What are the responsibilities and job description for the Senior Analyst, Finance and Workforce Management position at LPL Financial?
Job Overview:
LPL Technology – Product Finance and Workforce Management serves as the financial conduit and consultative liaison between Technology – Product Finance Operations and Technology – Product leadership. Labor tracking and forecasting are critical components in the accurate and efficient execution of Tech – Prd strategy and Finance and Workforce Management drives both proactive planning processes and ongoing daily maintenance of the workforce and resulting financials. In the Finance and Workforce Management team, we focus on creating forecasts for capacity needs within all of Technology – Product and ensure staffing is aligned to those forecasts. The Senior Analyst works closely with project and scrum teams and reports directly to the VP, Technology Finance & Workforce Management.
This role supports the following EPMO service offerings:
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:
$80,325-$133,875/year
Actual 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.
Why LPL?
Information on Interviews:
LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card. Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at (855) 575-6947.
EAC1.22.25
LPL Technology – Product Finance and Workforce Management serves as the financial conduit and consultative liaison between Technology – Product Finance Operations and Technology – Product leadership. Labor tracking and forecasting are critical components in the accurate and efficient execution of Tech – Prd strategy and Finance and Workforce Management drives both proactive planning processes and ongoing daily maintenance of the workforce and resulting financials. In the Finance and Workforce Management team, we focus on creating forecasts for capacity needs within all of Technology – Product and ensure staffing is aligned to those forecasts. The Senior Analyst works closely with project and scrum teams and reports directly to the VP, Technology Finance & Workforce Management.
This role supports the following EPMO service offerings:
- Capacity Planning
- Forecasting
- Reporting
- Budgets
- Analytics
- Governance of processes, standards, etc.
- Financial Management
- Financial Analysis at the Product/ Strategy Level as well as the work item (Sub- Product / Shared Services) level to support Program Manager and Portfolio Manager
- Facilitate Planview and documentation onboarding for the initiative and access requests within PMO, including training
- Capacity Analysis (Over / Under allocations across teams)
- PA & Program Manager/ Portfolio Manager weekly sync-up
- Cost Saving Analysis
- Manage the resourcing, Teams adjustment and full-scale Workforce Management process, including training managers on how to use the system(s), maintaining system access controls, and working to launch new features & functionalities.
- Govern approval workflows and authority requirements
- Create or partner to create value-add Workforce Management reporting
- Develop & produce reporting around all Workforce metrics
- Implement & provide admin support for Workforce Management software solutions as required.
- Ad hoc responsibilities that arise which will transform the business.
- Partner and support Financial Planning & Analysis and EPMO leadership with requested reconciliations, analyses and budget reviews
- Facilitate Planview / Toolset documentation onboarding initiatives and access requests within EPMO
- Make recommendations to improve artifacts and processes
- Have the opportunity to collaborate with your peers and support strategic departmental projects.
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:
- 3-5 years experience in Workforce Management, Finance, Technology Finance, Data & Analytics (particularly in forecasting), or a related function.
- Bachelor’s degree or equivalent experience.
- Strong computer technical skills and proficient in Microsoft applications
- Effective communication, analytical, and problem-solving skills
- Knowledge of Tableau and PowerBI reporting
- General Project Management skills
- Passionate, driven, open to new opportunities, and positive attitude
- High level of motivation and initiative
- Ability to develop positive working relationships and works well in a team setting
- Experience managing requirement solution workshops
- Strong working knowledge of JIRA, Aha!, Confluence or similar tool
$80,325-$133,875/year
Actual 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.
Why LPL?
- Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here!
- Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here!
- Unified Mission: We are one team on one mission—taking care of our advisors so they can take care of their clients. Learn more about our mission and values here!
- Impactful Work: Our size is just right for you to make a real impact. Learn more here!
- Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here!
- Community Focus: We care for our communities and encourage our employees to do the same. Learn more here!
- Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. Learn more here!
Information on Interviews:
LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card. Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at (855) 575-6947.
EAC1.22.25
Salary : $80,325 - $133,875
