Lead Financial Analyst, FP&A

Location: Fort Mitchell

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 hiring a Lead Financial Analyst, FP&A who will partner with the business to provide insights to drive sound business decisions for the RFS (Regulatory Fund Solutions) management team, through detailed FP&A reporting and analytics. You will be involved in the timely delivery of monthly, annual, and strategic financial budgets including variance analysis to the business and the wider Finance Organization.

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.

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.

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

Bachelor’s degree in finance, Accounting, Business Management, or related fieldMBA, CPA, or equivalent is a plus 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

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

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