Senior Analyst, Corporate 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.

Are you someone with a strong background in financial analysis? Do you strive to be a best-in-class business partner? Excited to learn more? If so, then this could be the role for you! 

Job overview:

At LPL Financial, the Gross Profit team within Corporate FP&A provides the enterprise-wide perspective on revenue performance and outlook. We connect operations to financial outcomes, delivering a clear, consolidated view of how the business is performing today and where revenue is expected to trend. In a complex, diversified model, this role helps ensure leadership has a disciplined, forward-looking understanding of top-line performance.

We are seeking a high-performing Senior Financial Analyst, Corporate FP&A - Gross Profit (Revenue) to join the Gross Profit team and serve as a revenue thought partner to senior leadership. This role centers on understanding and forecasting the key economic drivers of revenue and translating those variables into a cohesive enterprise outlook. You will operate at the intersection of Finance, business leadership, and Strategy, ensuring that revenue expectations are grounded in data, aligned to operating realities, and clearly communicated to executive stakeholders.

The ideal candidate brings strong modeling capabilities, intellectual curiosity, and comfort operating in ambiguity. You should think in drivers, not line items; in sensitivities, not static budgets. This role requires precision, skepticism of assumptions, and the ability to distill complex revenue mechanics into executive-ready insights.

If you are motivated by understanding what truly shapes growth and want meaningful exposure to enterprise-level decision-making in a public company environment, this is the role for you.

Responsibilities:

• Own and enhance enterprise revenue forecasting models across multiple revenue streams

• Translate market movements, advisor behavior, and business trends into actionable financial insights

• Support executive-level reporting and deliver clear narratives around revenue drivers, risks, and opportunities

• Partner cross-functionally with business leaders, Strategy, Treasury, and Investor Relations to connect operating performance to long-term value creation

• Develop scenario analysis and stress testing to inform capital allocation and strategic decision-making

What are we looking for?

We’re looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.

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

Core Competencies:

• Excellent attention to detail
• 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
• Flexible and adaptable to change; ability to work comfortably with incomplete information and deal with ambiguity in a fast-paced environment

Preferences:

• CFA, MBA, or CPA
• Background in Wealth Management or Financial Services, with expertise in FP&A and related disciplines such as Treasury / Capital Management, and Investment Banking / M&A

 

Pay Range:

$76,941-$128,235/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, healt