Assistant Vice President, Finance (FP&A)Apply Job ID: R-017550 Date posted: 09/22/2021 Primary Location CA-San Diego Other Locations SC-Fort Mill
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 19,000 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 objective 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.
The FP&A group is integrally involved in strategic and general financial analysis including supporting growth initiatives, creating forward trend analysis, and evaluating investments. Another primary responsibility is working with business partners to review financial results on a monthly basis, capture variance explanations, and support the forecast and budget planning processes.
·Instrumental role in the financial planning & analysis function for our Care business unit, including the Service, Trading, Operations, and Relationship Management organizations
·Oversee the delivery of compelling, accurate, and visually effective financial presentations
·Lead the budgeting and monthly forecasting process for the business unit including volume metrics and recommendations for improved financial performance
·Present financial results and insightful variance explanations to the business unit Managing Director and senior leadership team and to FP&A senior leaders
·Evaluate investments using cost-benefit and return on investment models
Please note: Additional responsibilities or duties may be assigned to you as needed or determined.
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.
·5-7 years of relevant experience; corporate finance/FP&A background is preferred
·BA/BS in Finance, Business, Economics (or related discipline)
·Strong financial/quantitative skills with the ability to build forecasting models and to take complex factors and create relevant, concise summaries to support finance and business unit decisions
·Excellent communication, listening, presentation, and writing skills
·Organizational and time management skills to effectively operate in a fast paced environment, sometimes with incomplete information and ambiguity
·Positive attitude with a commitment to excellence and integrity
·Proactive problem solver, expected to present problems and recommendations simultaneously
·Self-motivated with demonstrated ability to build partnerships and work collaboratively with both finance and business professionals
·Ability to balance a strategic thinking process with attention to detail
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.
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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.