Finance Manager, Global Sales & Marketing, FP&A

🕒 April 28

🏢🏡 New York City – Hybrid

💵 $110k - $125k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

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Broadridge

WebsiteLinkedInAll Job Openings

10,000+ employees

Founded 2007

💸 Finance

💳 Fintech

🤝 B2B

💰 Post-IPO Debt on 2023-08

Finance • Fintech • B2B

Broadridge is a global technology leader providing expert solutions for the financial services industry. With over five decades of experience, Broadridge helps asset management firms, institutional investors, and various financial services providers manage operational risk, enhance investor communications, and simplify portfolio and regulatory management. The company offers services across areas such as capital markets, consumer finance, insurance, and telecom, focusing on streamlining client and customer communications, data management, and analytics to optimize business operations and compliance. Broadridge is renowned for its innovative technology solutions that drive business transformation and operational efficiency for its clients, aiming to improve financial and corporate governance, investor insights, and communication strategies.

📋 Description

• Own sales performance reporting and analytics, including bookings, pipeline, revenue conversion, and productivity metrics across GSMS • Partner with Sales leadership to provide insights into pipeline health, deal progression, win/loss trends, and forecasting accuracy • Enhance sales forecasting processes, integrating pipeline data with financial outlooks to improve predictability and transparency • Lead development of executive-level dashboards and reporting, delivering clear, actionable insights for senior leadership and earnings preparation • Analyze sales productivity and efficiency, including coverage ratios, quota attainment, and ROI on sales investments • Support monthly and quarterly business reviews, including variance analysis, performance storytelling, and key driver identification • Collaborate with Sales Operations and other Business units to ensure alignment between financial reporting, CRM data (Salesforce), and business metrics • Drive data integrity and governance across sales reporting, ensuring consistency across pipeline, bookings, and financial systems • Identify opportunities to automate and streamline reporting, leveraging tools such as Power BI, and other analytics platforms • Support strategic initiatives, including territory planning, investment prioritization, and go-to-market optimization

🎯 Requirements

• 5+ years of experience in FP&A, sales finance, revenue analytics, or related field • Strong understanding of sales metrics and revenue drivers, including pipeline management, bookings, and forecasting methodologies • Proven ability to translate data into insights and influence decision-making with senior stakeholders • Experience working with Salesforce data and sales reporting environments • Strong financial modeling skills with an understanding of how sales activity translates into P&L impact • Excellent communication skills, with the ability to tell a clear, compelling story using data • Proactive, solutions-oriented mindset with a focus on continuous improvement and automation • Highly collaborative, with the ability to partner across Finance, Sales, and Operations in a matrixed environment • Ability to manage multiple priorities in a fast-paced, deadline-driven environment • Proficient in Salesforce, Power BI, TM1, Oracle required; SQL, Python, or other data analytics tools strongly preferred.

🏖️ Benefits

• Bonus Eligible • Comprehensive benefit offerings