Financial Analyst, Capital Markets
2 months ago
The Financial Analyst will join the FP&A team supporting the Capital Markets 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. This is an individual contributor role, working within the GTO - Capital Markets Finance team.
In addition, this position is responsible for the following:
Requirements:
- Perform analysis of financial and operational performance including but not limited to product revenues, trade volume, services, sales, and variance/trend analysis
- Create management reports for monthly, quarterly and yearly financial results and prepare commentaries for senior management
- Develop annual operating plans, monthly 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
Qualifications- Bachelor's Degree in Accounting, Finance, Economics, related field or equivalent experience required
- 3+ years financial analysis experience required
- High level of proficiency in Microsoft Office, especially in Excel, Access, 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
Salary range $68, $72,, Bonus Eligible.
Broadridge considers various factors when evaluating a candidate's final salary including, but not limited to, relevant experience, skills, and education.
Please visit for more information on our comprehensive benefit offerings.
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Broadridge associates helped us envision our Connected Workplace - a work model that allows associates around the globe, dependent upon their role responsibilities, to take advantage of the benefits of both on-site and off-site work to support our clients, one another, and the communities where we live and work. Our Connected Workplace is grounded in the concept of FACS: Flexible, Accountable, Connected, and Supported, which is our commitment to our associates. FACS supports our strong culture and allows us to achieve business goals while supporting meaningful work-life integration for our associates.
We are dedicated to fostering a diverse, equitable, and inclusive environment and committed to providing a workplace that empowers associates to be authentic and bring their best to work. We believe that associates can only 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 diversity in all its dimensions.
Disability Assistance
We recognize that ensuring our long-term success means creating an environment where everyone is welcome, where everyone's strengths are valued, and where everyone can perform at their best. Broadridge provides equal employment opportunities to all associates and applicants for employment without regard to race, color, religion, sex (including sexual orientation, gender identity or expression, and pregnancy), marital status, national origin, ethnic origin, age, disability, genetic information, military or veteran status, and other protected characteristics protected by applicable federal, state, or local laws. US applicants: Click here to view the "EEO is the Law" poster.
If you need assistance or would like to request reasonable accommodations during the application and/or hiring process, please contact us at or by sending an email to
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