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 CP&A Investment Optimization team is a newly established enterprise finance capability focused on strengthening how Broadridge evaluates, tracks, and enables investments across the organization. The team partners closely with the CFO organization, Corporate Development, Technology, and Business Unit Finance to provide transparency into enterprise investment spend, expected returns, and facilitate strategic decisions.
The Financial Analyst will be a key member of the CP&A Investment Optimization team, responsible for ensuring that approved investment decisions are operationalized in Finance systems and accurately reflected in financial reporting and tracking. The role plays a critical part in maintaining the integrity of enterprise investment data and enabling reliable visibility into investment spend and outcomes.
This role partners with CP&A leadership, Business Unit FP&A, Corporate Functions Finance, and Accounting to translate investment decisions into system-based financial reality. Success requires strong financial systems acumen, attention to detail, and the ability to operate effectively in a fast-moving, build-phase environment. The role offers a unique opportunity to help establish a new enterprise finance capability from the ground up while gaining broad exposure to strategic investment decision-making at Broadridge.
Responsibilities
• Maintain and validate the enterprise investment dataset, ensuring accuracy and completeness, across planning and reporting systems
• Support the operationalization of approved investment decisions by:
o Creating and maintaining investment IDs / project codes for tracking
o Loading approved funding into financial systems
o Coordinating with Accounting to ensure appropriate expense and capitalization treatment
• Reconcile investment data across systems to support consistent reporting
• Assist in tracking investment spend and outcomes versus approved business cases
• Prepare standardized reporting and dashboards for portfolio reviews and leadership discussions
• Support ad hoc investment and strategic analysis, including data preparation and basic modeling
• Partner with Business Unit FP&A and Corporate Functions Finance to align investment tracking and reporting
• Identify data discrepancies and support process improvement initiatives related to investment reporting and controls
Qualifications
• Bachelor's degree in Finance, Accounting, or a related field
• 2-4 years of experience in FP&A, financial operations, accounting, or a related finance role
• Solid understanding of financial reporting and data reconciliation concepts
• Proficiency in Microsoft Excel
• Experience with financial systems (e.g., Oracle, TM1, Oracle Analytics, or similar tools) preferred
• Strong attention to detail and ability to evaluate data accuracy
• Ability to manage multiple priorities and meet deadlines
• Effective written and verbal communication skills
• Team-oriented mindset with willingness to learn in a growing, evolving function
• Interest in process improvement and strengthening financial controls
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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.
