Lead Financial Analyst (Hybrid)

$95,000 - $110,000/Yr

Broadridge Financial Solutions

Full-time - Mid Level

Hybrid

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, working closely with senior executives and various teams. This hybrid position involves responsibilities such as monthly financial close processes, forecasting, and strategic planning, while also providing ad-hoc analysis and support to senior management. The ideal candidate will be proactive, analytical, and capable of 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
• Conducting variance analysis including commentary and presentation of results
• Providing financial recommendations and input to senior management
• Assisting Technology FP&A team reporting and monthly close process
• Identifying opportunities to streamline data processes and enhance data quality and efficiency
• Partnering with Sales Finance team and assisting in monthly deliverables
• Co-leading 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 a 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
• Bonus eligibility
• Flexible work environment
• Professional development opportunities
• Access to online courses through LinkedIn Learning