Lead Financial Analyst at Broadridge – New York | Jobyssey

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! We are searching for a Lead Financial Analyst, you will have the opportunity to assist in setting up expectations for management, deliver timely financial information including results, forecasting, and budgeting, ad-hoc analysis, predictive modeling, and performance against key operating metrics.

We are seeking a dynamic and detail-oriented professional to join our team. In this role, you will help set financial expectations for management and deliver timely, accurate financial information, including results reporting, forecasting, budgeting, ad hoc analysis, predictive modeling, and performance tracking against key operating metrics. This position reports to the Senior Director.

The ideal candidate will be highly proficient in Excel and PowerPoint, with some working knowledge of Power BI. They will have strong analytical skills, pay close attention to detail, and the have the ability to present financial insights clearly and effectively are essential for success in this role.

Responsibilities

Develop and automate financial reports and dashboards to provide actionable insights to senior management.
Design, develop, and maintain scalable data infrastructure that supports the FP&A team’s needs.
Build and manage comprehensive financial datasets, ensuring accuracy, integrity, and accessibility
Leading ICS Consolidations process
Partnering with Corporate FP&A on ad-hoc analysis and BAU deliverables
Driving Operating Plan, Strat Plan, Monthly Results and Monthly Forecasts
Partnering with Business Unit FP&A Leads to review results
Variance Analysis including commentary and presentation of results
Partner with Sales Finance team and assist in monthly deliverables

Qualifications

Minimum of 4 years of experience in finance preferably FP&A or Decision Support functions
Excellent analytical, financial and business management skills with good understanding of P&L management
High proficiency in Excel and MS Office Applications is a must
Understanding of Finance data flow and tools
Proficiency in financial systems (e.g., SAP, Oracle), data visualization tools (e.g., Tableau, Power BI), and financial modeling
Strong analytical and problem-solving skills with the ability to interpret complex financial data and provide insights
Excellent communication skills, capable of simplifying complex ideas to actionable messages
Highly collaborative with the ability to influence multiple internal partners to drive results in a matrixed environment
Proactive mindset with a desire to drive change
Drives change management initiatives with a focus on embedding AI into everyday workflows to improve productivity, insights, and scalability.
Results-oriented with the ability to work under pressure, navigate through ambiguity, draw linkages, and balance multiple priorities
Attention to detail is a must

Compensation Range: The salary range for this position is between $110,000 - $120,000.

Bonus Eligibility: Bonus Eligible

Broadridge considers various factors when evaluating a candidate's final salary including, but not limited to, relevant experience, skills, and education.

Benefits Information: Please visit www.broadridgebenefits.com for more information on our comprehensive benefit offerings.

All Colorado employees receive paid sick leave in compliance with the Colorado Healthy Families and Workplaces Act and other legally required benefits, as applicable. Apply by clicking the application link and submitting your information. The deadline to apply for this role is August 1, 2026

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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.

Use of AI in Hiring

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.

Disability Assistance

We recognize that ensuring our long-term success means creating an environment where everyone is welcome, where everyone's strengths are valued, and where everyone can perform at their best. 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 [email protected].

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