Senior Analyst, Finance

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 22,000 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.

Role Overview:

The Senior Analyst, Finance role will be a part of the Advisor Capital team within LPL’s Finance Division. Advisor Capital is tasked with all aspects of providing LPL’s advisors, enterprises, and institutions with pricing analytics and capital to support acquisitions, retention, and growth initiatives.

You will be responsible for managing financial underwriting models, reporting, and ultimately providing analysis to support recommendations that help our business partners make informed decisions. The team is integrally involved in the support of retention and business case financial analysis. The ideal candidate has a combination of strong business acumen, corporate finance knowledge, and communication skills.

Responsibilities:

• Working with AVP and SVP to create and maintain efficient processes

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

• Leverage technology to automate manual work and simplify processes where feasible to create a highly scalable, flexible, and efficient infrastructure

• Maintain and enhance internal controls, supporting Internal Audit and Compliance quarterly/annual testing

• Work closely with internal LPL departments like Relationship Management, Advisory Operations and Client Compensation on ad hoc projects, reporting, and initiatives

• Collaborate with management to ensure proper perspective is brought to decision-making

• Analyze reports and data to determine actionable business intelligence

• Handle escalations by both internal business partners and our Advisors

• Represent and advocate for Finance when working with business partners

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 business, finance, or related field

• 4+ years of experience in corporate finance, operations, and/or business analytics

• Moderate to advanced Power Point, Excel, and financial modeling skills

• Experience analyzing, interpreting, and presenting data 

Preferences:

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

• Experience in financial analysis, data reporting, and development of business analytics

• Strong communication, analytical, strategic thinking, and problem-solving skills are needed

• Ability to prioritize while being efficient / accurate and produce quality on-time deliverables

• Ability to work both independently and collaboratively on a geographically dispersed team

• Excellent attention to detail and demonstrated ability to communicate analysis

• Self-motivated, willingness to take on challenges, and adaptability to support and adopt change

• Strong sense of personal accountability for work

• Focus on continuous improvement in all financial-related processes and operations

• Positive attitude, commitment to excellence and integrity

• Experience with tools such as: Tableau, Alteryx, Salesforce, Smartsheet Excel Macros

Pay Range:

$74,700.00 - $124,500.00

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.

We take social responsibility seriously. Learn more here

Want to see info on our benefits?  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.