Hybrid Finance Manager, Global Sales & Marketing, FP&A

Posted 18 minutes ago

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About the role

  • Finance Manager focusing on global sales analytics and reporting for Broadridge. Collaborating with Sales leadership to drive performance management and financial strategy.

Responsibilities

  • Own sales performance reporting and analytics, including bookings, pipeline, revenue conversion, and productivity metrics across GSMS
  • Partner with Sales leadership to provide insights into pipeline health, deal progression, win/loss trends, and forecasting accuracy
  • Enhance sales forecasting processes, integrating pipeline data with financial outlooks to improve predictability and transparency
  • Lead development of executive-level dashboards and reporting, delivering clear, actionable insights for senior leadership and earnings preparation
  • Analyze sales productivity and efficiency, including coverage ratios, quota attainment, and ROI on sales investments
  • Support monthly and quarterly business reviews, including variance analysis, performance storytelling, and key driver identification
  • Collaborate with Sales Operations and other Business units to ensure alignment between financial reporting, CRM data (Salesforce), and business metrics
  • Drive data integrity and governance across sales reporting, ensuring consistency across pipeline, bookings, and financial systems
  • Identify opportunities to automate and streamline reporting, leveraging tools such as Power BI, and other analytics platforms
  • Support strategic initiatives, including territory planning, investment prioritization, and go-to-market optimization

Requirements

  • 5+ years of experience in FP&A, sales finance, revenue analytics, or related field
  • Strong understanding of sales metrics and revenue drivers, including pipeline management, bookings, and forecasting methodologies
  • Proven ability to translate data into insights and influence decision-making with senior stakeholders
  • Experience working with Salesforce data and sales reporting environments
  • Strong financial modeling skills with an understanding of how sales activity translates into P&L impact
  • Excellent communication skills, with the ability to tell a clear, compelling story using data
  • Proactive, solutions-oriented mindset with a focus on continuous improvement and automation
  • Highly collaborative, with the ability to partner across Finance, Sales, and Operations in a matrixed environment
  • Ability to manage multiple priorities in a fast-paced, deadline-driven environment
  • Proficient in Salesforce, Power BI, TM1, Oracle required; SQL, Python, or other data analytics tools strongly preferred.

Benefits

  • Bonus Eligible
  • Comprehensive benefit offerings

Job title

Finance Manager, Global Sales & Marketing, FP&A

Job type

Experience level

Mid levelSenior

Salary

$110,000 - $125,000 per year

Degree requirement

Bachelor's Degree

Tech skills

Location requirements

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