VP Finance, Sales & Marketing
Broadridge Financial Solutions
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.
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 Broadridges 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 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 BRcareers@broadridge.com .
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.
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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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