Senior Analyst, Corporate FP&A

LPL Financial • San Diego, CA

20h

About The Position

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.

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
• 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

• 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

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 This Job Offers

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