Are you a team player? Are you curious to learn? Are you interested in working in meaningful projects? Do you want to work with cutting-edge technology? 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 22,000 financial advisors, 1,100 institution-based investment programs, and 500 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:
The Finance Systems Sr. Analyst, reports to the Assistant Vice President of Finance Systems, under the Center of Excellence group. This group specializes in data projects primarily in finance & accounting functions that require advanced analytic skills. This role will provide strategic, analytical, and technical support for various departments. You will leverage disparate data to create solutions that empower the business to effectively make decisions. The ideal candidate has a combination of strong business acumen, strong data analytic knowledge, and communication skills.
Responsibilities:
Perform recurring and Ad-Hoc system administration tasks to support business operations.
Translate and visualize data into information and insights to discover trends and patterns for solving the business problem and improving key performance indicators.
Provide a customer centric experience for business partners.
Create detailed documentation, process flows, and diagrams.
Train and support end users on project solution functionality and procedures.
Leveraging existing systems used in Accounting/Finance to create efficiencies and automation (Oracle, TrinTech- Cadency & ReconNet, Ariba, Concur etc.)
Promote a culture of continuous improvement within a progressively evolving environment.
Drive project development through the project lifecycle.
Partner closely with our Product Management and Technology teams in support of various initiatives.
Build and maintain relationships within Finance, Technology, other business organizations, and with third party vendors.
Ad hoc analysis, modeling, and additional responsibilities as required.
Serve as a support system for more junior analysts.
What are we looking for?
We want strong collaborators who are passionate about identifying and solving business inefficiencies. We are looking for people who thrive in an innovative environment, who are motivated self-starters, and who can think creatively to deliver valuable services to our customers.
Requirements:
Bachelor’s degree in Data Analytics, Data Science, Finance, Business, or Economics with 3-5 years of experience OR Master’s degree in Data Analytics, Data Science, Finance, Business, or Economics with 1-2 years of experience
Experience with BI tools (Tableau, Power BI, Alteryx).
Familiarity with Python or SQL.
Core Competencies:
Intellectually curious and have a background in data analyses.
Exceptional critical thinking skills.
Desire to drive organizational change through process improvement.
Strong interpersonal skills and effective communication skills with the ability to interact effectively with all levels of management and staff.
Preferences
Excellent quantitative/analytical skills, and ability to utilize data to tell the story and drive insights, tailors messaging to appropriate level for audience.
Finding opportunities for business process optimization.
Proficiency in data analysis tools and languages, such as SQL and databases, or Python is a plus.
Proficiency in dashboard and reporting development such as Tableau or Power BI.
Proficiency in Microsoft Office, particularly Excel (pivot tables, formulas, charts, data modeling).
Understanding adaptability for change in the bigger picture; embracing those changes as opportunity for growth & development.
Outstanding problem -solving skills with a proactive approach towards assigned projects or tasks.
Demonstrated ability to manage multiple projects and activities while meeting deadlines.
Understanding of SOX controls and ensuring compliance over financial reporting
Pay Range:
$78,920-$118,380/year
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 (855) 575-6947.
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