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About the Role

Broadridge is seeking a highly motivated Financial Analyst to drive financial planning, forecasting, and strategic decision support across Investor Communications and Segment technology, and the broader engineering organization. This is a high-visibility leadership role offering significant executive exposure and the opportunity to influence key investment decisions that drive business transformation and growth.

Responsibilities

Own the engineering and ICS segment technology labor Center of Excellence (CoE), including forecasting and planning for 2,000+ Engineering FTEs, contractors and deferred labor at an initiative level.
Maintain the ICS Engineering Allocation model driving insights into Investment spend.
Own end-to-end AWS forecasting for the segment, partnering with engineering leadership, business management, and internal finance to build centralized processes.
Collaborate with the broader Technology FP&A team on forecasting for technology software, data center expenses (Mainframe, Private Cloud, and Software), and other key areas.
Review and present consolidated monthly reporting packages, forecast packages, and annual operating/strategic plan presentations.
Own Technology component of corporate investment processes, including regular reporting on technology segment investments and driving advancement of initiative-level tracking.
Partner with senior business leaders to evaluate strategic initiatives, quantify financial impacts, and support data-driven decision making.
Lead team through monthly close activities, working closely with Accounting, CP&A, and other teams to ensure accurate expense recognition, deferrals, and capital treatment in line with BR policy.
Serve as a thought leader within the broader Technology Finance group, stepping up during high-demand periods and working cross-functionally.
Own and present deferred labor reporting dashboards, providing actionable insights into deferred labor trends.
Partner with CP&A and segment HQ finance teams to deliver insights on both expenses and capital spend.
Develop and maintain investment templates for IUS/Capital programs, with support from the broader team as needed.
Lead continuous improvement efforts focused on process optimization, automation, reporting enhancements, and financial systems utilization.

Requirements

2-4 years of FP&A, corporate finance, or related experience, including demonstrated leadership of complex financial planning processes and cross-functional initiatives.
Advanced financial modeling, forecasting, and analytical skills.
Strong understanding of GAAP accounting principles.
Demonstrated ability to lead large-scale planning processes and influence senior stakeholders without direct authority.
Strong executive communication and presentation skills, with experience presenting to senior leaders.
Proven track record of driving process improvements, automation initiatives, and operational efficiencies.
Ability to manage multiple priorities in a fast-paced environment while maintaining attention to detail and strategic perspective.
Experience supporting technology, engineering, cloud, infrastructure, or software organizations is strongly preferred.

Skills

Advanced financial modeling
Forecasting
Analytical skills
Expert-level Excel skills
Proficiency with financial planning tools and reporting systems (TM1, Anaplan, or similar)
Experience with Power BI, or other data visualization tools
Executive communication
Presentation skills

Location

New York metro area

Work Type

Hybrid

Experience Level

2-4 years

Education Level

Bachelor’s degree in finance, Economics, Accounting or Related Field required
MBA, CPA, CFA, or equivalent preferred

Salary/Compensations

$80,000 - $90,000 USD annual base
Bonus eligible

Benefits

Comprehensive benefit offerings

About the Company

At Broadridge, we've built a culture where the highest goal is to empower others to accomplish more.
Broadridge is a leader in the Financial Technology space, with growth potential.

Equal Opportunity

We are dedicated to fostering a collaborative, engaging, and inclusive environment and are committed to providing a workplace that empowers associates to be authentic and bring their best to work.
We believe that associates do their best when they feel safe, understood, and valued, and we work diligently and collaboratively to ensure Broadridge is a company—and ultimately a community—that recognizes and celebrates everyone’s unique perspective.
As part of the recruiting process, Broadridge may use technology, including artificial intelligence (AI)-based tools, to help review and evaluate applications. These tools are used only to support our recruiters and hiring managers, and all employment decisions include human review to ensure fairness, accuracy, and compliance with applicable laws.
Please note that honesty and transparency are critical to our hiring process. Any attempt to falsify, misrepresent, or disguise information in an application, resume, assessment, or interview will result in disqualification from consideration.
US applicants: Click here to view the EEOC "Know Your Rights" poster.
Broadridge provides equal employment opportunities to all associates and applicants for employment without regard to race, color, religion, sex (including sexual orientation, gender identity or expression, and pregnancy), marital status, national origin, ethnic origin, age, disability, genetic information, military or veteran status, and other protected characteristics protected by applicable federal, state, or local laws.
If you need assistance or would like to request reasonable accommodations during the application and/or hiring process, please contact us at 888-237-7769 or by sending an email to BRcareers@broadridge.com.