What are the responsibilities and job description for the Procurement & Finance Analyst position at LPL Financial?
Job Overview :
The Analyst, Procurement and Vendor Management role is part of LPL’s Corporate Real Estate team, supporting our Corporate real estate team. As part of this team, you will have the opportunity to directly live out LPL’s mission : We take care of our advisors, so they can take care of their clients.
Your primary focus will be on procurement and vendor management support for the project management team.
Responsibilities :
Work with internal and external partners to efficiently handle vendor contracts and invoices through our Ariba system
Completes all required paperwork for the BPO / PO process including RAE, SOW, Coding Matrix, Architectural and Contractor Agreements, New Vendor Onboarding.
Follow up with the vendors and team throughout the PO process for appropriate signatures.
Partner with functional leads, internal stakeholders, and third party vendors to actively manage execution, and monitor project milestones; including site selection, transaction management, project management, procurement, and accounts payable
Serve as an internal data steward for proposals, PO’s / BPO’s, invoicing and billing related to project management and transaction management
Interface with staff of recently acquired or upcoming practices to gather more in-depth vendor due diligence information
Partner closely with Strategic Sourcing & Procurement team on project management, ensuring that they have what they need to execute on the short-term and long-term approaches for each vendor
What are we looking for?
We want strong collaborators who can deliver a world-class client experience . We are looking for people who thrive in a fast-paced environment , are client-focused , team oriented , and are able to execute in a way that encourages creativity and continuous improvement .
Requirements :
3 years' experience with procurement
Core Competencies :
Knowledge of Ariba software system
Ability to balance and prioritize multiple projects simultaneously in a fast-paced environment
Experience working on a project team and meeting project timelines with competing priorities
Proficiency with MS Office especially Excel
Excellent organization and communication skills
Strong attention to detail
Preferences :
Experience in corporate or commercial real estate
Bachelor’s Degree
LI-PA
Pay Range :
63,225-$105,375 / 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 : $63,225 - $105,375
