Are you data-driven? Do you enjoy performing analytics and reporting to drive strategic decision making? Are you passionate about the financial services industry? Join the team leading the analytical charge for the nation’s largest independent broker-dealer.
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 Business Analytics & Reporting (BAR) team within LPL’s Finance division is looking for a well-rounded Analyst to help drive strategic business decisions through the production, analysis and reporting of key business drivers to LPL’s profitability and growth. The ideal candidate has sound judgement, the ability to recognize and communicate trends and insights, along with a strong understanding of data and automation concepts.
The BAR group resides within FP&A and plays an instrumental role in the analysis and reporting of LPL’s financial and KPI results, and in collaboration with various business units helps to support data driven decision making. This team is integrally involved in financial analysis, development and validation of various business metrics, including supporting growth initiatives, and forward trend analysis. The team also plays a key role in the Incentive Compensation Payment process for the firm, including payment calculations and associated analysis. Additionally, the group is responsible for reporting financial information in various forms including monthly executive packages, board of director presentations, Earnings Release support, and sales & asset reporting.
Responsibilities:
Prepare and distribute reporting packages to senior management with a high degree of accuracy
Partner with business units across the firm to develop qualitative and quantitative processes to make better business decisions
Support our Investor Relations partners during the quarterly earnings release process
Identifying and implementing automated solutions that enhance efficiency and accuracy of data processes
Lead monthly process to calculate Incentive Compensation Payments for all business units
Ad hoc analysis, modeling, and additional responsibilities as required
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.
Requirements:
BA/BS degree in Finance, Business, Economics (or a related discipline) is preferred
2+ years finance/analytics related experience
Excel expert
Core Competencies:
Expert in Microsoft Office Suite
Effective communication, presentation and writing skills
Data Driven / Analytical
Detail oriented with insight to determine applicability of big picture analysis
Preferences:
Experience with enterprise systems and/or data manipulation and reporting tools
Interest in Financial Markets / Financial Products
Pay Range:
$57,720-$86,580/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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