About The Position

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! Global Engineering FP&A is seeking a highly motivated Lead Financial Analyst to lead financial planning, forecasting, and strategic decision support across the segment's technology and engineering organization. This is a high-visibility leadership role offering significant executive exposure and the opportunity to influence key investment decisions that drive business transformation and growth. The ideal candidate will combine strong financial acumen with exceptional leadership capabilities to build scalable processes, drive automation, and deliver actionable insights to senior executives. This individual will own critical planning processes end-to-end, lead cross-functional initiatives, and serve as a trusted business partner to Engineering, Technology, and Finance leadership. This role will be expected to indirectly manage less senior associates and requires a demonstrated ability to lead, coach, and develop talent while influencing stakeholders and driving results across all levels of the organization.

Requirements

  • Advanced financial modeling, forecasting, and analytical skills.
  • Expert-level Excel skills and proficiency with financial planning tools and reporting systems (TM1, Anaplan, or similar).
  • Experience with Power BI, or other data visualization tools.
  • Demonstrated ability to lead large-scale planning processes and influence senior stakeholders without direct authority.
  • Strong executive communication and presentation skills, with experience presenting to senior leadership teams.
  • Proven track record of driving process improvements, automation initiatives, and operational efficiencies.
  • Ability to manage multiple priorities in a fast-paced environment while maintaining attention to detail and strategic perspective.
  • Experience supporting technology, engineering, cloud, infrastructure, or software organizations is strongly preferred.

Responsibilities

  • Own the engineering and segment technology labor Center of Excellence (CoE), including forecasting and planning for 2,000+ Engineering FTEs, contractors and deferred labor at an initiative level.
  • Own end-to-end AWS forecasting for the segment, partnering with engineering leadership, business management, and internal finance to build centralized processes.
  • Collaborate with the broader Technology FP&A team on forecasting for technology software, data center expenses (Mainframe, Private Cloud, and Software), and other key areas
  • Review and present consolidated monthly reporting packages, forecast packages, and annual operating/strategic plan presentations
  • Own Technology component of corporate investment processes, including regular reporting on technology segment investments and driving advancement of initiative-level tracking
  • Partner with senior business leaders to evaluate strategic initiatives, quantify financial impacts, and support data-driven decision making.
  • Lead team through monthly close activities, working closely with Accounting, CP&A, and other teams to ensure accurate expense recognition, deferrals, and capital treatment in line with BR policy
  • Serve as a thought leader within the broader Technology Finance group, stepping up during high-demand periods and working cross-functionally
  • Own and present deferred labor reporting dashboards, providing actionable insights into deferred labor trends.
  • Partner with CP&A and segment HQ finance teams to deliver insights on both expenses and capital spend.
  • Develop and maintain investment templates for IUS/Capital programs, with support from the broader team as needed.
  • Lead continuous improvement efforts focused on process optimization, automation, reporting enhancements, and financial systems utilization.
  • Provide leadership, coaching, and mentorship to analysts and junior finance professionals while fostering a culture of accountability, collaboration, and continuous development.

Benefits

  • Bonus Eligible
  • Paid sick leave in compliance with the Colorado Healthy Families and Workplaces Act and other legally required benefits, as applicable.
© 2026 Teal Labs, Inc
Privacy PolicyTerms of Service