Financial Analyst (Hybrid)

Broadridge•Newark, NJ

1d•$75,000 - $82,000•Hybrid

About The Position

The Financial Analyst will join the FP&A team supporting the Wealth business within the GTO Segment of Broadridge. This position will work closely with the finance team and key business leaders in managing, forecasting and delivering financial results that meet and are aligned with business requirements. The successful candidate will need to provide advanced level of financial guidance and validates key assumptions, model outcomes, conclusions, risks, opportunities and recommendations to finance and business executives. Additionally, high level of systems proficiency using Oracle Financials, IBM TM1, and the Microsoft Office suite of applications is required. This is a highly visible position requiring a solid understanding of the business and its key drivers along with strong communication and presentation skills, both written and verbal. This is an individual contributor role, working within the Wealth Finance team.

Requirements

Bachelor's Degree in Accounting, Finance, Economics, related field or equivalent experience required
1+ years financial analysis experience required
High level of proficiency in Microsoft Office, especially in Excel and PowerPoint
Self-starter who can work in a fast paced, quickly changing, and high-pressure environment
Demonstrated experience in continuous improvement initiatives, root cause analysis and project management
Ability to work independently, communicate effectively and concisely, demonstrate high level of personal accountability, lead collaboratively, and apply critical thinking and sound judgment when faced with unstructured situations

Nice To Haves

Experience with Power BI, TM1 and Anaplan is a plus
Experience implementing AI initiatives is a plus.

Responsibilities

Create management reports for monthly, quarterly, and yearly financial results and prepare commentaries for senior management.
Develop annual Plans, quarterly Forecasts, and long-term strategic plans.
Advise department leadership on revenue and expense management through identifying key performance drivers, problem areas, and providing financial support / measurement of key initiatives.
Deliver thoughtful and defendable recommendations (i.e., suggested future courses of action, strategies and/or policy changes) to achieve desired results/financial targets in a timely manner
Proactively identify and drive improvement opportunities for the Finance organization and work closely with the larger finance organization to ensure improvement opportunities are implemented effectively and timely
Develop and build strong partnerships with key points of contacts
Lead projects and initiatives that span across financial and business areas with BU Finance teams, as well as Corporate FP&A and Financial Reporting
Other ad hoc analyses around pricing renewals and sales opportunities