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Senior Analyst, Finance, FP&A

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Job ID R-025623 Date posted 09/21/2022 Primary Location SC-Fort Mill Other Locations NC-Remote , SC-Remote , SD-Remote

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!

LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader* in the markets we serve, supporting more than 18,000 financial advisors, 800 institution-based investment programs and 450 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.

Job Overview:

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.

Responsibilities:

  • 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

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:

  • 3-5+ years of finance-related experience

  • BA/BS in Finance, Business, Economics or related discipline

  • High level of proficiency in Excel and PowerPoint

Core Competencies:

  • Strong communication, listening, presentation, and writing skills

  • 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

Preferences:

  • Experience with enterprise systems and reporting tools a strong plus (OBIEE, OFA, Hyperion or other SAS reporting tools)

Why LPL? 

At LPL, we believe that objective financial guidance is a fundamental need for everyone. As the nation’s leading independent broker-dealer, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services. We provide you with a work environment that encourages your creativity and growth, a leadership team that is supportive and responsive, and the opportunity to create a career that has no limits, only amazing potential.

We are one team on one mission. We take care of our advisors, so they can take care of their clients.

Because our company is not too big and not too small, you can seize the opportunity to make a real impact. We are committed to supporting workplace equality, and we embrace the different perspectives and backgrounds of our employees.We also care for our communities, and we encourage our employees to do the same. This creates an environment in which you can do your best work.

Want to hear from our employees on what it’s like to work at LPL?  Watch this!

We take social responsibility seriously. Learn more here

Want to see info on our benefits?  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 (800) 877-7210.

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