Finance Manager, Corporate Planning & Analytics

Broadridge

. Execute key components of the annual Operating Plan, Strategic Plan, and recurring forecast processes .

Posted 10/15/2026full-timeNew York City • New York • United StatesMid-LevelSenior💰 $100,000 - $110,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in financial modeling, forecasting, and strategic analysis while enhancing planning and reporting processes through automation and improved data quality. Capable of developing executive-level materials and mentoring junior team members to elevate team performance.

Highest-signal resume keywords

Financial ModelingForecastingStrategic AnalysisExecutive-Level CommunicationMentoring

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial ModelingForecastingScenario AnalysisPerformance Metrics AnalysisCorporate Development Evaluation

Soft Skills

Analytical SkillsKnowledge SharingMentoring

Tools & Technologies

Standardized ToolsAutomation Tools

Industry Keywords

Operating PlanStrategic PlanFinancial AnalysisBusiness Unit FinanceTreasury

About the role

Key responsibilities & impact

Execute key components of the annual Operating Plan, Strategic Plan, and recurring forecast processes
Coordinate with Business Unit Finance and Corporate Functions
Develop financial models, forecasts, and scenario analyses
Analyze internal financial and operational results and communicate drivers, trends, and implications
Develop executive and Board of Directors materials
Perform ad hoc financial and strategic analyses, special projects, and executive requests
Partner with Finance, Strategy, Accounting, Treasury, and business leaders throughout planning and reporting cycles
Evaluate the financial impact of corporate development activity, enterprise investments, and strategic decisions
Enhance planning, reporting, and analytical processes through automation, standardized tools, stronger controls, and improved data quality
Share knowledge, mentor junior team members, and improve team output quality

Requirements

What you’ll need

Highly analytical finance management experience
Experience with annual operating plans, strategic plans, and recurring forecasts
Financial modeling, forecasting, and scenario analysis skills
Ability to analyze revenue, expenses, profitability, capital, and other performance metrics
Ability to develop executive- and Board-ready materials
Experience with financial and strategic analysis
Ability to partner with Finance, Strategy, Accounting, Treasury, and business leaders
Experience evaluating corporate development activity, enterprise investments, and strategic decisions
Experience improving planning, reporting, and analytical processes through automation, standardized tools, controls, and data quality improvements
Mentoring and knowledge-sharing capabilities

Benefits

Comp & perks

Bonus eligibility
Comprehensive benefits package
Flexible remote work as part of a hybrid arrangement
Inclusive and collaborative workplace environment
Reasonable accommodations during the application and hiring process