FP&A Deal Integration Sr. Analyst

Are you a team player? Are you curious to learn? Are you interested in being part of a team that is working to transform and do things differently? If so, LPL Financial is the place for you!

Job overview:

The Deal Integration Sr. Analyst will play a highly visible role on the FP&A team supporting the execution of acquisitions and large recruiting deals. You will be responsible for helping the business execute the integration of acquisitions and large recruiting deals onto LPL’s platform by providing a financial oversight and expense management support. Through a complete understanding of individual deal economics, the team serves as support to both the FP&A organization and business partners, ensuring that the business can make effective decisions that fall within deal economics, while also acting as the liaison for the CFO and finance leadership.

Responsibilities:

• Become an expert on all deals in the pipeline, acting as a liaison between FP&A, Corporate Development, business partners, and leadership

• In partnership with the business and other FP&A teams, manage integration expenses within deal budget while ensuring the business can successfully execute

• Challenge business investment proposals and offer alternatives in an effort to prioritize resources

• Create compelling and effective presentations that drive decisions

• Focus on continuous improvement in all financial related processes, leveraging technology and other resources

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 Finance, Business, or Economics (or a related quantitative discipline)

• 3+ years of experience in financial analysis, including variance analysis, budget planning, forecasting and development of business analytics

• Experience building financial models and effectively communicating analysis to support business decision making

• The ideal candidate has a combination of strong business acumen, corporate finance knowledge, and strong communication skills.

• Ability to create accurate, compelling, and effective presentations that drive decisions

Core Competencies:

Quality

• Strong commitment to data accuracy, creating materials with an ideal balance between depth and materiality

• Ability to construct dynamic and robust financial models that are purpose-built and adaptable; allowing quick adjustments / variability

• Ability to identify risks & opportunities within the org and assess potential impacts and alternatives; proactivity is key

• Ability to identify problems with data analysis, and present solutions to the business

Efficiency

• Ability to own multiple responsibilities while addressing AdHoc concerns of leadership & business partners

• Ability to work independently and run with asks that come with little initial direction

• Identifying and implementing process efficiency improvements

Innovation

• Leading and applying continuous improvement in day to day and special projects

• Understanding adaptability for change in the bigger picture; embracing those changes as opportunity for growth & development

Intangibles

• Exceptionally strong communication skills, navigating communication at multiple levels of the organization

• Capable and willing to lead projects, both inside the team and with other groups

• Utilizes data to tell the story and drive insights, tailors messaging to appropriate level for audience

• Partner and collaborate with business partners and internal team

Pay Range:

$82,200-$137,000/year
 Actual 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.

Why LPL?

• Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here!

• Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here!

• Unified Mission: We are one team on one mission—taking care of our advisors so they can take care of their clients. Learn more about our mission and values here!

• Impactful Work: Our size is just right for you to make a real impact. Learn more here!

• Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here!

• Community Focus: We care for our communities and encourage our employees to do the same. Learn more here!

• Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. Learn more here!

Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.

Information on Interviews:

LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum.  During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card.  Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at (855) 575-6947.

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