Sr. Analyst, Finance (FP&A)

Do you have professional financial modeling experience?

Would you like to be a best in class business partner in your next role?

Excited to learn more? If so, then this could be the role for you! 

Job overview:

This position is currently a full time remote role due to Covid and we expect to transition back into our Fort Mill, SC and San Diego offices later this year.

This is a business partner role within our Financial Planning & Analysis (FP&A) team that leads analyses and forecasts that help our management team make informed decisions.  By working with colleagues in finance and in the business units, you will develop timely, accurate, and insightful commentary and recommendations. This team has the unique opportunity to be finance experts, to understand how business unit performance fits within LPL and vice versa, and to communicate with business partners at all levels of management on a daily basis. 

What will you do?

• Work closely with cross-functional business partners to understand and provide insights into financial performance, resource planning, and expense forecasts

• Prepare and deliver compelling, accurate, and visually effective financial presentations

• Lead the preparation of detailed budgets and forecasts

• Identify areas of improvement and implement effective solutions

• Ad hoc analysis and additional responsibilities as required

Please note: Additional responsibilities or duties may be assigned to you as needed or determined.

What does your success look like in the first 90 days?

Success will be to develop an understanding of our team processes and becoming the leader in driving these initiatives. Through clear & transparent interactions you will begin to build trust & relationships with our key stakeholders.

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.

What skills, experiences, and education are required?

• 3-5+ years of finance experience

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

• Strong communication & presentation skills

• Strong Relationship building skills through providing consistent & transparent customer service to the Business Units we support

• Financial Modeling and MS Excel skills

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.

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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 @lpl.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.