
10,000+ employees
Founded 2007
💼 Consulting
📦 Logistics
🛡️ Insurance
💰 Post-IPO Debt on 2023-08
Consulting • Logistics • Insurance
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.
🔥 19 hours ago
🏖️ New Jersey – Remote
💵 $70 - $80 / hour
⏰ Full Time
🟡 Mid-level
🟠 Senior
🧐 Analyst
🦅 H1B Visa Sponsor
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10,000+ employees
Founded 2007
💼 Consulting
📦 Logistics
🛡️ Insurance
💰 Post-IPO Debt on 2023-08
Consulting • Logistics • Insurance
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.
• Create, maintain, and enhance project portfolio dashboards and reporting using Power BI and QuickBase • Drive new dashboard designs, evolve current designs and views, and leverage technology expertise to evolve reporting platforms • Ensure portfolio, project, cost, revenue, forecast, and financial-performance data is accurate, complete, consistent, and updated on time • Create executive-level analyses for decision-making and course-correction • Use AI-enabled tools and analytical techniques to extract, structure, reconcile, and analyze financial data maintained in Excel spreadsheets • Support the transition from spreadsheet-based financial reporting to a governed, data-centric repository with reusable reporting logic and performance metrics • Partner with the Broadridge Finance Transformation project to define reporting requirements, data structures, controls, and business logic for GTO portfolio financial metrics • Translate dashboard requirements and enhancement requests from centralized PMO leaders into reporting and visualization solutions • Develop executive-ready reporting for the GTO COO, GTO General Managers, and other senior stakeholders • Identify data-quality issues, reporting discrepancies, manual-process risks, and opportunities to automate reporting workflows • Maintain dashboard documentation, data definitions, reporting logic, refresh schedules, and enhancement backlogs • Monitor finance exceptions, including MBO wins and Broad wins, for monthly business-day reporting to the GTO COO and GTO CFO • Collaborate with finance, PMO, technology, and business stakeholders to establish consistent portfolio reporting standards • Report directly to the VP, Head of Project Controls and Reporting, with reporting supporting the GTO COO and GTO General Managers
• Experience developing and maintaining Power BI dashboards, reports, data models, and visualizations • Experience with Quickbase, including reporting, dashboards, application configuration, and data management • Strong financial acumen, including cost, revenue, budget, forecast, actuals, variance, and financial-performance analysis • Experience with large, Excel-based financial data spreadsheets, including data validation, reconciliation, transformation, and reporting • Experience using AI-enabled tools or automation techniques to analyze, organize, visualize, and improve financial and operational data reporting • Experience supporting PMO, project portfolio, finance transformation, business intelligence, or executive reporting initiatives • Strong attention to detail and data-quality discipline • Ability to investigate and resolve reporting discrepancies • Ability to work effectively with centralized PMO leadership and manage recurring reporting responsibilities alongside changing requirements • Strong written and verbal communication skills, including explaining financial and portfolio insights to senior leaders • Preferred: experience supporting finance transformation, data modernization, or enterprise reporting initiatives • Preferred: ability to direct technical peers and junior staff as needed • Preferred: knowledge of data governance, financial controls, data repositories, and reporting-standardization practices • Preferred: experience in a large, matrixed technology or financial services/Fintech organization
• Remote work arrangement • Limited travel, generally for team learning and collaboration meetings • Collaborative, engaging, and inclusive work environment • Equal employment opportunities • Reasonable accommodations during the application and hiring process
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