Sr Analyst FP&A - LPL Financial LLC : Job Details

Sr Analyst FP&A

LPL Financial LLC

Job Location : San Diego,CA, USA

Posted on : 2025-02-24T04:17:03Z

Job Description :

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:

LPL Financial is seeking a strong candidate to join our Financial Planning & Analysis (FP&A) team. As a trusted business partner, you will lead analysis and forecasts to help our management team make informed decisions. You will partner with colleagues in finance and in the business units to develop timely, accurate, and insightful analyses, metrics, and forecasts. The ideal candidate has strong business acumen, technical and corporate finance knowledge, high attention to detail, and excellent communication skills.

TEAM OVERVIEW:

FP&A is one of LPL's most visible departments, serving as the bridge between the firm's strategy and execution. The FP&A team serves as strategic business partners focused on providing actionable insights and recommendations that help business and finance executives make informed decisions and improve profitability.

ROLE OVERVIEW:

As a Senior Financial Analyst, you will collaborate with leaders in Finance, Corporate Development, and our Business Units to support our growth objectives. You will be responsible for creating analyses, financial models, management reporting, and robust forecasts. The team is integrally involved in strategic investment analysis, including the support of growth initiatives and business case analysis.

KEY RESPONSIBILITIES:

Strategic Business Partner

  • Utilize data to tell a story and drive insights while tailoring messaging based on the audience.
  • Create accurate, compelling, and effective high-level presentations for executives.
  • Collaborate with varying levels of business leadership and Finance colleagues.
  • In partnership with the business, review operating and financial results identifying variance drivers and levers to enhance performance.

    • Forecasting and Analytics

  • Create and/or support the development of financial related models and ensure they are accurate and updated to reflect evolving business dynamics.
  • Partner with peers in FP&A to develop integrated driver-based volume forecasting models to support resource planning needs.
  • Identify efficiency opportunities and implement effective solutions.
  • Develop or enhance profitability models for existing and new lines of business, as needed.
  • Deliver on ad hoc analysis, modeling, and additional responsibilities as required.

    • REQUIREMENTS:

  • Bachelor's degree in Finance, Business, or Economics (or a related quantitative discipline).
  • 3+ years of relevant experience in financial analysis, including variance analysis, budget planning, forecasting, and development of business analytics.

    • WE VALUE:

  • Prior roles in FP&A, Treasury / Capital Management, Investment Banking / M&A, Consulting, and Accounting.
  • Excellent attention to detail and demonstrated ability to effectively communicate analysis to support business decisions.
  • Ability to construct dynamic and robust financial models that are purpose-built and adaptable allowing for quick adjustments.
  • Self-starters who are dependable, can work independently, and run with asks that come with little initial direction.
  • Focus on continuous improvement in all financial-related processes.

    • Pay Range:

    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.

    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.

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