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CFO, Mutual Fund and Retirement Services, ICS
CFO, Mutual Fund and Retirement Services, ICS-March 2024
Edgewood
Mar 31, 2026
About CFO, Mutual Fund and Retirement Services, ICS

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

  Broadridge is hiring! We are seeking an experienced FP&A leader to lead the Finance organizations for the Mutual Fund and Retirement Services (MFRS) business based in the greater NYC metropolitan area

  The VP/CFO, MFRS is a key finance leadership role responsible for providing all planning analytics and decision-support for the Mutual Fund and Retirement Services (MFRS) business. This role leads a team of 8 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.

  Work Modes: Hybrid (Hybrid - Flexible Options)

  We are made up of high performing teams that meet in person to learn and collaborate as needed. This role is considered hybrid, which means youll be assigned to a Broadridge officeandgiven the flexibility to work remote.

  Responsibility

  Key responsibilities include:

  Lead MFRS 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

  Assess impact of regulatory changes and partner with the business on identifying revenue opportunities to drive growth

  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

  Lead a high caliber team of 8 associates

  Preferred Background & Skills

  Excellent financial and business management skills with deep understanding of P&L management

  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

  Base salary range is between $250,000 - $290,000. Compensation may vary outside of this range depending on a number of factors, including a candidates qualifications, skills, competencies and experience, and location. Base pay is one part of the Total Package that is provided to compensate and recognize employees for their work, and this role may be eligible for additional discretionary bonuses/incentives, and restricted stock units.

  #LI-LR

  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 companyand ultimately a communitythat recognizes and celebrates diversity in all its dimensions.

  Disability Assistance

  We recognize that ensuring our long-term success means creating an environment where everyone is welcome, where everyone's strengths are valued, and where everyone can perform at their best. Broadridge provides equal employment opportunities to all associates and applicants for employment without regard to race, color, religion, sex (including sexual orientation, gender identity or expression, and pregnancy), marital status, national origin, ethnic origin, age, disability, genetic information, military or veteran status, and other protected characteristics protected by applicable federal, state, or local laws.US applicants: Clickhere (https://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm) to view the "EEO is the Law" poster.

  If you need assistance or would like to request reasonable accommodations during the application and/or hiring process, please contact us at 888-237-7769 or by sending an email to [email protected] .

  Broadridge Financial Solutions, Inc. (NYSE: BR) , is a global Fintech leader, delivering technology-driven solutions that drive digital transformation for banks, broker-dealers, asset and wealth managers and public companies. At Broadridge, we are committed to making a difference (https://www.broadridge.com/about/sustainability/) . Our unique culture is guided by the Service-Profit Chainthe idea that success is mutual, directly connecting employee engagement, client satisfaction, and the creation of stockholder value. We enable better financial lives by providing the critical infrastructure that powers investing, corporate governance and communications . A certified Great Place to Work, Broadridge is part of the S&P 500 Index, employing over 14,000 associates in 21 countries.

  Hear from our associates how Broadridge has maintained its culture since the shift to a remote and hybrid working model.

  LinkedIn (https://www.linkedin.com/company/broadridge-financial-solutions/mycompany/)

  Facebook

  Instagram (https://www.instagram.com/accounts/login/?next=/broadridgecareers/)

  Twitter

  YouTube (https://www.youtube.com/channel/UCtvrrt99KXBkMsFd7xgpoig)

  Glassdoor

  The Muse (https://www.themuse.com/profiles/broadridge)

  Broadridge is committed to creating an engaging workplace for the most talented associates in our industry. On and off-site working provides flexibility by balancing the needs of our clients, teams, and associates. Our Connected Workplace is grounded in the following concepts: Flexible, Accountable, Connected, and Supported. This approach allows us to achieve business goals while supporting meaningful work-life integration for our associates. Broadridges high-performance teams thrive in a culture based on trust and mutual respect that emphasizes outcomesrather than how, when, and where work is done.

  We are dedicated to fostering a diverse, equitable, inclusive, and healthy environment. As a leading provider of technology, communications, and data and analytics solutions to businesses around the world, it is critical that we understand, embrace, and operate in a multicultural environment. Every associate has unique strengths, which, when fully appreciated and embraced, allow individuals to perform at their best, leading to our success.

  Our goal is to ensure our associates at every level of the organization represent the diversity of the clients we serve and the communities in which we work. We pursue both top-down and bottom-up approaches to advancing diversity, equity, and inclusion initiatives and values into our culture. This is reflected in the varying backgrounds of our over 14,000 associates working in 21 countries around the globe.

  Learn about our DEI Program here (https://www.broadridge.com/about/diversity-equity-inclusion) .

  We believe that our associates are among our most important assets. Encouraging professional development opportunities is a core part of our culture. Broadridge provides educational opportunities, including formal classes, training programs and events. To enable learning in our Connected Workplace where associates may be working on-site, off-site, or using a hybrid model, Broadridge has redesigned all development programs for 100% virtual delivery. Our associates have access to 8,500+ online courses covering business, leadership, technical, and function-specific topics through our LinkedIn Learning program.

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