Senior Intercompany Financial Analyst
Broadridge · Cluj-Napoca, Romania
Financial Services · 10,001+ employees
About the role
The Senior Intercompany Financial Analyst will manage intercompany invoicing, settlements, and reconciliations while providing strategic financial insights to senior leadership. They will also lead the implementation of transfer pricing engines and support the financial integration of newly acquired entities.
What they look for
Requirements
Candidates must possess a bachelor's degree in Finance, Accounting, or Economics and have 5-7+ years of progressive experience in financial analysis or intercompany accounting. Proficiency in Oracle ERP systems, advanced Excel skills, and a strong understanding of transfer pricing and regulatory requirements are essential.
Full description
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.
We are seeking a dynamic and experienced Senior Intercompany Financial Analyst to join our Global Intercompany Center of Excellence (COE) team. In this role, you will serve as a strategic individual contributor, delivering advanced financial insights, validating key assumptions, and communicating outcomes and recommendations to senior stakeholders. This position requires a deep understanding of intercompany financial drivers, excellent analytical skills, exceptional communication, and the ability to manage assigned tasks with clarity and purpose.
Responsibilities:
Financial Reporting
- Provide expert financial guidance to the Intercompany COE and collaborate with broader controllership teams
- Prepare and deliver internal management reports covering monthly, quarterly, and annual financial results
- Draft insightful commentaries for senior leadership to support strategic decision-making
- Develop and maintain dashboards and KPIs to monitor intercompany performance and compliance
Intercompany Analysis & Reconciliation
- Conduct detailed analysis and reconciliation of intercompany balances across multiple legal entities
- Ensure accuracy and consistency in financial data across global operations
- Investigate and resolve intercompany discrepancies in a timely manner, partnering with regional finance teams
- Support month-end and quarter-end close activities related to intercompany eliminations
Process Ownership & Optimization
- Lead end-to-end ownership of intercompany invoicing and settlement processes
- Serve as the subject matter expert for Oracle AGIS, driving system efficiency and best practices
- Identify and implement continuous improvement initiatives across Finance operations in collaboration with internal and external stakeholders
- Develop and maintain process documentation, SOPs, and training materials
Stakeholder Engagement
- Build and nurture strong relationships with key contacts across the organization including Tax, Treasury, Controllership, IT, and regional finance teams
- Facilitate cross-functional collaboration to ensure alignment and execution of financial strategies
- Present findings, project updates, and recommendations to senior leadership and steering committees
Transfer Pricing Engine Implementation
- Participate in the design, configuration, and implementation of the transfer pricing engine to automate intercompany pricing calculations
- Collaborate with Tax, IT, and Finance teams to define transfer pricing rules, methodologies, and system requirements
- Validate transfer pricing outputs and ensure alignment with global transfer pricing policies and arm's length principles
- Support UAT (User Acceptance Testing) and troubleshoot issues during rollout phases
- Monitor and maintain the transfer pricing engine post-implementation, ensuring accuracy and compliance with evolving regulations
New Acquisitions – Intercompany Setup
- Lead the intercompany onboarding process for newly acquired entities, including legal entity setup, trading partner configuration, and chart of accounts mapping
- Collaborate with M&A, Treasury, Tax, and Legal teams to define intercompany agreements, pricing structures, and settlement terms for new entities
- Ensure seamless integration of acquired entities into existing intercompany frameworks, systems (Oracle AGIS), and reporting structures
- Document and standardize the acquisition integration playbook for intercompany processes
- Design, implement, and maintain intercompany approval workflows to ensure proper authorization and governance over intercompany transactions
- Define approval hierarchies, thresholds, and escalation paths in collaboration with Finance leadership and Internal Controls
- Ensure approval workflows align with SOX requirements and internal audit standards
Qualifications:
- Bachelor's degree in Finance, Accounting, Economics, or related field
- 5–7+ years of progressive experience in financial analysis, intercompany accounting, or corporate finance
- Strong working knowledge of intercompany processes including reconciliation, invoicing, settlements, and eliminations
- Experience with Oracle ERP systems (Oracle AGIS preferred)
- Advanced proficiency in Excel; experience with Power BI or similar reporting tools
- Understanding of transfer pricing concepts and regulatory requirements
- Experience supporting M&A integration or new entity setup
- Strong analytical, problem-solving, and critical-thinking skills
- Excellent verbal and written communication skills with ability to present to senior stakeholders
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We are dedicated to fostering a collaborative, engaging, and inclusive environment and are committed to providing a workplace that empowers associates to be authentic and bring their best to work. We believe that associates 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 everyone’s unique perspective.
Use of AI in Hiring
As part of the recruiting process, Broadridge may use technology, including artificial intelligence (AI)-based tools, to help review and evaluate applications. These tools are used only to support our recruiters and hiring managers, and all employment decisions include human review to ensure fairness, accuracy, and compliance with applicable laws. Please note that honesty and transparency are critical to our hiring process. Any attempt to falsify, misrepresent, or disguise information in an application, resume, assessment, or interview will result in disqualification from consideration.