Senior Finance Analyst

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.

Role Summary:
Responsible for all FP&A activities in support of the Mutual Fund and Retirement Services, Issuer, and Canada [MFRSI], including actuals reporting, forecast preparation and delivery of insight and analytics both to understand and optimize financial performance, ensuring monthly deliverables are met and key controls are adhered to.

Reporting directly to MFRSI FP&A.

Key Tasks:

• Providing detailed financial reporting, forecasting, analysis and support for MFRSI.

• Provide proactive financial support to the MFRSI General Managers in order to maintain financial forecasts, budgets and analysis for:

• MFRS

• Issuer

• ICS Canada

• Partner with business to ensure all deliverables are met in a timely and efficient manner.

• Partner with the Financial Accounting and Revenue Management departments to ensure monthly close procedures are adhered to and ensure accurate reporting of business performance.
• Participate in ad-hoc projects within the MFRSI FP&A team and internationally (alongside US colleagues and other international business units), assisting in determining and implementing enhancements to reporting systems and processes.
• Partner with LFOs across ICS to understand results and provide commentary.
• Assist MFRSI FP&A with transformative financial projects including but not limited to the rollout of project ICON.
• Support all MFRSI functions and P&Ls including forecasting, actuals, operating plan and presentations to senior management.
• Support monthly financial consolidations by gathering data/inputs from multiple sources to ensure timely and accurate reporting across business units
• Prepare financial reporting packages for MFRSI, analyze variances, identify trends, and provide actionable commentary for leadership review.
• Develop and maintain Power BI[PBI] dashboarding reports to visualize key financial and operational metrics, enhance forecasting accuracy, and facilitate data-driven decision-making.
• Perform domestic/offshore headcount reconciliations and reporting, ensuring alignment between payroll systems and finance records, and partnering with HR to resolve discrepancies.
• Execute MFRSI forecast loading activities by validating submission templates, coordinating with regional teams, and ensuring that forecast data is accurately reflected in financial systems.
• Any other work provided by MFRSI FP&A.

Qualification and experience:
The ideal candidate would be methodical, inquisitive and driven with 4-8 years' experience in in an international and multi-currency environment, preferably within the Financial Services industry.

You will be able to demonstrate:

• Consistent delivery of high levels of productivity, efficiency and quality with a passion for metrics and statistics.
• Excellent written and communication skills, most notably in English.
• Strong organizational skills and high attention to detail.
• Accountability and ownership, ensuring tasks are closed out in an efficient and timely manner.
• Pro-activity in seeking process improvements to support own department and business.
• The ability to develop strong, collaborative relationships, fostering teamwork and gaining the confidence and trust of others whilst also challenging assumptions when necessary.
• Experience of handling multiple demands and competing priorities, even in complex situations and projects.
• Anticipation and the ability to deal constructively with unexpected challenges or sudden changes in priorities, which arise from working in a fast-moving environment.
• Strong Excel skills required to V-Lookup and Pivot Table level and ability to manipulate large data sets in order to analyze trends inherent within.
• Ability to work in a virtual team, with colleagues in the Cluj office but also located in Canada, India, UK and the US.
• Experience in using Oracle Fusion, IBM Cognos and Microsoft Office and preferably also PowerBI (desirable but not essential).

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.