Sr. Analyst, Finance

Are you a team player? Are you curious to learn? Are you interested in working in meaningful projects? Do you want to work with cutting-edge technology? Are you interested in being part of a team working to transform and do things differently? 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 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.

Role Overview:

As a Senior Financial Analyst, you will collaborate with leaders in Finance and Recruiting to assist with providing capital and pricing to LPL's advisors for acquisition. You will be responsible for reviewing, interpreting, and verifying prospective advisors' prior firm financial statements and reviewing Analyst work concerning modeling those assets. The team is integrally involved in strategic investment analysis and C-suite level reporting. We are looking for a dynamic and influential finance team member with strong business acumen, corporate finance knowledge, and communication skills.

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 and team-oriented, and can execute in a way that encourages creativity and continuous improvement.

Responsibilities:

• Review, interpret, and verify prospective advisors' prior firm financial statements.

• Work closely with internal LPL departments and prospective advisors to determine pricing models for new advisors.

• Conduct financial analysis to determine the profitability of the assets.

• Act as a business partner between multiple LPL departments to ensure all contract accommodations are accurately documented and tracked appropriately.

• Ad-hoc data analysis, reporting, and dashboard building

• Collaborate with management to ensure proper perspective is brought to decision-making.

• Provide feedback on processes and present and implement enhancements as needed.

• Prepare presentations and reporting to senior management

• Develop deep knowledge of the wealth management industry

• Ad-hoc analysis, research, financial modeling, and additional responsibilities as required

Requirements:

• 4+ years of finance experience in prior roles in FP&A, Treasury / Capital Management, Investment Banking / M&A, Consulting, and Accounting

• Bachelor's degree in business, finance, or related field

• Moderate to advanced PowerPoint, Excel, and financial modeling skills

Core Competencies:

• Experience in the Financial Services industry

• Excellent attention to detail and demonstrated ability to communicate analysis.

• Strong communication, analytical, strategic thinking, and problem-solving skills are needed.

• Ability to prioritize while being efficient and accurate

• Ability to work within a team, take the initiative, show strong attention to detail, and be flexible

• Dependable self-starters, can work independently, and run with asks that come with little initial direction

• Focus on continuous improvement in all financial-related processes

• Positive attitude, commitment to excellence and integrity

Pay Range:

$73,600-$110,400/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!

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.

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.