Senior Analyst, Finance, FP&A

Are you a team player? Are you curious to learn? Are you interested in working in meaningful projects? Do you want to work with cutting-edge technology? 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!

LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader* in the markets we serve, supporting more than 23,000 financial advisors, 1,100 institution-based investment programs and 500 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.

Job Overview:

LPL Financial is seeking a strong candidate to join our Financial Planning & Analysis (FP&A) team. As a trusted business partner, you will lead analysis and forecasts to help our management team make informed decisions. You will partner with colleagues in finance and in the business units to develop timely, accurate, and insightful analyses, metrics, and forecasts. The ideal candidate has a combination of strong business acumen, technical and corporate finance knowledge, high attention to detail and organization, and excellent communication skills. The ability to work within a team, take initiative, and interact effectively with business partners and all levels of management is critical.

TEAM OVERVIEW:

FP&A is one of LPL’s most visible departments, serving as the bridge between the firm’s strategy and execution. The FP&A team serves as strategic business partners focused on providing actionable insights and recommendations that help business and finance executives make informed decisions and improve profitability. 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.

ROLE OVERVIEW:

As a Senior Financial Analyst you will collaborate with leaders in Finance, Corporate Development, and our Business Units to support our growth objectives. You will be responsible for creating analyses, financial models, management reporting, and robust forecasts. The team is integrally involved in strategic investment analysis, including the support of growth initiatives and business case analysis. We are looking for a dynamic and influential finance team member with strong business acumen, corporate finance knowledge, and communication skills.

KEY RESPONSIBILITIES:

Strategic Business Partner

• Utilize data to tell a story and drive insights while tailoring messaging based on the audience

• Create accurate, compelling, and effective high-level presentations for executives

• Collaborate with varying levels of business leadership and Finance colleagues

• In partnership with the business, review operating and financial results identifying variance drivers and levers to enhance performance.

Forecasting and Analytics

• Create and/or support the development of financial related models and ensure they are accurate and updated to reflect evolving business dynamics

• Partner with peers in FP&A to develop an integrated driver-based volume forecasting models to support resource planning needs

• Support forecasting, expense management, & budget planning processes

• Identify efficiency opportunities and implement effective solutions

• Develop or enhance profitability models for existing and new lines of business, as needed

• Deliver on ad hoc analysis, modeling, and additional responsibilities as required

REQUIREMENTS:

• Bachelor's degree in Finance, Business, or Economics (or a related quantitative discipline)

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

WE VALUE:

• Prior roles in FP&A, Treasury / Capital Management, Investment Banking / M&A, Consulting, and Accounting

• Excellent attention to detail and demonstrated ability to effectively communicate analysis to support business decisions

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

• Self-starters who are dependable, can work independently, and run with asks that come with little initial direction

• Focus on continuous improvement in all financial related processes

Pay Range:

$82,200.00 - $137,000.00

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!

Why LPL?

At LPL, we believe that objective financial guidance is a fundamental need for everyone. As the nation’s leading independent broker-dealer, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services. We provide you with a work environment that encourages your creativity and growth, a leadership team that is supportive and responsive, and the opportunity to create a career that has no limits, only amazing potential.

We are one team on one mission. We take care of our advisors, so they can take care of their clients.

Because our company is not too big and not too small, you can seize the opportunity to make a real impact. We are committed to supporting workplace equality, and we embrace the different perspectives and backgrounds of our employees. We also care for our communities, and we encourage our employees to do the same. This creates an environment in which you can do your best work.

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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.