Senior Analyst, Finance

LPL Financial (Nasdaq : LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader

• in the markets we serve, supporting more than 22,000 financial advisors, 1,100 institution-based investment programs, and 500 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.

Role Overview :

The Senior Analyst, Finance role will be a part of the Advisor Capital team within LPL’s Finance Division. Advisor Capital is tasked with all aspects of providing LPL’s advisors, enterprises, and institutions with pricing analytics and capital to support acquisitions, retention, and growth initiatives.

You will be responsible for managing financial underwriting models, reporting, and ultimately providing analysis to support recommendations that help our business partners make informed decisions. The team is integrally involved in the support of retention and business case financial analysis. The ideal candidate has a combination of strong business acumen, corporate finance knowledge, and communication skills.

Responsibilities :

Working with AVP and SVP to create and maintain efficient processes

Create, update, and support the development of financial related models to ensure they are accurate and periodically updated to reflect evolving business dynamics

Leverage technology to automate manual work and simplify processes where feasible to create a highly scalable, flexible, and efficient infrastructure

Maintain and enhance internal controls, supporting Internal Audit and Compliance quarterly / annual testing

Work closely with internal LPL departments like Relationship Management, Advisory Operations and Client Compensation on ad hoc projects, reporting, and initiatives

Collaborate with management to ensure proper perspective is brought to decision-making

Analyze reports and data to determine actionable business intelligence

Handle escalations by both internal business partners and our Advisors

Represent and advocate for Finance when working with business partners

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 :

Bachelor's degree in business, finance, or related field

4 years of experience in corporate finance, operations, and / or business analytics

Moderate to advanced Power Point, Excel, and financial modeling skills

Experience analyzing, interpreting, and presenting data

Preferences :

Prior roles in FP&A, Treasury / Capital Management, Investment Banking / M&A, and Consulting

Experience in financial analysis, data reporting, and development of business analytics

Strong communication, analytical, strategic thinking, and problem-solving skills are needed

Ability to prioritize while being efficient / accurate and produce quality on-time deliverables

Ability to work both independently and collaboratively on a geographically dispersed team

Excellent attention to detail and demonstrated ability to communicate analysis

Self-motivated, willingness to take on challenges, and adaptability to support and adopt change

Strong sense of personal accountability for work

Focus on continuous improvement in all financial-related processes and operations

Positive attitude, commitment to excellence and integrity

Experience with tools such as : Tableau, Alteryx, Salesforce, Smartsheet Excel Macros

Pay Range :

74,700.00 - $124,500.00Actual 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!

Salary : $74,700 - $124,500