Create management reports for monthly, quarterly, and yearly financial results and prepare commentaries for senior management.
Develop annual Plans, quarterly Forecasts, and long-term strategic plans.
Proactively identify and drive improvement opportunities for the Finance organization and work closely with the larger finance organization to ensure improvement opportunities are implemented effectively and timely
Develop and build strong partnerships with key points of contacts
Lead projects and initiatives that span across financial and business areas with BU Finance teams, as well as Corporate FP&A and Financial Reporting
Other ad hoc analyses around pricing renewals and sales opportunities
Requirements
Bachelor's Degree in Accounting, Finance, Economics, related field or equivalent experience required
1+ years financial analysis experience required
High level of proficiency in Microsoft Office, especially in Excel and PowerPoint
Experience with Power BI, TM1 and Anaplan is a plus
Self-starter who can work in a fast paced, quickly changing, and high-pressure environment
Demonstrated experience in continuous improvement initiatives, root cause analysis and project management
Ability to work independently, communicate effectively and concisely, demonstrate high level of personal accountability, lead collaboratively, and apply critical thinking and sound judgment when faced with unstructured situations
Experience implementing AI initiatives is a plus.
Salary range $75,000.00- $82,000.00 USD . Bonus Eligible.
Broadridge considers various factors when evaluating a candidate's final salary including, but not limited to, relevant experience, skills, and education.
Please visit www.broadridgebenefits.com for more information on our comprehensive benefit offerings .
Use of AI in Hiring
US applicants: Click here to view the EEOC " Know Your Rights " poster.
Disability Assistance
Benefits
Performance bonus
Additional Information
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.
The Financial Analyst will join the FP&A team supporting the Wealth business within the GTO Segment of Broadridge. This position will work closely with the finance team and key business leaders in managing, forecasting and delivering financial results that meet and are aligned with business requirements. The successful candidate will need to provide advanced level of financial guidance and validates key assumptions, model outcomes, conclusions, risks, opportunities and recommendations to finance and business executives. Additionally, high level of systems proficiency using Oracle Financials, IBM TM1, and the Microsoft Office suite of applications is required. This is a highly visible position requiring a solid understanding of the business and its key drivers along with strong communication and presentation skills, both written and verbal. This is an individual contributor role, working within the Wealth Finance team.
Broadridge · Newark, NJ