Senior Analyst, Finance

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-$124,500/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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