Financial Analyst

Job Description

Financial Analyst | Broadridge

The Tone:
This is a hybrid role at Broadridge, located in the US. Broadridge, a 17,771-person organization, builds technology and business solutions that power the financial services industry. This role is crucial for empowering the Wealth business within the GTO Segment by managing, forecasting, and delivering accurate financial results that align with business requirements. Your contributions will provide advanced financial guidance and validate key assumptions for finance and business executives.

The TL;DR
• Role: Early Career
• Type: Full-time
• Location: Hybrid
• Pay: $75000–$82000 yearly
• Team: FP&A team supporting the Wealth business within the GTO Segment, an individual contributor role within the Wealth Finance team.
• Mission: Own managing, forecasting, and delivering financial results that meet and are aligned with business requirements for the Wealth business.
• Tech Stack: Oracle Financials, IBM TM1, Microsoft Office suite (Excel, PowerPoint), Power BI, Anaplan

What You’ll Actually Do
• Reporting: Create management reports for monthly, quarterly, and yearly financial results, and prepare commentaries for senior management.
• Planning: Develop annual Plans, quarterly Forecasts, and long-term strategic plans.
• Advising: Advise department leadership on revenue and expense management through identifying key performance drivers and providing thoughtful recommendations to achieve financial targets.
• Improvements: Proactively identify and drive improvement opportunities for the Finance organization, ensuring effective and timely implementation with the larger finance team.
• Partnerships: Develop and build strong partnerships with key points of contact across the organization.
• Projects: Lead projects and initiatives that span across financial and business areas, collaborating with BU Finance teams, Corporate FP&A, and Financial Reporting.
• Analysis: Perform ad hoc analyses related to pricing renewals and sales opportunities.

The Must-Haves
• Background: Bachelor’s Degree in Accounting, Finance, Economics, or a related field, or equivalent experience.
• Experience: 1+ years of financial analysis experience, with a high level of systems proficiency in Oracle Financials, IBM TM1, and the Microsoft Office suite of applications.
• Skills: High level of proficiency in Microsoft Office, especially in Excel and PowerPoint. Demonstrated strong communication and presentation skills, both written and verbal. Ability to work independently, demonstrate high personal accountability, lead collaboratively, and apply critical thinking and sound judgment when faced with unstructured situations. Demonstrated experience in continuous improvement initiatives, root cause analysis, and project management.
• Bonus: Experience with Power BI and Anaplan is a plus. Experience implementing AI initiatives is a plus.