Financial Planning

About Broadridge

Broadridge Financial Solutions (NYSE: BR) is a global FinTech leader with over $6 billion in revenues, providing essential technology and operations solutions to the financial services industry. We help clients stay ahead of todays challenges and capitalize on whats next through innovative solutions in communications, technology, data, and analytics.

Recognized by the worlds leading companies and financial institutions as a trusted partner, Broadridge handles millions of trades daily, delivers regulatory and customer communications for over 5,000 global brands, and supports shareholder voting in over 90 countries. Our culture is built on collaboration, integrity, and continuous learning, empowering associates to make an impact every day.

Role Summary

We are seeking a highly motivated and analytical Financial Planning & Analysis (FP&A) Process Lead to join our Finance team. In this role, you will analyze financial data, manage P&L reporting, forecasting, and budgeting activities, and provide leadership with actionable business insights. The ideal candidate will possess strong financial and accounting fundamentals, sound analytical skills, and the ability to apply theoretical finance concepts across dynamic business scenarios to support strategic decision-making.

Key Responsibilities

• Analyze profit and loss statements, financial reports, and key metrics, with detailed insights into revenues, expenses, and headcount.
• Review and interpret revenue dashboards and volume drivers to design and enhance revenue forecasting models.
• Develop monthly forecasts, variance analyses, and long-term financial plans to support organizational objectives.
• Partner with leadership teams to provide data-driven insights during strategic reviews and monthly operating discussions.
• Lead or support the annual planning and budgeting process, ensuring alignment with the companys strategic goals.
• Apply standardized financial procedures and best practices to address routine and complex business challenges.
• Collaborate cross-functionally with Finance, Operations, and Business teams to enhance financial efficiency, transparency, and automation.

Qualifications & Skills

• Education: Masters degree in Finance, Accounting, or a related discipline (or equivalent work experience in FP&A).
• Experience: Hands-on experience in financial planning, forecasting, budgeting, or management reporting.
• Financial Acumen: Strong understanding of financial concepts, variance analysis, and business performance metrics.
• Technical Skills: Proficiency in MS Excel, financial modeling, and ERP/BI tools (Oracle, Power BI, or similar platforms).
• Analytical Ability: Skilled at interpreting financial data, identifying trends, and providing actionable insights.
• Communication: Excellent interpersonal and presentation skills with the ability to interact effectively with global stakeholders.
• Attention to Detail: High level of accuracy with the ability to operate within structured processes and meet deadlines.

Why Join Broadridge?

• Global Impact: Work for a Fortune 500 FinTech leader driving innovation in global financial markets.
• Career Development: Continuous learning, mentorship, and growth opportunities across diverse finance domains.
• Innovative Environment: Collaborate with dynamic teams leveraging data, technology, and analytics to shape business decisions.
• Inclusive Culture: Broadridge is a certified Great Place to Work, offering a supportive, diverse, and flexible workplace.
• Meaningful Work: Contribute directly to strategic decision-making and business transformation in a rapidly evolving industry.