AVP, FP&A

LPL Financial•San Diego, CA

About The Position

As an Assistant Vice President, you’ll lead a high-impact team focused on analyzing and optimizing our affiliation models which is a top priority for the firm. This is a unique opportunity to showcase your financial modeling expertise while collaborating with senior leaders across Finance, Corporate Development, Strategy, and our Business Units. In this role, you’ll shape strategies that drive growth and profitability, while delivering accurate models, insightful analyses, robust forecasts and management reporting that plays a critical role in shaping strategic decisions and guiding discussions in executive leadership and board presentations. We’re looking for a dynamic, influential leader with exceptional business acumen, deep corporate finance expertise, and strong communication skills to help shape the future of our organization.

Requirements

Bachelor's degree in Finance, Business, or Economics (or a related quantitative discipline)
5+ years of relevant experience in financial analysis, including variance analysis, budget planning, forecasting, and development of business analytics
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

Nice To Haves

MBA, CPA, CFA
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

Responsibilities

Strategic Business Partner Serve as the primary finance leader and partner for key business executives
Utilize data to tell a story and drive insights while making business recommendations
Think creatively and be solution focused when collaborating with business leadership and Finance colleagues
In partnership with the business, review operating and financial results identifying variance drivers and levers to enhance performance
Build and maintain driver‑based financial models (including expense plans) that reflect evolving business dynamics and support resource allocation
Lead forecasting, P&L management, & budget planning processes
Identify efficiency opportunities and implement effective solutions
Develop or enhance profitability models for existing and new lines of business, as needed
Deliver on ad hoc analysis, modeling, and additional responsibilities as required
Utilize data to communicate and present financial insights effectively across audiences, including executive‑level forums, to support business decisions
Build a high‑performing team through coaching and development across finance, technical, and general business skills