Financial Analyst, Corporate FP&A

What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. What if you could have access to cutting-edge resources, a collaborative environment, and the freedom to make an impact? If you're ready to take the next step, discover what’s possible with 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 Financial Analyst in FP&A will play a highly visible role on our Corporate FP&A team. You will be responsible for supporting efforts to create analyses, financial models, management reporting, robust forecasts, and ultimately supporting recommendations that help business and finance executives make informed decisions and improve profitability. The ideal candidate has a combination of strong business acumen, corporate finance knowledge, and communication skills.

Responsibilities:

• In partnership with the business, review operating and financial results identifying variance drivers and levers to enhance performance.  Support forecasting & budget planning processes.

• Help create accurate, compelling, and effective presentations

• Ad hoc analysis, modeling, and additional responsibilities as required

• Effectively interact with finance colleagues

• 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, Mathematics or Economics (or a related quantitative discipline)

• Minimum 1 year of experience in financial analysis (variance analysis, budget planning, forecasting and development of business analytics); or related Internship in large financial organization with related course work

Core Competencies:

• Quality

  • Seeks, embraces, and proactively applies feedback on projects and tasks

  • Completes tasks accurately, on time, as requested, and with appropriate time for review / feedback before final deadlines

  • Reviews, takes pride in & ensures the quality of, presentation, analysis, and communications

• Efficiency

  • Displays the ability to balance multiple tasks and priorities, allocates time appropriately and includes others when needed

  • Asking clarifying questions and understanding the “why” of tasks with the end goal in mind

  • Efficiency of pertinent technical skills – excel modeling and building presentations, AdHoc assignments, & headcount management

• Innovation

  • Proactively implementing and seeking opportunities for improvements (financial models, deck presentations, etc) inside their area of focus

  • Willingness to adapt to change and embrace those changes as opportunity for growth & development

• Intangibles

  • Self-motivated and seeks new opportunities to improve

  • Confidence in groups & willingness to speak up & present data

  • Hold themselves accountable to get the job done, with a sense of urgency, and a great attitude

  • Communication of detailed analysis across multiple levels of the organization

  • Partner and collaborate with business partners and internal team

• #LI-PA

 

Pay Range:

$59,288-$98,813/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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