Sr. Analyst FP&A

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, FP&A, you will play an instrumental role in the analysis and reporting of LPL’s consolidated financial performance. The team provides critical analytical support to executive leaders through financial analysis and visually compelling reporting of the company’s consolidated financial results. This role will also coordinate across both business line FP&A and cross functional teams to understand drivers of our financial performance and will have direct interaction with the executive leadership team.

KEY RESPONSIBILITIES"

Consolidated Financial Reporting

• Manage consolidated financial reporting deliverables and communicate financial results to senior leadership

• Coordinate with key stakeholders to complete monthly variance commentary compared to budget/forecast at the consolidated and business unit level

• Develop standardized dashboards and reports to assess financial performance

• Effectively communicate, write, and present to various levels of management, including C-suite team

Forecasting and Analytics

• Support decision making by turning complex financial results into accurate, timely, and insightful financial analysis and presentations

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

• Recognize system inefficiencies and implement effective solutions

REQUIREMENTS:

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

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

• Experience building financial models and effectively communicating analysis to support business decision making

WE VALUE:

• Experience in FP&A, Investor Relations or financial services firm

• Prior consolidated P&L analysis experience

• CFA CPA, or Masters of Finance

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

• Self-motivated and a solid team player ability to work effectively with other parts of Finance and develop a strong consultative relationship throughout the department

#LI-PA

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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