What are the responsibilities and job description for the Senior Business Analyst position at LPL Financial?
Job Overview :
The Sr. Analyst, Business Systems for Enterprise Planning is responsible for the EPMO Reporting service offering. This role assists in execution activities needed to develop dashboards and reporting practices that create transparency into capacity, quality, and delivery tracking. The Sr. Analyst, Business Systems helps with metrics and reporting for the Enterprise Portfolio Management Office (EPMO).
Responsibilities :
Advanced reporting / analytical skills for building Excel-like Pivot tables, charts & graphs, and dashboards
Build cross-functional relationships to drive delivery of valuable business solutions for internal stakeholders
Educating others on best practices and internal processes for tool usage
Communicate Agile approach best practices for product development work
Requirement gathering for improved business process
Agile tool administration including security controls, tool integrations, and user management
Creating, collecting, maintaining and retrieving data into required reporting formats utilizing agile tools such as Aha!, Confluence, Jira, Smartsheet and others.
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 of experience working with Microsoft Office Excel and PowerPoint in performing analysis and communicating results, including Excel Pivot tables, charts & graphs, dashboards, etc.
3 years of experience in designing and implementing complex systems, including developing solutions from scratch
3 years of experience in tool configuration with JIRA
3 Exceptional fact-based problem-solving skills that enable efficient identification of issues, gathering data, performing data analysis, and effectively communicating results of the analysis and associated recommendations
3 years of experience in system integrations
Core Competencies :
Strong analytical and problem-solving skills
Excellent understanding of SOA principles and design patterns
Excellent understanding and writing of SQL server procedures, Views, functions and designing skills.
Excellent understanding of system integration. Great track record of implementing the distributed systems with legacy and modern technical tools
Excellent knowledge in caching and exception handling
Excellent verbal and written communication skills, both technical and non-technical
Preferences :
Working knowledge of Agile methodology
APIs,
Confluence
Roadmaps
Smartsheet
Jira
Pay Range :
87,500-$145,800 / 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 : $87,500 - $145,800
