Senior Analyst, Enterprise Reporting

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.

Position Overview: The Senior Analyst will play a critical role in developing and maintaining Power BI dashboards and building project management tools within SharePoint. This individual will work closely with stakeholders to understand user requests and provide solutions using existing tools to produce usable and impactful products.

Key Responsibilities:

• Develop, maintain, and optimize Power BI dashboards to support business decision-making.

• Design and implement project management tools within SharePoint to streamline workflows and enhance productivity.

• Collaborate with stakeholders to gather requirements and translate them into effective solutions.

• Analyze user requests and provide recommendations based on available tools and best practices.

• Ensure data accuracy and integrity in all reporting and dashboard solutions.

• Provide training and support to users on Power BI and SharePoint tools.

• Continuously improve and update existing dashboards and tools to meet evolving business needs.

Qualifications:

• Bachelor’s degree in business, Information Technology, or a related field.

• 3+ years of proven experience in developing Power BI dashboards and knowledge of project management tools within SharePoint.

• Strong analytical skills with the ability to interpret complex data and provide actionable insights.

• Excellent communication skills, both written and verbal, with the ability to interact effectively with stakeholders at all levels.

• Ability to work independently and as part of a team in a fast-paced environment.

• Detail-oriented with a commitment to delivering high-quality work.

Preferred Skills:

• Experience with other data visualization tools and project management software.

• Knowledge of data modeling and database management.

• Familiarity with Agile methodologies and project management principles.

Why Join Us:

• Competitive salary and benefits package.

• Opportunity to work with a talented and collaborative team.

• Professional development and growth opportunities.

• A supportive and inclusive work environment.

 

Pay Range:

$80,325-$133,875/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!

 

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