Full-Time

VP Finance

Sales & Marketing

Updated on 12/20/2024

Broadridge

Broadridge

10,001+ employees

Technology solutions for financial services industry

Data & Analytics
Financial Services

Expert

Newark, NJ, USA

Category
Financial Planning and Analysis (FP&A)
Finance & Banking
Required Skills
Sales
Financial analysis
Marketing
Data Analysis
Requirements
  • Accomplished business and finance leader with a consistent record of high performance, financial and operational leadership
  • Extensive experience partnering with sales and marketing functions of Fin-tech and SAAS based companies
  • Ability to develop and maintain C- level relationships to drive strategic planning
  • Strong collaborator and communicator. Excellent analytical, financial and management skills
  • Deep understanding of Finance process and near-and-long-term economic and accounting implications to free cash flow, balance sheet, P&L, etc
  • Outstanding ability to breakdown complex ideas and ambiguous situations into understandable and meaningful messages
  • Minimum 10+ years’ experience in sales operations, FP&A and/or financial analysis with direct exposure/understanding of complex SaaS cycles and operating cadence
  • Preferable financial service and/or fintech industry experience
  • MBA and/or other relevant higher-level professional certifications preferred
Responsibilities
  • Partner with the Sales Leadership Team to design, implement and continuously refine actionable metrics, analytics and insights into the drivers of sales performance, including resource allocation, variable compensation plans, deal structures and commercials
  • Lead all sales analytics and investment prioritization frameworks in partnership with GSMS and Product leadership as well as Segment Finance and Global Pricing teams. Provide insights through ongoing data analysis covering areas such as pipeline conversion stats, sales cycles, sales to revenue conversion times, product performance and mix, compensation cost of sale, win loss ratios, ROI, customer acquisition cost, lifetime value, etc
  • Develop financial plans by evaluating sales performance and organic growth; establish key operating metrics; assess levers available for improving efficiency and profitability; and, implement change in an evolving organization. Provide clear solutions and recommendations to guide growth
  • Deliver key financial and performance metrics to reflect costs to sell our offerings, enabling deal and product profitability analysis. This includes selling costs, variable compensation (commissions, quota and other bonuses), marketing return, product and client margins – all to inform decision-making on the ongoing development and management of the GSMS operating budget and alignment to multiyear objectives
  • Support the Chief Procurement and Real Estate Officer to track and monitor global real estate expenditure including the long term financial profile of our global real estate portfolio, highlighting key decision points and opportunities
  • Establish and lead best-in-class processes for planning and forecasting sales, variable compensation and sales and marketing expenses including headcount
  • Monitor financial performance by measuring and analyzing results; initiating corrective actions; minimizing the impact of variances
  • In partnership with the Chief Sales Officer, own the sales roll call policy, updating it as appropriate, and ensure its consistent application
  • Establish processes to capture spend across key uses (e.g. business unit sales and marketing spend, sales headcount, etc.) and partner with segment CFOs, Sales Leadership and Head of Corporate Planning & Analytics to address existing allocation models for shared-expense pools
  • Lead a high calibre FP&A team by developing and attracting top talent, assessing and addressing individual and group needs, communicating well, and driving high levels of engagement
  • Evolve Finance function to be world class excellence across all operations including profitability measurement, metrics, reporting, processes
  • Remain current on external and industry performance metrics and strengthen the “university culture” of continuous learning and progression

Broadridge Financial Solutions provides technology-driven services for the financial services industry, focusing on processing and managing large volumes of financial transactions. They help clients, including financial firms and investment managers, track and manage investments effectively, handling over $10 trillion in daily trading volume. Broadridge stands out by offering a comprehensive suite of services, including data management, analytics, and client communications, which enhance operational efficiency and regulatory compliance. The company's goal is to equip financial institutions with the necessary tools and insights to navigate the complexities of the financial market.

Company Stage

IPO

Total Funding

$3.1B

Headquarters

New York City, New York

Founded

1962

Simplify Jobs

Simplify's Take

What believers are saying

  • Expansion of ClearFi platform enhances data integration and client decision-making.
  • Recognition as a leader in wealth management highlights strong market impact and innovation.
  • AI-powered insights for NYFIX platform improve trading insights and operational efficiency.

What critics are saying

  • Increased competition from fintech startups could erode Broadridge's market share.
  • Rapid technological changes may outpace Broadridge's adaptation capabilities.
  • Potential regulatory changes could increase compliance costs and operational complexity.

What makes Broadridge unique

  • Broadridge processes over $10 trillion in daily trading volume, ensuring market efficiency.
  • They provide visibility into 95% of ETF and 90% of mutual fund assets.
  • Broadridge offers specialized solutions like ESG monitoring and NYFIX order routing.

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