Full-Time

Director – Corporate Planning and Analytics

Confirmed live in the last 24 hours

Broadridge

Broadridge

10,001+ employees

Technology solutions for financial services industry

Data & Analytics
Financial Services

Compensation Overview

$150k - $170kAnnually

+ Bonus

Senior, Expert

New York, NY, USA

This role is hybrid, requiring in-office presence.

Category
Corporate Finance
Financial Planning and Analysis (FP&A)
Finance & Banking
Required Skills
Financial analysis
Requirements
  • Accomplished business and finance professionals with a consistent record of high performance, financial, strategic, and operational leadership across consumer and commercial business segments. Experience in corporate planning, business unit Finance, strategy, and operations is a plus.
  • Excellent financial and business management skills with a deep understanding of P&L management
  • Knowledge of investing, capital markets, wealth, and investment management marketplace dynamics
  • Strong strategic skills including ability to assess and/or define new business opportunities
  • Understanding of Finance data flow and tools
  • Highly collaborative individual who can influence multiple internal partners to drive results in a matrixed environment
  • Extensive project management expertise and experience in transformation
  • Strong communication skills both written and oral.
Responsibilities
  • Responsible for financial modeling and analyses. Analyzes internal financial information (e.g., financial statements, expenses, revenues, rates of return, etc.) including forecasts for future financial goals.
  • Performs financial evaluation and modelling of potential investment opportunities, impacts of financial projections and corporate development activities.
  • Analyzes external economic conditions and their impact on business operations (e.g., inflation, interest rates, exchange rates, etc.).
  • Applies a theoretical knowledge-base to work to achieve goals through own work
  • Evolves the Finance function to be a best-in-class organization – driving excellence across operations, profitability measurement, metric development, performance reporting and decision making
  • Supports the Operating Plan process and co-lead the Broadridge Strategic Plan with the Head of Strategy
  • Supports and develop key communications to the BOD, Executive Committee and ELT for the CFO office
  • Strengthens the 'university culture' of continuous learning

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 investments and ensure compliance with regulations through data management, analytics, and client communications. Broadridge stands out by handling over $10 trillion in daily trading volume and offering specialized solutions for portfolio management and ESG monitoring. Their goal is to equip financial institutions with the tools and insights needed to enhance operational efficiency and client engagement.

Company Stage

IPO

Total Funding

$3.1B

Headquarters

New York City, New York

Founded

1962

Simplify Jobs

Simplify's Take

What believers are saying

  • Broadridge's AI-powered insights service aligns with growing demand for AI in finance.
  • Collaboration with CCRI enhances Broadridge's data integration and analytics capabilities.
  • Recognition by Everest Group highlights Broadridge's strength in wealth management solutions.

What critics are saying

  • Emerging fintech startups could erode Broadridge's market share.
  • Rapid technological advancements may strain Broadridge's financial resources.
  • Decentralized finance platforms pose a threat to traditional providers like Broadridge.

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's COLLATE system is a leader in collateral management, recognized by Chartis.

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