What are the responsibilities and job description for the Analyst, Corporate FP&A position at LPL Financial?
Job Overview :
The Financial Analyst in FP&A will play a highly visible role on the Corporate FP&A team supporting Capital Management and Cash Flow Forecasting. You will be responsible for creating analyses, financial models, management reporting, robust forecasts, and ultimately supporting recommendations that help business and finance executives make informed decisions and improve profitability. The ideal candidate has a combination of strong business acumen, corporate finance knowledge, and communication skills.
Responsibilities :
Cash Flow Forecasting and Analytics
Support and continuously improve LPL’s firm-wide cash flow forecasting model and processes
Partner with Treasury to analyze the impacts of capital structure changes, M&A, cash available for new investment, and returning capital to shareholders
Executive Presentations
Create of accurate, compelling, and effective high-level presentations for the CFO to drive capital allocation and long-term strategic decisions across the firm
Support our quarterly earnings preparation process
What are we looking for?
We want strong collaborators who can create high-quality financial modeling and deliver insightful financial presentations. We are looking for people who thrive in a fast-paced, team-oriented environment, and are able to efficiently execute in a way that encourages creativity and continuous improvement.
Requirements :
Bachelor's degree in Finance, Business, or Economics (or a related quantitative discipline)
1-3 years of experience in financial analysis, including variance analysis, budget planning, forecasting and development of business analytics
Experience building financial models and effectively communicating analysis to support business decision making
We Value
Prior roles in FP&A, Treasury / Capital Management, Investment Banking / M&A, Consulting, Accounting, or Finance Rotational Programs
Experience in the Financial Services industry
Excellent attention to detail and demonstrated ability to effectively communicate analysis to support business decisions
Ability to construct dynamic and robust financial models that are purpose-built and adaptable allowing for quick adjustments
Self-starters who dependable, can work independently, and run with asks that come with little initial direction
Focus on continuous improvement in all financial related processes
LI-PA
Pay Range :
59,288-$98,813 / yearActual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play – such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer!
Company Overview :
LPL Financial Holdings Inc. (Nasdaq : LPLA) was founded on the principle that the firm should work for advisors and institutions, and not the other way around. Today, LPL is a leader in the markets we serve, serving more than 23,000 financial advisors, including advisors at approximately 1,000 institutions and at approximately 580 registered investment advisor ("RIA") firms nationwide. We are steadfast in our commitment to the advisor-mediated model and the belief that Americans deserve access to personalized guidance from a financial professional.
At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.
Join LPL Financial : Where Your Potential Meets Opportunity
At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation’s leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services.
Salary : $59,288 - $98,813
