Lead Financial Analyst (Hybrid)

$95,000 - $110,000/Yr

Broadridge Financial Solutions - New York, NY

Full-time - Mid Level

Hybrid - New York, NY

10,001+ employees

Securities, Commodity Contracts, and Other Financial Investments and Related Activities

About the position

The Lead Financial Analyst at Broadridge will play a crucial role in financial planning and analysis, providing insights and recommendations to senior management. This position involves high visibility with executives and requires collaboration with various teams to drive financial performance and strategic planning. The ideal candidate will be proactive, analytical, and comfortable leading less-senior associates through complex financial processes.

Responsibilities

• Partnering with Corporate FP&A on ad-hoc analysis and financial 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
• Provide Financial Recommendations & Input to Senior Management
• Assist Technology FP&A team reporting and monthly close process
• Identify opportunities to streamline data processes and enhance data quality and efficiency
• Partner with Sales Finance team and assist in monthly deliverables
• Co-Lead Rolling forecast process and ICS Strategic Plan

Requirements

• 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), 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
• Results-oriented with the ability to work under pressure, navigate through ambiguity, draw linkages, and balance multiple priorities
• Attention to detail is a must

Benefits

• Comprehensive benefit offerings including health insurance, retirement plans, and professional development opportunities