Analyst-Business Planning, Pricing & Reporting (JR1009880)

  • 200 Brickstone Square, Andover, MA
  • Full-time

Company Description

Broadridge Financial Solutions, Inc. (BR), a $4 billion global Fintech leader and a part of the S&P 500® Index, is a leading provider of investor communications and technology-driven solutions to banks, broker-dealers, asset and wealth managers and corporate issuers. Broadridge provides an important infrastructure that powers the financial services industry and employs over 11,000 associates in 18 countries. For more information about Broadridge, please visit

Job Description

We have a great opportunity for an Analyst to help support and improve our Mutual Fund/Variable Annuity Solutions business unit financial activities. You will handle business unit analysis & reporting, forecasting & planning, and ad-hoc analyses. You'll contribute the desire and aptitude to learn all operational aspects of the business, applying this knowledge towards understanding client proposals and contracts to help grow our business.

  • You will prepare new business pricing proposals & quotes accurately and thoroughly. Support strategic pricing initiatives to determine impact on business model and tactical execution
  • Prepare profitability analyses by client & product
  • Review monthly financial results and revenue database; complete variance & trend analyses.
  • Forecasting & planning: Work with shared services finance team and business unit management to develop revenue forecasts & plans. Review projected expenses and prepare adjustments as necessary.
  • Support all finance activities with the Broadridge shared service finance team (liaison between business unit and Broadridge Finance)
  • Respond to ad-hoc requests from internal clients for information and analysis
  • Be a great partner with Broadridge Finance, business unit operations, implementation, and sales teams.
  • Provide quotes & invoicing templates for various ad-hoc print requests. Create templates for billing/invoicing new clients & services

Preferred Qualifications:

  • 5-7 years of experience in accounting or finance
  • Expert Excel skills, Oracle, Broadridge internal applications, and other quantitative applications. MS Access a plus.
  • MBA or CPA desired; Bachelor’s degree required
  • Corporate financial reporting & analysis; Public or private accounting
  • Mutual fund or variable annuity experience helpful
  • Proven technical accounting training


  • Strong quantitative focus and attention to detail
  • Ability to multi-task and meet designated deadlines
  • Excellent oral and written skills
  • Ability to identify and implement creative solutions that support greater efficiency and strengthen internal controls
  • Teamwork
  • Ethics/Integrity
  • Innovation
  • Service Orientation/Client Focus


Additional Information

Broadridge is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability, age or any other protected status. "Everyone Benefits from Diversity & Inclusion. Diverse & Inclusive Teams Drive Growth." US applicants: Click here to view the "EEO is the Law" poster. If you are a qualified individual with a disability or a disabled veteran, you may request a reasonable accommodation in the event you are unable or limited in your ability to use or access the Company’s career webpage as a result of your disability. You may request a reasonable accommodation(s) by calling 888-237-7769 or by sending an email to [email protected]
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