What are the responsibilities and job description for the Vice President, Finance FP&A - Technology position at LPL Financial?
Are you someone with a strong background in financial analysis? Do you strive to be a best-in-class business partner? Excited to learn more? If so, then this could be the role for you!
Job overview :
The Vice President, Finance will play a key leadership role on the FP&A team supporting the Technology division by managing the total software spend. As a trusted business partner, you will be responsible for driving and creating analyses, management reporting, robust forecasts, and ultimately making recommendations that help business and finance executives make informed decisions. The team is integrally involved in strategic investment analysis, including supporting growth initiatives and business case analysis. The ideal candidate is a dynamic leader with a combination of strong business acumen, technology finance knowledge, and excellent communication skills.
Responsibilities :
Act as the primary liaison for FP&A to the Technology divisions; develop strong relationships with senior business leaders
In partnership with business areas, review operating expense results, identify key variance explanations, and drive associated action items to maintain financial discipline
Lead improvement of the forecasting and budgeting processes, including assessment of strategic investments from both a big picture and detailed lens
Drive the enhancement of financial related models to ensure they are both accurate and periodically updated to reflect changing business dynamics
Effectively interact and communicate with all levels of business leadership, including the EVPs, VPs, and other leaders within Technology
Build a high performing team; coach and develop team members on finance, technical, and general business skills
Develop complex financial models as related to the assets, construction in process, and depreciation (Opex & Capex)
Support TCO dialog as related to the infrastructure towers, software and hardware, and labor spend
Drive continuous improvement in financial related processes to find efficiencies, leveraging technology where possible
Oversee the delivery of accurate and effective executive-level financial presentations
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 can execute in a way that encourages creativity and continuous improvement.
Requirements :
BA / BS in Finance, Economics, or a related discipline
Minimum of 12 years’ experience working in progressively dynamic roles within Finance, FP&A, or Strategy
Minimum of 5 years of management experience
Financial Services industry experience
Technology Finance Partner experience
Total Cost of Ownership or Technology Business Management experience
Core Competencies :
Excellent communication (verbal & written), problem solving, and analytical skills
Detail oriented with insight to determine applicability of big picture analysis
Reliable self-starter, with a collaborative mindset and ability to build strong relationships across the organization
Strong financial and business acumen with the ability to take complex factors and create relevant, concise summaries to support finance and business unit decisions
Experience managing software and hardware spend for a complex Technology department
Flexible and adaptable to change; ability to work comfortably with incomplete information and deal with ambiguity in a fast-paced environment
Client centric and commitment to identifying opportunities to continually improve the underlying processes & resulting output
Preferences :
Wealth Management related industry experience
Master’s Degree, CPA, or CFA
Technology Financial Support experience
ITFM certification
TBM certification
LI-PA
Pay Range :
124,500-$207,500 / 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 : $124,500 - $207,500
