Sr. Analyst - Divisional FP&A

LPL FinancialFort Mill, SC, US

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Senior Analyst, Finance Planning & Analysis

At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. The Senior Analyst, Finance Planning & Analysis will provide analytical support to the Finance team within LPL Financials' Client Success organization. The role will focus primarily on providing forecasting, budget planning, and ad-hoc financial analysis.

Responsibilities :

Provide financial analysis and reporting for Client Success organization
Assist with monthly and quarterly forecasts for the division, including rolling estimates and detailed commentary
Prepare annual budget / targets and mid-year reviews for assigned areas of responsibility
Create presentations and other materials for senior management meetings
Perform various ad hoc analyses as needed
Coordinate special projects and perform various administrative functions 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 Business Administration, Finance or equivalent experience preferred. MBA or CPA a plus.

2+ years of relevant finance experience; preferably within a large financial services organization.

Core Competencies :

Strong understanding of financial statements and accounting principles.

Excellent communication skills, both written and verbal.

Proficiency in Microsoft Office Suite, particularly Excel and PowerPoint.

Ability to work independently and multi-task in a fast-paced environment.

Detail oriented with strong organizational skills.

Pay Range : $74,700-$124,500 / year. Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer!

LPL Financial Holdings Inc. (Nasdaq : LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace. LPL supports over 29,000 financial advisors and the wealth-management practices of 1,100 financial institution, servicing and custodying approximately $1.9 trillion in brokerage and advisory assets on behalf of approximately 7 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses.

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.

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Sr Analyst • Fort Mill, SC, US