Are you someone pursuing a career in financial analysis? Would you like to be a best in class business partner in your next role? If you’re excited to learn more, 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

This Analyst role is within our Financial Planning & Analysis (FP&A) team supporting the Technology Division. This team plays an essential role enabling Technology’s mission to deliver innovative solutions to our clients that align with LPL’s corporate strategy and objectives. The Analyst will be responsible for managing and supporting Technology business operations, leading financial analyses, and forecasting to help our management team make informed decisions.

Responsibilities

• Work closely with Finance leaders and cross-functional business partners to understand and provide insights into financial performance and forecasts (forward trend analysis, cost-benefit analysis of investments, build product line financials for new products, financial results reviews, variance explanations, forecasts, annual budgets)

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

• Ad hoc analysis and additional responsibilities as required

• Identify areas of improvement and implement effective solution

What are we looking for?

We want strong collaboratorswho 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.

Requirements

• BA/BS in finance, Business, Economics or related discipline

• 1-3 years of finance-related experience

Core Competencies

• Strong communication, listening, presentation, and writing skills

• High level of proficiency in Excel and PowerPoint

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

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

• Ability to work within a team and work with minimal oversight

• Strong organization skills, ability to prioritize and to manage multiple ongoing work streams

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

• Positive attitude, commitment to excellence and integrity

• High level of motivation and initiative

Preferences

• Experience with enterprise systems and reporting tools (OBIEE, OFA, Hyperion or other SAS reporting tools)