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Senior Data Analyst

LPL Financial
Fort Mill, SC Full Time
POSTED ON 1/14/2025 CLOSED ON 3/14/2025

What are the responsibilities and job description for the Senior Data Analyst position at LPL Financial?

Job Overview : Job Description

The Senior Data Analytics Auditor will be responsible for providing data analytics support to the Internal Audit department and company. The ideal candidate will have a strong technical background with the ability to communicate technical processes / issues from a business perspective. The individual in this role will be primarily responsible for detecting, communicating and visualizing data / logic issues. The work performed may also include validation of data for regulatory, financial statements and / or remediation efforts, providing opportunities for exposure to management and senior management across the firm.

Responsibilities :

Perform data discovery and analytics using Computer Assisted Auditing Tools (CAAT), Tableau, Python, Excel or other data analytics tools, with direction from other team members.

Document, diagram and present complex / technical material that can be understood by a non-technical audience.

Develop automated tools to promote efficiency within the Internal Audit department.

Collaborate and work closely with management and audit colleagues to provide analytics support to overall audit department activities.

Complete assigned projects timely, accurately and professionally.

Maintain professional skill level through on-going education and training activities to support company needs.

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 :

Experience developing and executing SQL queries and leveraging technology to further automation

Understanding of basic programming concepts, experience creating workflows, macros, scripts, etc.

Experience with Alteryx, Tableau, Python, Microsoft Power Platform (e.g., Automate, BI, Apps) or other

data analysis and automation tools.

Excellent written, interpersonal and presentation skills. Demonstrated ability to effectively present complex and technical issues to management in a variety of settings.

2 years minimum work experience developing data analytics routines.

Undergraduate degree in Information Technology, Statistics, Business, Accounting, Finance or related discipline.

Preferences :

Internal or External Audit experience

CPA, CIA, CISA or other related certifications (e.g., CFE, CISSP, etc.).

General understanding of financial services (e.g., Broker / Dealer or RIA).

Pay Range :

85,200.00 - $142,000.00Actual 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 : $85,200 - $142,000

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