Lead Financial Analyst, FP&A

Broadridge is hiring a Lead Financial Analyst, FP&A to support its Regulatory Fund Solutions management team. The role provides financial reporting, forecasting, budgeting, variance analysis, and business insights while partnering with accounting, sales, operations, and other functional teams to support strategic decisions and process improvements.

Responsibilities

Timely provision of accurate financial and variance analysis to RFS finance team for monthly actuals and forecasts plus annual budgets and multi-year strategic plans within a strict deadline environment

Partner with the Financial Accounting team to assist with the month-end close to ensure the financials are accurately reported within required timelines

Build and manage relationships with business partners across multiple functional teams to build scenarios, analyze financial performance including risks and opportunities, provide insight and contribute to strategic decision making

Ensure accurate forecasting and planning including variance identification and analysis through: + Detailed tracking of Product revenue including regular reviews with the business. + Preparation and review of volume and price trends + Partnering with sales and operations team to review sales pipeline and new client contracts + Tracking contract end dates to identify client losses and concessions + Tracking and managing expenses, including headcount + Understanding product profitability & pursuing areas of growth for margin expansion

Sales to revenue tracking, split by client for each sale, matching revenues received to original sales, including monitoring for potential future sales revaluations

Maintaining waterfall reporting via sales to revenue tracking for management reporting

Identify and implement process improvement initiatives across the FP&A function

Participating in ad-hoc projects within Finance or wider Broadridge

Preferred

MBA, CPA, or equivalent is a plus

Strong Microsoft Office and preferably also PowerBI (desirable but not essential)

MBA

CPA

Microsoft Office

Power BI

Benefits

This role is considered hybrid, which means you will be assigned to a Broadridge office and given the flexibility to work remotely and meet in person to learn and collaborate as needed but at a minimum 1-2 times a week.

Company

Financial technology solutions for investing, governance, and communications.

New York, New York, USA

http://www.broadridge.com/

Founded in 1962

10001+ employees

Qualifications

3-5 years' experience within FP&A or other Finance-related duties

Bachelor's degree in finance, Accounting, Business Management, or related field

Strong Excel skills required (V/X-Lookup, SUMIFS, Pivot Table detail, etc.) and ability to manipulate large data sets to analyze trends inherent within

Experience in using IBM Cognos, Anaplan, or other ERP systems

Demonstrate high level of intelligence and ability to grasp new tasks and information in a fast moving, deadline driven environment with consistent delivery of high levels of productivity, efficiency, and quality

Excellent written and communication skills

Ability to develop strong, collaborative relationships, fostering teamwork and gaining the confidence and trust of others

Experience of handling multiple demands and competing priorities, even in complex situations and projects

Anticipation and the ability to deal constructively with unexpected challenges or sudden changes in priorities, which arise from working in a demanding environment

Demonstrate ability to show diligence while working with large volumes of data but also be able to step back and see “the big picture.”

Ability to work in in office and as a virtual team, with colleagues in the multiple locations

MBA, CPA, or equivalent is a plus

Strong Microsoft Office and preferably also PowerBI (desirable but not essential)

3-5 years’ experience within FP&A or other Finance-related duties

Required skills

Financial planning and analysis (FP&A), Financial forecasting, Variance analysis, Advanced Microsoft Excel, IBM Cognos, Anaplan, Enterprise resource planning (ERP) systems, Microsoft Office, Power BI, Financial modeling, Revenue analysis, Product profitability analysis

Preferred skills

MBA, CPA, or equivalent is a plus

Experience

3-5 years