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Lead Financial Analyst

Broadridge Financial Solutions, a global Fintech leader with more than $5 billion in revenues, provides the critical infrastructure that powers investing, corporate governance and communications to enable better financial lives. Our technology-driven solutions drive digital transformation to help our clients get ahead of today’s challenges to capitalize on what’s next.  Banks/Broker-Dealers (BBD) and Broadridge Customer Communications (BRCC) are two of the largest business units within Broadridge.


We are hiring a Lead Financial Analyst who will be responsible for strategic analyses providing insights to drive sound business decisions for the Broadridge Customer Communications businesses.   You will work alongside senior leaders in Finance in a fast-paced environment, assisting in high profile projects to drive transformation.


This role is considered hybrid, which means you’ll be assigned to a Broadridge office and given the flexibility to work remote and meet in person to learn and collaborate as needed.


  • Develop and implement financial models, product profitability metrics, ad-hoc analyses to improve financial performance
  • Prepare monthly financial statements with variance and trend analysis
  • Help in the creation of financial forecasts, annual operating plans, and multi-year strategic plans
  • Conduct financial analyses to evaluate strategic initiatives to accelerate growth
  • Identify and implement process improvement initiatives
  • Build and manage relationships with multiple business partners to review financial performance and opportunities
  • Ensure month-end close activities are performed accurately and within required timelines



  • 3+ years of relevant experience in Financial Planning & Analysis, strategic finance, or analyst roles in investment banking or management consulting
  • Strong analytical and financial skills with understanding of P&L management
  • Financial modeling experience, knowledge of big data environments, and data visualization experience is preferred
  • Excellent communication skills, capable of simplifying complex ideas to actionable messages
  • Proactive mindset with a desire to drive change
  • Highly collaborative with the ability to influence multiple internal partners to drive results in a matrixed environment
  • Results-oriented with the ability to work under pressure, navigate through ambiguity, draw linkages, and balance multiple priorities
  • Exceptional attention to detail
  • Proficiency in TM1, Oracle, and PowerBI. Knowledge of SQL, Python, and other data analytics tools is a plus.


Compensation & Benefits:

  • Salary: $90,000 - $95,000 annually depending on experience
  • Bonus Eligibility: Annual bonus
  • Benefits: Medical, dental, life, and vision insurance. 401k w/ match, parental leave, and more. Medical insurance starts immediately upon hire. For more information please visit