Senior Financial Analyst - Technology FP&A

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.

Job Overview:

The Senior Financial Analyst in FP&A will play a highly visible role on the Technology Finance team. You will be responsible for creating analyses, financial models, management reporting, robust forecasts, and ultimately supporting recommendations that help business and finance executives make informed decisions and improve profitability. The team is integrally involved in strategic decision making in the Technology organization, including the support of new investments and business case analysis. The ideal candidate has a combination of strong business acumen, technical skills, and communication skills.

Responsibilities:

• Act as a business partner to Technology leadership

• Provide actionable reporting and analyses to inform strategic decision making

• Create and support the development of financial related models and ensure they are accurate and periodically updated to reflect evolving business dynamics

• Play a key role in the development of the driver-based, volume forecasting models to more effectively support resource planning needs

• Focus on continuous improvement in all financial-related processes, leveraging technology and other resources

• Help create accurate, compelling, and effective presentations

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:

• 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

• Experience building financial models and effectively communicating analysis to support business decision-making

Core Competencies:

• Strong commitment to data accuracy, creating materials with an ideal balance between depth and materiality

• Ability to construct dynamic and robust financial models that are purpose-built and adaptable, allowing quick adjustments/variability

• Ability to identify risks & opportunities within the org and assess potential impacts and alternatives; proactivity is key

• Ability to identify problems with data analysis and present solutions to the business

• Efficiency

• Ability to own multiple responsibilities while addressing AdHoc concerns of leadership & business partners

• Ability to work independently and run with asks that come with little initial direction

• Identifying and implementing process efficiency improvements

• Innovation

• Leading and applying continuous improvement in day-to-day and special projects

• Understanding adaptability for change in the bigger picture; embracing those changes as opportunity for growth & development

• Intangibles

• Exceptionally strong communication skills, navigating communication at multiple levels of the organization

• Capable and willing to lead projects, both inside the team and with other groups

• Utilizes data to tell the story and drive insights, tailors messaging to appropriate level for audience

• Partner and collaborate with business partners and internal team

 

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!

 

Company Overview:

LPL Financial