Lead Financial Analyst - FP&A

The Lead Financial Analyst role supports the ICS FP&A team within Broadridge Customer Communications Solutions, partnering closely with Client Success and Sales to drive forecasting, budgeting, and performance reporting for onboarding and revenue activities. This position also provides segment-level P&L ownership and delivers executive-ready insights to guide business decisions.

Key Responsibilities

• Lead annual planning, including budget and strategy, quarterly forecasting, and the monthly close process tied to onboarding and revenue-to-sales activities.
• Analyze financial and operational performance across revenue, sales, expenses, margins, profitability, volumes, and key business drivers.
• Act as the primary finance business partner for Client Success related to new sales and onboarding.
• Review and analyze revenue results by client during month-end close to support preparation of a consolidated management reporting package.
• Own the P&L for a designated segment, including expense and revenue forecasting, budgeting, and monthly close execution.
• Prepare monthly, quarterly, and annual reporting packages with clear commentary versus forecast, plan, and prior year results.
• Provide variance and trend analysis, including identification of underlying drivers and recommended actions to improve business performance.
• Collaborate with cross-functional partners, including On-Boarding, Sales, Operations, Accounting, Corporate FP&A, and other finance teams, to collect inputs, validate assumptions, and align on financial outlooks.
• Develop and maintain financial models to support forecasting, scenario analysis, business cases, pricing, client or product profitability, and strategic initiatives.
• Complete ad hoc analysis and prepare executive-ready materials for business reviews, strategic decisions, and senior leadership requests.
• Drive process improvement and implement AI tools to improve automation across budgeting and forecasting, data cleansing, and related workflows.
• Communicate financial insights clearly, challenge assumptions constructively, and influence business decisions through data-driven analysis.

Required Qualifications

• 4+ years of relevant experience in FP&A, finance, accounting, decision support, or related analytical roles.
• Experience preparing and reviewing journal entries.
• Strong analytical and problem-solving skills, including the ability to interpret financial data and communicate insights clearly.
• Extensive experience with financial reporting, budgeting, forecasting, and variance analysis.
• Proficiency in Microsoft Excel.
• Familiarity with AI tools and analytics techniques to improve financial analysis, forecasting, reporting, and decision support.
• Strong attention to detail, intellectual curiosity, problem-solving ability, and a sense of ownership.
• Proven ability to manage multiple priorities and meet deadlines in a fast-paced environment.
• Excellent communication skills, including presenting insights to non-finance stakeholders and senior leaders.
• Collaborative mindset to work across teams, build relationships, and influence partners in a matrixed environment.
• Self-starter who can support multiple projects with minimal direct supervision.
• Ability to dedicate time to meet month-end deadlines.
• Motivation to learn, improve processes, and grow within a finance organization.
• Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field.

Preferred Technologies

• TM1, Oracle, Anaplan, and Power BI.

Compensation and Location

• Location: Newark, NJ (onsite)
• Salary Range: USD 95,000 to 115,000 per year
• Compensation Range: $95,000 to $115,000 USD

Benefits

• Bonus Eligible
• For comprehensive benefit offerings, visit www.broadridgebenefits.com

Use of AI in Hiring

• Broadridge may use technology, including AI-based tools, to help review and evaluate applications as part of the recruiting process.
• These tools are used to support recruiters and hiring managers, and employment decisions include human review to ensure fairness, accuracy, and compliance with applicable laws.
• Any attempt to falsify, misrepresent, or disguise information in an application, resume, assessment, or interview will result in disqualification from consideration.

Technologies

• Microsoft Excel
• TM1
• Oracle
• Anaplan
• Power BI