VP Finance, Sales & Marketing

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.

The VP Finance, Sales & Marketing will deliver data driven insight and analytics to the Global Sales and Marketing function, serving as a key decision partner to Broadridge’s President and having responsibility for all GSMS financial planning and analysis activities. This is an exciting opportunity to help ensure we optimize our sales resources and investment as we aim to deliver the BR4.0 goal of $500M of annual recurring sales.  

The VP Finance, Sales & Marketing will provide a range of data, analytics and modeling to the Sales Leadership Team to drive actionable decisions on the allocation of sales resources and design of variable compensation spend to optimize sales outcomes and returns. He/she will also partner with the Sales Leadership Team on deal structure and commercials. In addition, the VP Finance will deliver timely financial information including Plan, forecast and productivity metrics to explain operating performance and provide strategic insight on the short-, medium- and longer-term outlook of the business.

The candidate needs to have a visible “seat at the table,” influencing and aligning sales leadership to multiyear objectives through financial planning and decision frameworks grounded in solid financial and business criteria.

Responsibilities:

Data Driven Insight & Analytics

• Partner with the Sales Leadership Team to design, implement and continuously refine actionable metrics, analytics and insights into the drivers of sales performance, including resource allocation, variable compensation plans, deal structures and commercials
• Lead all sales analytics and investment prioritization frameworks in partnership with GSMS and Product leadership as well as Segment Finance and Global Pricing teams. Provide insights through ongoing data analysis covering areas such as pipeline conversion stats, sales cycles, sales to revenue conversion times, product performance and mix, compensation cost of sale, win loss ratios, ROI, customer acquisition cost, lifetime value, etc
• 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. Provide clear solutions and recommendations to guide growth
• Deliver key financial and performance metrics to reflect costs to sell our offerings, enabling deal and product profitability analysis. This includes selling costs, variable compensation (commissions, quota and other bonuses), marketing return, product and client margins – all to inform decision-making on the ongoing development and management of the GSMS operating budget and alignment to multiyear objectives
• Support the Chief Procurement and Real Estate Officer to track and monitor global real estate expenditure including the long term financial profile of our global real estate portfolio, highlighting key decision points and opportunities

Performance Management

• Establish and lead best-in-class processes for planning and forecasting sales, variable compensation and sales and marketing expenses including headcount
• Monitor financial performance by measuring and analyzing results; initiating corrective actions; minimizing the impact of variances
• In partnership with the Chief Sales Officer, own the sales roll call policy, updating it as appropriate, and ensure its consistent application
• Establish processes to capture spend across key uses (e.g. business unit sales and marketing spend, sales headcount, etc.) and partner with segment CFOs, Sales Leadership and Head of Corporate Planning & Analytics to address existing allocation models for shared-expense pools

Team Leadership

• Lead a high calibre FP&A team by developing 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
• Remain current on external and industry performance metrics and strengthen the “university culture” of continuous learning and progression

Preferred Background & Skills:

Technical/Functional

• Accomplished business and finance leader with a consistent record of high performance, financial and operational leadership
• Extensive experience partnering with sales and marketing functions of Fin-tech and SAAS based companies
• Ability to develop and maintain C- level relationships to drive strategic planning
• Strong collaborator and communicator. Excellent analytical, financial and management skills
• Deep understanding of Finance process and near-and-long-term economic and accounting implications to free cash flow, balance sheet, P&L, etc
• Outstanding ability to breakdown complex ideas and ambiguous situations into understandable and meaningful messages

Leadership

• Proactive, continuous learning attitude and a relentless passion to win. Bias for action
• Ability to balance attention to detail and accuracy with a sense of urgency on critically meaningful work
• Effective and inspiring team leadership skills with proven ability to recruit, develop and retain top talent through coaching and recognition
• Highly collaborative individual who can influence multiple internal partners to get results in a matrixed environment

Experience

• Minimum 10+ years’ experience in sales operations, FP&A and/or financial analysis with direct exposure/understanding of complex SaaS cycles and operating cadence
• Preferable financial service and/or fintech industry experience
• MBA and/or other relevant higher-level professional certifications preferred

#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 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].