze, organize, visualize, and improve financial and operational data reporting.
- Experience supporting PMO, project portfolio, finance transformation, business intelligence, or executive reporting initiatives.
- Strong attention to detail, data-quality discipline, and ability to investigate and resolve reporting discrepancies.
- Ability to work effectively with centralized PMO leadership and manage recurring reporting responsibilities alongside changing requirements.
- Strong written and verbal communication skills, including the ability to explain financial and portfolio insights to senior leaders.
- Experience supporting finance transformation, data modernization, or enterprise reporting initiatives.
- Ability to direct technical peers and junior staff as needed.
- Knowledge of data governance, financial controls, data repositories, and reporting-standardization practices.
- Experience in a large, matrixed technology or financial services/Fintech organization.
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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