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Sr. Analyst, Finance

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Job ID R-025642 Date posted 09/19/2022 Primary Location SC-Fort Mill Other Locations SD-Remote

Are you someone who enjoys helping businesses understand their value and growth potential?

Excited to learn more? If so, then this could be the role 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, one of the most visible departments in the organization. As a trusted business partner, you will partner with colleagues in finance and business units to lead analysis and update monthly financial and metrics reporting to help our management team make informed decisions.  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 finance and business partners as well as 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 tasked with the reporting of financial information in various forms including but not limited to the company’s quarterly earnings release, monthly executive packages, board of director presentations, key operating metrics, and monthly financial results with variance commentary. 


  • Working closely with cross-functional business partners to understand and provide insights to monthly financial performance and forecasts for senior management

  • Prepare and deliver compelling, accurate, and visually effective financial presentations to senior management

  • Analyze data from various sources to compile comprehensive pictures of the overall business

  • Reporting on monthly performance against key business metrics for leadership and board of directors

  • Preparing monthly executive packages and board of director presentations

  • Supporting Investor Relations and Corporate Accounting in the quarterly earnings release

  • Support month-end close process through the review of actual results

  • Identify and recommend areas of improvement and implement effective solutions

  • Recognizing system inefficiencies and implementing effective solutions

  • Ad hoc analysis and additional responsibilities as required


  • Strong proficiency in MS Excel and PowerPoint

  • BA/BS degree in Finance, Accounting, Business, or Economics (or a related discipline) is required

  • In depth knowledge of financial reporting processes

  • Detail oriented with insight to determine applicability of big picture analysis is critical

  • Ability to work within a team and take initiative

  • Effective communication, presentation and writing skills

  • Strong collaboration, analytical and research skills

  • Self-motivated with strong work ethic

  • Ability to work comfortably with incomplete information and deal with ambiguity in a fast-paced environment

  • Demonstrated ability to manage and prioritize across multiple projects and adapt in real-time

  • Commitment to excellence and integrity

  • Ability to take complex factors and create concise and decision supporting analysis is essential

  • Proactive problem solver, expected to present problems and recommendations simultaneously


  • Strong systems and process mindset; experience with enterprise systems, Tableau and Hyperion reporting tools is a plus

  • 3+ years finance-related experience; professional services experience preferred


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 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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