Steven R.

Commander
DISC Type : D

Chief Financial Officer at Broadridge

Leigh-On-Sea, England, United Kingdom

Overview

Steven is the Chief Financial Officer for Broadridges Trading and Connectivity Solutions, recognized for optimizing financial processes and integrating major acquisitions. Described by colleagues as dedicated, meticulous, and commercially astute, he excels at re-engineering systems to provide crucial insights for strategic decisions, with a proven history of enhancing profitability and efficiency.

Beyond finance, Steven has a strong appreciation for contemporary art and has expressed interest in commissioning pieces. He is also a vocal supporter of women in leadership, publicly celebrating the impact and perspective that his female colleagues bring to the workplace and their teams.

Early in his career, he single-handedly built a companys entire financial management system from the ground up.

Personality Overview

Candid & Clear

Strong-Willed

Risk-Taker

They respond better to strong and respectful interactions.  They like to be in a position where they can control the conversation and terms. They are very proud of what they do.

Topics They Care About

Financial Process Optimization
His career is focused on improving profitability and efficiency by re-engineering financial structures, controls, and processes to deliver strategic insights.
Acquisition Integration
This is a listed area of his specific expertise, highlighted by his role in integrating Itiviti following its acquisition by Broadridge.
Trading Technology
As CFO of the Trading and Connectivity Solutions division, he is focused on expanding the firm's trading and market infrastructure capabilities.

Media Appearances

Steven has no verified media appearances

Work History

1-2025
Chief Financial Officer at Broadridge
6-2022 - 1-2025
Head of FP&A at Broadridge
11-2017 - 6-2022
FP & A Manager at Broadridge
5-2012 - 9-2013
Financial Accountant at ISS Facility Services
6-2011 - 12-2011
Financial Controller at Jarvis Foods 2 Go Limited

Education

1999 - 2001
A-Level Economics from SEEVIC College
1995 - 1999
10 GCSE's achieved by way of 1 A from The Appleton School

More Information

Social Presence :

Prographics :

Exp : 20 Location : Leigh-On-Sea, England, United Kingdom Job Level : Leadership Designation : Chief Financial Officer at Broadridge
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Insights For Selling To Steven

During A Call Or A Meeting

DO's

  • Get to the point quickly instead of spending time doing small talk
  • Refer to testimonials from well-known industry leaders
  • Speak about competitive differentiation that your product offers

DONT's

  • Don’t focus on process and rules, give the impression of being a ‘gets it done’ person
  • Do not spend too much time focusing on product tech or features
  • Avoid being a storyteller and don’t try to oversell

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Steven is

  • Conviction around the impact matters the most to them, followed by a sense of achievement and ROI.
  • Will you ever get a clear answer from Steven

  • If they decide not to use your product, they will say no clearly.

Insights For Deal Planning

    How fast (or slow) will Steven move?

  • They can take decisions very fast if you manage to convince them.
  • Can Steven take some risk or not?

  • The risks don’t matter much to them.

You And Steven

Personality Compatibility


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