AVP, Finance FP&A – Technology

LPL Financial • Fort Mill, SC

21h

About The Position

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: Be part of the group’s success as we look for talented individuals to lead and work through evolutionary change within the finance organization. Under the guidance of the SVP of Finance, the finance team is motivated to elevate the way they support the business. Through a consultative approach, the finance team partners with the business to give them the tools to make impactful decisions for the organization. Be part of a team that is making a difference in the way LPL makes decisions. Join the Finance team at LPL Financial and be a part of a team that aspires to be a best-in-class business partner. Reporting directly to the VP, Finance, the AVP, Finance role leads the financial planning and analysis function for various business units at LPL Financial. The AVP, Finance partners with the business on providing decision-making support to investments and resources, forecast analysis and effective budgeting and reporting through fact-based analysis of key metrics and thoughtful recommendations, and by providing objective financial analysis of projects and trends. Finance’s mission is to be a valued business partners to line and support teams and improve the profitability of our company. The position will work to define and report on meaningful financial and operational metrics that support the business in its decisions. The individual will employ exceptional financial analysis skills to coach their team to build thoughtful and positive growth-centric recommendations and elevate what we are currently doing.

Requirements

• Minimum 6 years of relevant experience within Corporate Finance and/or FP&A
• Experience with budgeting, forecasting, and variance analysis
• BA/BS degree in Finance, Accounting or Economics, MBA or CFA a plus
• Effective communication skills and the ability to interact effectively with all levels of management and operations
• Strong project management, organizational skills, and the ability to multi-task
• Strong quantitative skills along with the ability to take complex factors and create concise decision-supporting analyses
• Ability to balance a strategic thinking process with attention to detail
• Self-motivated and a solid team player ability to work effectively with other parts of Finance and develop a strong consultative relationship throughout the business

Nice To Haves

• Technology Finance experience preferred

Responsibilities

• Be the primary point person interfacing between the Finance organization and various business units within Technology.
• Oversee budgeting and monthly forecasting including recommendations for improved financial performance.
• Provide senior management with insights into expense drivers, risks and opportunities.
• Present variance analysis results to senior management and recommend actions to meet budget.
• Drive continuous improvement in all financial processes, leveraging technology and staffing resources.
• Prepare and review financial analysis such as new business opportunities, operating platforms, pricing alternatives for presentation to leadership of the various business units, CFO, and other members of the Management Committee.
• Audit and review of financial models to ensure they are both accurate and updated to reflect changing business needs.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level