Financial Analyst (GTO Wealth Management)

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.

The Financial Analyst will join the FP&A team supporting the Wealth Management 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 financial systems such as Oracle Financials, Anaplan, IBM TM1 or equivalent, 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.

Responsibilities

• Prepare monthly financial documents within the Oracle general ledger environment, including:
• Headcount and Labor analysis

• Expense Monitoring

• Conversion tracking and forecasting
• Assist with efforts of using data-driven business insights using data visualization software (Power BI)
• Leverage existing schedules to ensure proper time sheet booking in Metis
• Create management reports for monthly, quarterly and yearly financial results and prepare commentaries for senior management
• Support the development of annual operating plans, monthly forecasts and long-term strategic plans
• 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
• Headcount and Labor analysis

• Expense Monitoring

• Conversion tracking and forecasting

Qualifications

• Bachelor's Degree in Accounting, Finance, Economics, related field or equivalent experience required
• 1-3+ years financial analysis experience required
• Communicate effectively and concisely in English, demonstrate high level of personal accountability, lead collaboratively, and apply critical thinking and sound judgment when faced with unstructured situations.
• Self-starter who can work in a fast paced, quickly changing, and high-pressure environment with minimal direct supervision
• Demonstrated experience in continuous improvement initiatives, root cause analysis and project management
• Strong experience with Excel, PowerPoint,
• Data science and visualization tools (Power BI) would be nice to have

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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.