Are you a team player? Are you curious to learn? Are you interested in working on meaningful projects? Do you want to work with cutting-edge technology? If so, LPL Financial is the place for you!
LPL Financial (Nasdaq: LPLA) is one of the fastest-growing Fortune 500 financial services firms, serving more than 22,000 financial advisors.
Team Overview
FP&A is one of LPL’s most visible departments, serving as the bridge between the firm’s strategy and execution. The FP&A team serves as strategic business partners focused on providing actionable insights and recommendations that help business and finance executives make informed decisions and improve profitability.
Role Overview
As a Senior Financial Analyst, you will collaborate with leaders in Finance, Corporate Development, and our Business Units to support our growth objectives. You will be responsible for creating analyses, financial models, management reporting, and robust forecasts.
Key Responsibilities
Strategic Business Partner
- Utilize data to tell a story and drive insights while tailoring messaging based on the audience.
- Create accurate, compelling, and effective high-level presentations for executives.
- Collaborate with varying levels of business leadership and Finance colleagues.
- In partnership with the business, review operating and financial results identifying variance drivers and levers to enhance performance.
Forecasting and Analytics
- Create and/or support the development of financial related models and ensure they are accurate and updated to reflect evolving business dynamics.
- Partner with peers in FP&A to develop an integrated driver-based volume forecasting model to support resource planning needs.
- Support forecasting, expense management, and budget planning processes.
Requirements
- Bachelor's degree in Finance, Business, or Economics (or a related quantitative discipline).
- 3+ years of relevant experience in financial analysis, including variance analysis, budget planning, forecasting, and development of business analytics.
WE VALUE
- Prior roles in FP&A, Treasury / Capital Management, Investment Banking / M&A, Consulting, and Accounting.
- Experience in the Financial Services industry.
- Excellent attention to detail and demonstrated ability to effectively communicate analysis to support business decisions.
- Ability to construct dynamic and robust financial models that are adaptable for quick adjustments.
- Self-starters who are dependable, can work independently, and run with tasks that come with little initial direction.
- Focus on continuous improvement in all financial related processes.
Pay Range
Actual base salary varies based on factors including relevant skill, prior experience, education, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play.
Why LPL?
At LPL, we believe that objective financial guidance is a fundamental need for everyone. We provide you with a work environment that encourages your creativity and growth, a supportive leadership team, 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.
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.
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