Finance Systems Analyst
Are you a team player? Are you curious to learn? 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.
The Finance Systems Analyst, reports to the VP of Finance Systems, and is responsible for system administration tasks, supporting end users, and assisting with various enhancement initiatives in close partnership with team members and business stakeholders.
The ideal individual is someone who wants to develop within a Finance Systems role, strive to become a subject matter expert, and someone who will be heavily focused on the meeting the needs of our stakeholders.
Perform recurring and Ad-Hoc system administration tasks to support business operations
Provide a customer centric experience for business partners, providing first level support
Build and maintain relationships within Finance, Technology, other business organizations, and with third party vendors
Create and maintain documentation including system runbooks, process narratives, process flows, and policies and procedures
Train and support end users on system functionality and processes
Promote a culture of continues improvement within a volatile environment
Manage and execute UAT for implementations with varying ranges of complexity
Partner closely with our Produce Management team in support of various initiatives
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.
BA/BS degree in Finance, Accounting or related field is required
Minimum of 2 years of professional experience is required
Microsoft Access, VBA, and SQL knowledge
Strong Microsoft Excel skills
Experience supporting various financial systems.
Demonstrated ability to manage multiple projects and activities
Understanding of SOX controls and ensuring compliance over financial reporting
Strong leadership and management skills, particularly in managing organizational change and process improvement
Strong interpersonal skills and effective communication skills with the ability to interact effectively with all levels of management and staff
CPA, CFA, MBA are pluses
Preferred experience includes Trintech Cadency, Oracle R12, Oracle Planning and Budgeting Cloud Service (PBCS), Ariba, and Concur
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.