Lead Financial Analyst – Investment Planning & Analysis

Broadridge Business Process Outsourcing LLC

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Enterprise investment dataset
Financial systems acumen
Microsoft excel proficiency
** Broadridge is seeking a Lead Financial Analyst for its newly established Investment Optimization team. The role involves operationalizing investment decisions and ensuring accurate financial reporting while contributing to the development of a critical enterprise finance capability. **

Job Summary

  • 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 role plays a critical part in maintaining the integrity of enterprise investment data and enabling reliable visibility into investment spend and outcomes.
  • 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.

Matching Summary

Match Score: 75

** Broadridge is seeking a Lead Financial Analyst for its newly established Investment Optimization team. The role involves operationalizing investment decisions and ensuring accurate financial reporting while contributing to the development of a critical enterprise finance capability. **

Skills & Requirements

Must-have

  • enterprise investment dataset
  • financial systems acumen
  • Microsoft Excel proficiency
  • data reconciliation
  • investment spend tracking

Nice-to-have

  • collaborative and inclusive environment
  • proactive and team-oriented
  • operational excellence
  • client focus

Key Requirements

  • Bachelor's degree in Finance, Accounting, or related field
  • 4–7 years of prior experience
  • Strong understanding of financial systems
  • Experience with financial planning and reporting tools preferred

Work Rights

Not specified

Tailored Resume

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