Senior Business Analyst

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!

Job Overview:

The Sr. Analyst, Business Systems for Enterprise Planning is responsible for the EPMO Reporting service offering. This role assists in execution activities needed to develop dashboards and reporting practices that create transparency into capacity, quality, and delivery tracking. The Sr. Analyst, Business Systems helps with metrics and reporting for the Enterprise Portfolio Management Office (EPMO).

Responsibilities:

• Advanced reporting/analytical skills for building Excel-like Pivot tables, charts & graphs, and dashboards

• Build cross-functional relationships to drive delivery of valuable business solutions for internal stakeholders

• Educating others on best practices and internal processes for tool usage

• Communicate Agile approach best practices for product development work

• Requirement gathering for improved business process

• Agile tool administration including security controls, tool integrations, and user management

• Creating, collecting, maintaining and retrieving data into required reporting formats utilizing agile tools such as Aha!, Confluence, Jira, Smartsheet and others.

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 working with Microsoft Office Excel and PowerPoint in performing analysis and communicating results, including Excel Pivot tables, charts & graphs, dashboards, etc.

• 3+ years of experience in designing and implementing complex systems, including developing solutions from scratch

• 3 + years of experience in tool configuration with JIRA

• 3 + Exceptional fact-based problem-solving skills that enable efficient identification of issues, gathering data, performing data analysis, and effectively communicating results of the analysis and associated recommendations

• 3 + years of experience in system integrations

Core Competencies:

• Strong analytical and problem-solving skills

• Excellent understanding of SOA principles and design patterns

• Excellent understanding and writing of SQL server procedures, Views, functions and designing skills.

• Excellent understanding of system integration. Great track record of implementing the distributed systems with legacy and modern technical tools

• Excellent knowledge in caching and exception handling

• Excellent verbal and written communication skills, both technical and non-technical

Preferences:

• Working knowledge of Agile methodology

• APIs,

• Confluence

• Roadmaps

• Smartsheet

• Jira

Pay Range:

$87,500-$145,800/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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