Finance Systems Analyst

Analyst, Finance Systems

What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. What if you could have access to cutting-edge resources, a collaborative environment, and the freedom to make an impact? If you're ready to take the next step, discover what’s possible with LPL Financial.

Job Overview:

The Finance Systems Analyst, reports to the Vice President of Finance Systems, under the Center of Excellence group. This group specializes in data projects under the hierarchy of the Chief Accounting Officer 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 by the business to create efficiencies and automation (Oracle, SAP, Workday, 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.

What are we looking for?

We’re looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.

Requirements:

• Bachelor’s degree in data Analytics, Data Science, Finance, Business, or Economics (or equivalent experience).

• Experience with BI tools (Tableau, Power BI, Alteryx)

• Familiarity with Python or SQL

• Minimum of 1-2 years of professional experience is required

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:

Company Overview:

LPL Financial Holdings Inc. (Nasdaq: LPLA) was founded on the principle that the firm should work for advisors and institutions, and not the other way around. Today, LPL is a leader in the markets we serve, serving more than 23,000 financial advisors, including advisors at approximately 1,000 institutions and at approximately 580 registered investment advisor ("RIA") firms nationwide. We are steadfast in our commitment to the advisor-mediated model and the belief that Americans deserve access to personalized guidance from a financial professional.

At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.

Join LPL Financial: Where Your Potential Meets Opportunity

At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation’s leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services.

Why LPL?

• Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here!

• Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here!

• Unified Mission: We are one team on one mission—taking care of our advisors so they can take care of their clients. Learn more about our mission and values here!

• Impactful Work: Our size is just right for you to make a real impact. Learn more here!

• Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here!

• Community Focus: We care for our communities and encourage our employees to do the same. Learn more here!

• Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. Learn more here!

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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