CFO, Investor Communications Solutions (ICS)

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.

Company Background

Broadridge Financial Solutions (NYSE: BR), is a $ 6.5+ billion global technology leader with the trusted expertise and transformative technology to help clients and the financial services industry operate, innovate, and grow. We power investing, governance, and communications for our clients – driving operational resiliency, elevating business performance, and transforming investor experiences. Our technology and operations platforms process and generate over 7 billion communications per year and underpin the daily trading of more than $10 trillion of securities globally. A certified Great Place to Work®, Broadridge is part of the S&P 500® Index, employing over 14,000 associates in 21 countries.

Business Description

Broadridge’s Investor Communication Solutions (ICS) is a $4.9 billion revenue division with a strong growth track record and a global market opportunity of $25B. ICS provides technology-driven solutions to help clients meet their regulatory compliance needs and manage critical communications to shareholders. It serves banks, brokers, mutual funds, retirement funds, and corporate issuers helping to boost advisor and fund manager productivity, enable corporate governance, digitize operations, and achieve growth with distribution and market intelligence. In addition, it enables companies to expand the customer experience and engage customers with personalized, dynamic essential communications through the processing and distribution of account statements and trade confirmations, traditional and personalized document fulfillment and content management services, marketing communications, and imaging, archival and workflow solutions.

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Role Description

Reporting to Broadridge’s Chief Financial Officer, the Chief Financial Officer ICS (CFO ICS) will form an important partnership with the President of ICS and his leadership team and will lead a high caliber decision-support and analysis organization of 50 professionals. The CFO, ICS will have responsibility for all Planning and Analytics and will be asked to display strategic and operational expertise as well as strong leadership skills. The CFO ICS will partner closely with the M&A team to evaluate targets, develop business cases, and perform due diligence. This position plays a critical leadership role in shaping the future of this governance leader by helping to optimize investments. The CFO will partner with ICS on new product initiatives and inorganic acquisitions to ensure that we enhance profitability as we grow market share. The CFO will deliver timely financial information including Plan, forecast and productivity metrics to explain operating performance. 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 outlook of the business. 

Responsibility

Key responsibilities include:

• Lead ICS investment optimization, product profitability initiatives, contract negotiation, pricing 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
• Establish and lead best-in-class 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
• Enhance the methodologies in pricing/deal group responsible for improving shareholder value, ensuring commercial discipline, and adding important insights to product economics. This is inclusive of partnering with sales and the business to structure deals and present and negotiate with end clients. Look at external and industry performance benchmarks and build sustainable frameworks by which to evaluate business decisions
• Provide general decision support on a range of topics with special emphasis on M&A and other investments.
• Lead a high caliber FP&A team by retaining and attracting top talent, assessing and addressing individual and group needs, communicating well, and driving high levels of engagement
• Evolve Finance function to be world class excellence across all operations including profitability measurement, metrics, reporting, processes
• Strengthen the “university culture” of continuous learning

Preferred Background & Skills

Technical/Functional:

• Accomplished business and finance leader with a consistent record of high performance, financial, strategic and operational leadership across consumer and commercial business segments. Extensive functional experience in corporate planning, business unit Finance, strategy and operations a plus.
• Excellent analytical, financial and business management skills with deep understanding of P&L management
• Deep knowledge of capital markets, wealth and investment management marketplace dynamics
• Strong strategic skills including ability to assess and/or define new business opportunities
• Deep understanding of Finance data flow and tools
• Track record of financial outperformance through revenue growth, expense management and planning optimized investment portfolio
•  Outstanding ability to communicate and break down complex ideas into understandable and actionable messages

Leadership:

• Proactive approach and a relentless passion to win
• Effective and inspiring team leadership skills with proven ability to hire and train top talent and inspire through coaching and recognition
• Highly collaborative individual who can influence multiple internal partners to drive results in a matrixed environment
• Extensive project management expertise and experience in transformation
• Global experience: broad and in -depth international market and cultural perspective. Managed organizations across the Americas, Europe and Asia leading financial initiatives and high employee engagement
• Ability to balance attention to detail and accuracy with tight deadlines on critically meaningful work
• Strategic Acumen: Crafting and communicating a compelling vision of the future and translating it into clear strategies and specific priorities.
• Driving Results-Orientation and Performance: Setting and pursuing bold goals. Demonstrating a strong dedication to organizational success.
• Exemplifying Client Service: Focusing on the client as priority. Striving to meet and exceed the expectations and requirements of internal and external clients. Working to do what is best for all partners
• Collaborating and Influencing: Persuading other people to accept a point of view, adopt a specific agenda, or take a course of action through building consensus and cooperation across various partners
• Developing People: Encouraging the learning and development of other people with the appropriate level of needs analysis, mentoring, and other support

Experience:

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

#LI-LR

Compensation Range: The salary range for this position is between $325k-$425k. 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 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: Click here 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].