AVP, Finance - Technology Infrastructure Finance

Are you a team player? Are you curious to learn? Are you interested in working on meaningful projects? Do you want to work with cutting-edge technology?

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 23,000 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.

Job Overview :

Be part of the group’s success as we look for talented individuals to lead and work through evolutionary change within the finance organization.

Under the guidance of the SVP of Finance, the finance team is motivated to elevate the way they support the business. Through a consultative approach, the finance team partners with the business to give them the tools to make impactful decisions for the organization.

Reporting directly to the VP, Finance, the AVP, Finance role leads the financial planning and analysis function for various business units at LPL Financial.

The AVP, Finance partners with the business on providing decision-making support to investments and resources, forecast analysis, and effective budgeting and reporting through fact-based analysis of key metrics and thoughtful recommendations.

Please read the following job description thoroughly to ensure you are the right fit for this role before applying.

Responsibilities :

• Be the primary point person interfacing between the Finance organization and various business units within Technology.
• Oversee budgeting and monthly forecasting including recommendations for improved financial performance.
• Provide senior management with insights into expense drivers, risks and opportunities.
• Present variance analysis results to senior management and recommend actions to meet budget.
• Drive continuous improvement in all financial processes, leveraging technology and staffing resources.
• Prepare and review financial analysis such as new business opportunities, operating platforms, pricing alternatives for presentation to leadership of the various business units, CFO, and other members of the Management Committee.
• Audit and review of financial models to ensure they are both accurate and updated to reflect changing business needs.

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 :

• Minimum 6 years of relevant experience
• BA / BS degree in Finance, Accounting or Economics, MBA or CFA a plus

Core Competencies :

• Effective communication skills and the ability to interact effectively with all levels of management and operations
• Strong project management, organizational skills, and the ability to multi-task
• Strong quantitative skills along with the ability to take complex factors and create concise decision-supporting analyses
• Ability to balance a strategic thinking process with attention to detail
• Self-motivated and a solid team player ability to work effectively with other parts of Finance and develop a strong consultative relationship throughout the business

Preferences :

• Technology Finance and / or Infrastructure Finance Support experience preferred
• Prior experience within a professional services firm or FP&A organization a plus

Pay Range : $96,900.00 - $161,500.00 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.

Why LPL?

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.

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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