Analyst, CFO Solutions

LPL Financial•San Diego, CA

About The Position

LPL Financial is seeking an analytical and personable self-starter with a financial background to join its CFO Solutions organization via the Insights & Analytics Team (“IAT”). CFO Solutions is a fractional consulting service, which LPL offers to its affiliated financial advisors. This service helps subscribing advisors better understand their financial information and business metrics in order improve their strategic decision-making, revenue growth, and business valuations. Insights & Analytics Team members develop standard and ad-hoc financial models, monthly reporting, and other insights in support of the advisor-facing CFOs. Analysts must effectively partner with CFOs and provide actionable and easily understandable insights based on financial analysis to effectively create value for subscribing advisors.

Requirements

2-3 years of experience in a financial analyst role in any industry, OR 2-3 years in an advisor-facing or client-facing role within the wealth management industry
Bachelor’s degree in business, finance, economics, or related field (exceptions for other degrees + strong related experience)
2+ years' experience creating models with Microsoft Excel
Ability to work independently and balance multiple competing priorities at once
Analytical, problem-solving mindset with precise attention to detail
Strong verbal and written communication skills

Nice To Haves

2-3 years of experience in a financial analyst role in the financial services industry
Experience working with financial advisors directly
Prior experience with Tableau, Alteryx, Power BI, or other querying or data visualization tools

Responsibilities

Analyze advisor business practices to help them better understand strengths and opportunities for their firms as well as metrics on profitability, cash flow, efficiency, and valuation
Prepare standard deliverables in Excel and determine significant insights to be relayed to advisors
Present analyses to internal team members and subscribing advisors
Partner with CFOs and consult with them on opportunities to add value for their paired advisors
Coordinate with newly subscribed advisors to onboard them quickly effectively, ensuring all steps in the process have been completed
Utilize Tableau to provide regular and custom reporting to advisors
Improve existing financial models and build new models when opportunities are identified
Assist with CFO and IAT team projects to improve quality for advisors and efficiency for the team