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Lead Financial Analyst  

Job Title: Lead Financial Analyst

SBU: ICS - Bank Broker

Country: United States

State: New York

City: Edgewood

Location: Edgewood-51 Mercedes Way

Employment Status: Full Time - Permanent

Job Description:
(Description) Broadridge is seeking an experienced, ambitious, strategic and analytical individual to be responsible for managing and directing the financial performance of our Transfer Agent (TA) business. The individual will be responsible for overseeing all accounting and FP&A reporting activities. In addition, the candidate must have the desire and aptitude to learn all operational aspects of the business, applying this knowledge towards the creation of financial analysis to help grow the business. The right candidate must have an entrepreneurial flair, as the TA business, is a dynamic and rapidly growing member of the Broadridge family. This is a highly visible role with significant exposure to senior management.

General Responsibilities/Day to Day Responsibilities include:
Prepare monthly financial statements within the Oracle general ledger environment:
Payroll accounting & analysis
Inter-company accounting
Monthly balance sheet reconciliations
Fixed asset accounting & reporting
Preparation of quarterly forecasts, annual operating plan and annual multi-year strategic plan
Complete FP&A analysis including:
Comparison of monthly results to plan, forecast and prior year
Sales forecasting, including sales operations
Sales analysis with key revenue driver information
Analytic review/variance analysis of all major financial reports
Headcount analyses
Capital analyses, including preparation of Capital Appropriation Requests
Support strategic pricing initiatives including impact on business model and tactical execution
Process improvement initiatives
Manage Adhoc requests
Operational reviews/financial analyses
New business scenarios
Intercompany cost and expense relief studies
Other misc analyses as required by management
Drive intercompany cost strategy through formulation and execution of process improvement initiatives and developing creative solutions that will allow Broadridge to operate best-in-class finance processes.
Ensure that all intercompany cost functions are operating smoothly and efficiently; and that any issues that arise are managed to resolution with appropriate urgency.
Building and managing relationships with various business partners, including the offshore shared service department to achieve the highest level of client satisfaction.
Attend meetings with IT, procurement, HR, business units, Controller's team and various others in support of current initiatives and working partnerships.
Prepare and deliver presentations to senior management with updates on current and proposed revenue/cost initiatives.
Respond to adhoc requests for information and analysis.
Ensure month end close activities are performed accurately and to required timelines.
Review and approve balance sheet flux analysis for Controller's team
Willingness to travel to remote locations to help understand, manage and improve business results

Qualifications Required:
(Experience, Skills, Academic) 0Field(s) of Study:
Accounting or Finance

Oracle, Essbase, Microsoft Office Suite and other financial applications.
CPA and/or MBA highly desired (but not required).

Type of experience:
Public or private accounting.
Financial services industry experience helpful
Solid technical accounting training
Adaptable to managing intercompany relationships with sensitivity to cultural diversity.
Ability to multi-task and meet designated deadlines.
Good oral and written skills
Focus on client satisfaction.
Ability to identify and implement creative solutions that support greater efficiency and strengthen internal controls.

Education: Bachelors (highly preferred)

Experience Range: 7 - 10 years

Job Category: Finance/Accounting

Area of Interest: Analyst
LocationEdgewood New York
CountryUnited States of America
Posted Date05/26/2011 12:29:58
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