CFO, Bank Broker Dealer & Broadridge Customer Communications

At Broadridge, we've built a culture where the highest goal is to empower others to accomplish more. If you’re passionate about developing your career, while helping others along the way, come join the Broadridge team.

The CFO, BBD and BRCC is a key finance leadership role responsible for providing all planning analytics and decision-support for the Bank Broker Dealer (BBD) and Broadridge Customer Communications (BRCC) Businesses. This role leads a team of 15+ professionals and partners closely with the President of the business responsible for providing valuable data driven insights to help shape business strategies. He/She will be responsible for setting expectations for management and delivering timely financial information including results, forecasting and budgeting, competitive analysis, predictive modeling and performance against key operating metrics that deliver strategic insight on the short-, medium- and longer-term business outlook.  

Key responsibilities include:

• Lead BBD and BRCC investment optimization, product profitability initiatives, and planning
• Develop financial plans by evaluating sales performance and organic growth; establish key operating metrics; assess levers available for improving efficiency and profitability; and implement change in an evolving organization
• Develop longer term financial and strategic plans by studying industry trends, pending regulations and revenue opportunities; analyze product performance and mix
• Enhance processes for planning and forecasting revenue, capital, and headcount needs
• Monitor financial performance by measuring and analyzing results; initiating corrective actions; minimizing the impact of variances
• Partner across various parts of the organization, including corporate development, accounting, sales, etc., on M&A and business development opportunities
• Lead a high caliber team of 15+ associates across U.S.  

Preferred Background & Skills

• Excellent financial and business management skills with deep understanding of P&L management
• In-depth expertise in establishing key performance indicators and best-in-class financial metrics across production operations.
• Proven analytical skills with a hands-on and meticulous nature, able to accomplish deep-dive analytics both individually and through the team
• Ability to communicate and break down complex ideas into understandable and actionable messages.
• Proven ability to influence multiple internal partners to drive results in a matrixed environment
• Proactive leader with track record of approaching management with views on how to improve the business using data driven analysis
• Deep understanding of Finance data flow and tools
• Excellent Excel and PowerPoint skills
• Strong organizational and communication skills with the dedication to lead/influence to get results and operational improvement
• High degree of integrity and accountability in a fast paced, dynamic environment
• Proven track record for developing staff and mentoring finance associates across the organization

Experience:

• 10+ years of applicable experience
• CFA or MBA preferred

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Compensation Range: The salary range for this position is between $250k-$300k. Broadridge considers various factors when evaluating a candidate's final salary including, but not limited to, relevant experience, skills, and education.
Bonus Eligibility: Bonus Eligible
Benefits Information: Please visit www.broadridgebenefits.com for more information on our comprehensive benefit offerings

Broadridge associates helped us envision our Connected Workplace - a work model that allows associates around the globe, dependent upon their role responsibilities, to take advantage of the benefits of both on-site and off-site work to support our clients, one another, and the communities where we live and work. Our Connected Workplace is grounded in the concept of FACS: Flexible, Accountable, Connected, and Supported, which is our commitment to our associates. FACS supports our strong culture and allows us to achieve business goals while supporting meaningful work-life integration for our associates.

We are dedicated to fostering a diverse, equitable, and inclusive environment and committed to providing a workplace that empowers associates to be authentic and bring their best to work. We believe that associates can only do their best when they feel safe, understood, and valued, and we work diligently and collaboratively to ensure Broadridge is a company—and ultimately a community—that recognizes an