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Senior Analyst, Finance (FP&A)

Job ID: R-005638 Date posted: 05/10/2019 Primary Location CA-San Diego

LPL Financial is seeking a strong candidate to join our Financial Planning & Analysis (FP&A) team. As a trusted business partner, you will lead analysis and forecasts to help our management team make informed decisions.  You will partner with colleagues in finance and in the business units to develop timely, accurate, and insightful analyses, metrics, and forecasts.  The ideal candidate has a combination of strong business acumen, technical and corporate finance knowledge, high attention to detail and organization, and excellent communication skills.  The ability to work within a team, take initiative, and interact effectively with business partners and all levels of management is critical.

The FP&A group plays an instrumental role in the analysis and reporting of LPL’s financial information.  This team is integrally involved in strategic and general financial analysis including supporting growth initiatives, creating forward trend analysis, and evaluating investments using cost-benefit and return on investment models.  Another primary responsibility is working with business partners across LPL to review financial results on a monthly basis, capture variance explanations, and support the forecast and budget planning processes.  Lastly, this group is tasked with the reporting of financial information in various forms including monthly executive packages, board of director presentations, and sales & asset reporting.

Essential Functions:

  • Work closely with cross-functional business partners to understand and provide insights into financial performance and forecasts
  • Prepare and deliver compelling, accurate, and visually effective financial presentations
  • Lead the preparation of detailed budgets and forecasts via a 24 month rolling forecast process
  • Track divisional headcount changes and provide insight into the resulting financial impact
  • Ad hoc analysis and additional responsibilities as required
  • Identify areas of improvement and implement effective solutions

Key Qualifications:

  • 3-5 years of finance-related experience
  • Strong communication, listening, presentation, and writing skills
  • High level of proficiency in Excel and PowerPoint
  • Experience with enterprise systems and reporting tools a strong plus (OBIEE, OFA, Hyperion or other SAS reporting tools)
  • Detail oriented with insight to determine applicability of big picture analysis
  • Ability to work comfortably with incomplete information and ambiguity in a fast-paced environment
  • Ability to work within a team and work with minimal oversight
  • Strong organization skills, ability to prioritize and to manage multiple ongoing work streams
  • Proactive problem solver, expected to present problems and recommendations simultaneously
  • Positive attitude, commitment to excellence and integrity
  • High level of motivation and initiative
  • Education / Experience
  • BA/BS in Finance, Business, Economics or related discipline is required

About LPL Financial:

LPL Financial is a leader in the retail financial advice market and the nation’s largest independent broker/dealer*. We serve independent financial advisors and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices. LPL enables them to provide objective guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions. LPL and its affiliates have more than 3,700 employees with primary offices in Boston, Charlotte, and San Diego.

Our Culture:

If you join LPL, you will join a culture that believes in delivering a world-class client experience and looks to all employees to contribute to that goal by sharing their creativity, experience, and passion for continuous improvement. As a destination of choice, our top priorities are growth and development, social responsibility, and financial health for our employees. 

We offer competitive compensation and industry leading benefits, including a wellness facility with onsite fitness classes, healthy meal choices, and a walk-in clinic. We support employee financial health through a 401k match, ESPP, and employee discounts. Work/life balance is our foundation and is supported through paid holidays, and paid time off (including time to volunteer). We foster a diverse work environment through Employee Resource Groups and diverse strategic partnerships.  

Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please login or create an account to apply to this position. Principals only. EOE

*As reported by Financial Planning magazine, June 1996-2017, based on total revenue.

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