Vice President, Fp&A - Head Of Global Software Engineering Finance
Current
Oct 2024 - Present
AeroLeads people directory · profile
William W. Email & Phone Number
Vice President, Financial Planning & Analysis @ Broadridge Financial Solutions
at
Broadridge
LinkedIn matched
3 data sources
Profile completeness 100%
Current company
Role
Vice President, Financial Planning & Analysis @ Broadridge Financial Solutions
Location
New York City Metropolitan Area, United States, United States
Who is William W.? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
William W. is listed as Vice President, Financial Planning & Analysis @ Broadridge Financial Solutions at Broadridge, based in New York City Metropolitan Area, United States, United States. AeroLeads shows a matched LinkedIn profile for William W..
William W. previously worked as Vice President, FP&A - Head of Global Software Engineering Finance at Broadridge and Senior Director, Financial Planning & Analysis - ICS Segment Strategic Planning & Capital Planning at Broadridge. William W. holds Bachelor Of Science (Bs), Financial Economics from Binghamton University.
Company email context
Email format at Broadridge
This section adds company-level context without repeating William W.'s masked contact details.
Broadridge
Review company-level records connected to William W. before choosing the right outreach path.
Profile bio
About William W.
William W. is a Vice President, Financial Planning & Analysis @ Broadridge Financial Solutions at Broadridge. He possess expertise in leadership, auditing, capital budgeting, accounting, financial forecasting and 44 more skills. Colleagues describe him as "I managed William for nearly 2 years at CA technologies. In those two years William demonstrated A superior work ethic, strong understanding of all financial concepts related to software and was a key player in developing and implementing key financial metrics within the company. William impressed me with his ability to as a strategic business partner and was a valued member throughout the organization. I would recommend William in any capacity. Please reach out to me at any time, as I would be glad to elaborate further.", "Bill is an extremely talented individual and great teammate, he possesses an innate ability to communicate and develop relationships. While working closely with Bill at Broadridge, his strong financial acumen and asset as a partner to business leaders was evident daily through his ability to actively translate the financial results and goals of the segment-leading, rapidly-growing businesses he supported. Furthermore, he effectively drove and improved segment-wide monthly and quarterly reporting processes while providing guidance and leadership to junior-level associates.", and "Bill has been a fantastic help to me and our Top Line FP&A team. He has tremendous knowledge about CA Technologies’ metrics and business and is always my go to person if I ever have questions. He has a great approach to tackle projects in the easiest way possible and has allowed me to leverage many of the new technical skills I have learned on the job. Bill is great in any environment and I am very glad to have had the pleasure of working along side him."
Listed skills include Leadership, Auditing, Capital Budgeting, Accounting, and 45 others.
Current workplace
William W.'s current company
Company context helps verify the profile and gives searchers a useful next step.
12 roles
William W. work experience
A career timeline built from the work history available for this profile.
Senior Director, Financial Planning & Analysis - Ics Segment Strategic Planning & Capital Planning
Leads ICS Segment Strategic Plan & Operating Plan (Budget) (5B Revenue, 1B+ EBITA)Head of Segment Technology FP&A and business partner to the CTO (Software Engineering + Infrastructure)Leads Segment investment prioritization and analysis for over $100M of discretionary capital and engineering investments Oversees segment free cash flow forecasting and.
Nov 2023 - Oct 2024
Director, Financial Planning & Analysis - Head Of Ics Technology Finance
Leads team and oversees:Over $100M of Discretionary investment spend including Software Development, Technology Equipment, Operations Equipment & Leasehold Improvements. Manages:ICS Tech Product Development P&LICS Infrastructure Technology P&LICS Facilities P&LICS Security P&LICS Capital InvestmentsICS Datacenter Modeling (including On Premise, Public.
May 2022 - Nov 2023
Senior Manager, Fp&A
Head of ICS Technology & Facilities FP&A including Product Development, Software Engineering, Infrastructure, Datacenter & Total Segment capital totaling over ~$375M in annual spend.
May 2020 - May 2022
Associate Director, Financial Planning & Analysis
Planning and Analysis lead for GP Integrated Solutions Consolidated Reporting - $900M annual revenueLead Business Partner supporting Chief Product Officer
Oct 2019 - May 2020
Avp, Financial Planning & Analysis
Finance Business Partner to US Chief Operating Officer, Head of US Technology, Global General Counsel & Head of US Operations.Supports US Chief Operating Office Function & US Investment Platform function with financial planning, forecasting, strategic financial decisions, process improvement & ad-hoc analysis.Assists with annual fund profitability.
Jun 2018 - Nov 2019
Principal, Global Corporate Fp&A - Ca Technologies
Led team through annual Budget, Strategic Plan, Monthly Forecasts & Monthly Actual reporting at a Worldwide Corporate level. Heavy emphasis on business partnership both inside and outside of finance. Team lead for the creation and management for SaaS KPIs & trends; Ensured that metrics were communicated for rapid growth SaaS & Subscription Segment ($450M.
