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CFO – Bank Broker Dealer & Broadridge Customer Communications

CFO – Bank Broker Dealer & Broadridge Customer Communications

CompanyBroadridge
LocationNew York, NY, USA
Salary$250000 – $300000
TypeFull-Time
DegreesMBA
Experience LevelExpert or higher

Requirements

  • 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
  • 10+ years of applicable experience

Responsibilities

  • 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 Qualifications

  • CFA or MBA preferred