LPL Financial is a leader in the retail financial advice market and the nation’s largest independent broker/dealer*. We serve independent financial advisors and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices. LPL enables them to provide personalized guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions.

The Business Analytics team within LPL’s Finance division is looking for a well-rounded Sr. Analyst to help drive strategic business decisions through the production, analysis and reporting of key business drivers to LPL’s profitability and growth. The ideal candidate has sound judgement, the ability to recognize and communicate trends and insights, along with a strong understanding of data and automation concepts.

The Business Analytics Reporting (BAR) group resides within FP&A and plays an instrumental role in the analysis and reporting of LPL’s financial and KPI results, and in collaboration with various business units helps to support data driven decision making. This team is integrally involved in financial analysis, development and validation of various business metrics, including supporting growth initiatives, and forward trend analysis. The team also plays a key role in the Incentive Compensation payment process for the firm, including payment calculations and associated analysis. Additionally, the group is responsible for reporting financial information in various forms including monthly executive packages, board of director presentations, Earnings Release support, and sales & asset reporting

This role is hybrid working from home and in office based out of our San Diego or Fort Mill office

Responsibilities:

• Research and analyze large data sets for insights and trends that can provide senior leadership with important information for key decision making decisions
• Use critical thinking and creativity to answer complex analytical questions
• Prepare and distribute reporting packages to senior management with a high degree of accuracy
• Create clear and concise reporting for executives; both written and visual
• Partner with business units across the firm to develop qualitative and quantitative processes to improve efficiency of reporting and analysis
• Support our Investor Relations partners during the quarterly earnings release process
• Identifying and implementing automated solutions that enhance efficiency and accuracy of data processes
• Ad hoc analysis, modeling, and additional responsibilities as required

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:

• BA/BS degree in Finance, Business, Management Information Systems (or a related discipline)
• 2+ years finance/analytics related experience
• Experience with enterprise systems and/or data manipulation and reporting tools (SQL, Python, etc.)

Core Competencies:

• Data Driven / Analytical
• Expert in Microsoft Office Suite (specifically Microsoft excel)
• Effective communication, presentation and writing skills
• Detail oriented with insight to determine applicability of big picture analysis
• Effective Communicator

Preferences:

• Interest in Financial Markets / Financial Products