Demo

Sr. Analyst

LPL Financial
LPL Financial Salary
Fort Mill, SC Full Time
POSTED ON 2/17/2025
AVAILABLE BEFORE 4/24/2025

Job Overview :

LPL Financial is currently seeking an experienced Sr. Analyst, Data Analytics with exceptional communication, analytical, and leadership skills. You will assist in the development of recommendations by synthesizing data from multiple sources and developing reports to drive strategic and business insights. In this position, you will collaborate with internal stakeholders to identify solutions with a focus on operational efficiency, automation opportunities, product improvement, and improvement of advisor experience via action-oriented intelligence.

Responsibilities :

  • Create and manage Tableau dashboards and data flows
  • Partner with internal customers to align analytical approaches with business requirements.

Apply creativity and initiative to create new and improve existing solutions to achieve these requirements and answer business questions

  • Apply industry best practices to identify data-driven trends, patterns, opportunities, and risks
  • Summarize, communicate, and present key insights to business stakeholders, leverage data visualization to support storytelling for various areas of the business
  • Develop consultative and trusted-advisor relationships with all levels of management and business stakeholders to solve problems and foster a culture of data-driven decision making
  • Track the impact of data-driven implementations and process improvements, ensure that solutions create value for the operation and / or advisors.
  • Collaborate with business stakeholders and subject matter experts (SMEs) to ensure the accuracy of all metrics published in dashboards and reports. Conduct regular audits to ensure consistency of metrics across reports
  • Mentor junior analysts / offshore team to build overall capabilities of team
  • 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 in Data & Business analytics

    1 years of experience in Tableau

    Core Competencies :

    Expertise with Tableau

    Expertise with data mining and analysis tools such as SQL, Alteryx, Python, and R

    Proficient with database concepts and able to write queries from scratch

  • Highly proficient with MS Excel including pivot tables and complex logic-based formulas
  • Excellent data gathering, analytical, critical thinking, and problem-solving skills
  • Trusted to work independently with stakeholders at all levels; able to execute projects and tasks with minimal guidance and supervision

    Excellent oral and written communication skills; able to communicate information to senior executives for assisting them in making decisions

    Model servant leadership for the team

    Experience in a fast moving, entrepreneurial environment; handles pressure well

  • Driven and curious, always seeking to improve, learn, and grow
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