Jul 2016 - Aug 2018
Senior Financial Analyst, Mutual Fund & Retirement Solutions
Managed full P&L for rapid growth Mutual Fund product line Partnered with business unit executives to coordinate key initiatives related to revenue, cost savings, pricing, and strategic planning.Presented monthly results; Coordinated and produced annual budget & strategic plan; Presented Ad-Hoc analysis.Managed quarterly ICS Fee & Revenue consolidation &.
Jan 2016 - Jul 2016
Financial Analyst, Mutual Fund & Retirement Solutions
Managed full P&L for Rapid Growth Mutual Fund Product Line within ICS Supported GM & Executive Leadership by presenting monthly forecast, annual operating plan, strategic plan, pricing support & ad-hoc analytics.
Sep 2014 - Jan 2016
Associate Financial Analyst, Technology Finance
Supported Issuer & Transfer Agent business - presented monthly financial results to senior client services leadership & management.Managed IT Infrastructure & Development expense budgets totaling over $500M annuallyManaged, Reported and Presented actuals, forecast and plan related to company wide (GTO & ICS) capital expenditures in excess of ~$100M.
Sep 2013 - Sep 2014
Revenue Analyst, Mutual Fund & Retirement Solutions
Managed monthly billings process for rapid growth Mutual Fund product set within ICS.Integrated acquisitions into Oracle billing system in excess of ~$50M annually.Trained newly created Broadridge India shared services associates on automation projects and transitioned work as directed to overseas billing and revenue accounting teams.
Apr 2013 - Sep 2013
Associate Revenue Analyst, Mutual Fund & Retirement Solutions
Jul 2011 - Apr 2013
Team & coworkers
Colleagues at Broadridge
Other employees you can reach at broadridge.com. View company contacts →
SK
Sunil Kumar N
Colleague at Broadridge
Kolar, Karnataka, India, India
View →
JP
Jukuru Preethi
Colleague at Broadridge
India, India
View →
TM
Tamara Mcgriff
Colleague at Broadridge
Bronx, New York, United States, United States
View →
JR
Josh Robertson
Colleague at Broadridge
Citrus Heights, California, United States, United States
View →
AG
Anand Guda
Colleague at Broadridge
Bengaluru, Karnataka, India, India
View →
AT
Ashish Tiwari
Colleague at Broadridge
Bengaluru, Karnataka, India, India
View →
BK
Bramhaiah Kottapalli
Colleague at Broadridge
Hyderabad, Telangana, India, India
View →
BC
Brian Crowley
Colleague at Broadridge
Jupiter, Florida, United States, United States
View →
BS
Bhupinder Singh
Colleague at Broadridge
New York City Metropolitan Area, United States
View →
JL
Joshua Laskowski
Colleague at Broadridge
Islip Terrace, New York, United States, United States
View →
Sunil Kumar N
Colleague at Broadridge
Kolar, Karnataka, India, India
View →
JP
Jukuru Preethi
Colleague at Broadridge
India, India
View →
TM
Tamara Mcgriff
Colleague at Broadridge
Bronx, New York, United States, United States
View →
JR
Josh Robertson
Colleague at Broadridge
Citrus Heights, California, United States, United States
View →
AG
Anand Guda
Colleague at Broadridge
Bengaluru, Karnataka, India, India
View →
AT
Ashish Tiwari
Colleague at Broadridge
Bengaluru, Karnataka, India, India
View →
BK
Bramhaiah Kottapalli
Colleague at Broadridge
Hyderabad, Telangana, India, India
View →
BC
Brian Crowley
Colleague at Broadridge
Jupiter, Florida, United States, United States
View →
BS
Bhupinder Singh
Colleague at Broadridge
New York City Metropolitan Area, United States
View →
JL
Joshua Laskowski
Colleague at Broadridge
Islip Terrace, New York, United States, United States
View →
2 education records
William W. education
Bachelor Of Science (Bs), Financial Economics
Binghamton University
Master Of Business Administration (Mba), Finance & Financial Management
Stony Brook University
FAQ
Frequently asked questions about William W.
Quick answers generated from the profile data available on this page.
What company does William W. work for?
William W. works for Broadridge.
What is William W.'s role at Broadridge?
William W. is listed as Vice President, Financial Planning & Analysis @ Broadridge Financial Solutions at Broadridge.
Where is William W. based?
William W. is based in New York City Metropolitan Area, United States, United States while working with Broadridge.
What companies has William W. worked for?
William W. has worked for Broadridge, Global Payments Inc., Allianz Global Investors, and Broadcom.
Who are William W.'s colleagues at Broadridge?
William W.'s colleagues at Broadridge include Sunil Kumar N, Jukuru Preethi, Tamara Mcgriff, Josh Robertson, and Anand Guda.
How can I contact William W.?
You can use AeroLeads to view verified contact signals for William W. at Broadridge, including work email, phone, and LinkedIn data when available.
What schools did William W. attend?
William W. holds Bachelor Of Science (Bs), Financial Economics from Binghamton University.
What skills is William W. known for?
William W. is listed with skills including Leadership, Auditing, Capital Budgeting, Accounting, Financial Forecasting, Corporate Finance, Financial And Operational Modeling, and Cost Accounting.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial