Senior Analyst, Finance Strategic Support

LPL Financial•Fort Mill, SC

1d•$80,752 - $134,518

About The Position

The Finance organization at LPL is seeking a Sr. Analyst to support the VP, Strategic Support, who directly supports LPL’s Chief Financial Officer (CFO). The Senior Analyst must be an analytical, highly-motivated problem-solver who is able to move fluidly between details while staying attuned to the macro vision of the CFO. The primary responsibility of this role will be overseeing day-to-day support and high-priority ad-hoc projects to support the AVP of Strategic Support and CFO.

Requirements

A minimum of 4 years’ relevant experience as a chief of staff, project manager, or similar
BA/BS degree in Finance, Accounting, or related field
Experience creating executive presentations and materials
Strong strategic and financial acumen
Expert user of Microsoft PowerPoint and Excel
Detail oriented and able to see the bigger picture
Strong written and verbal communication skills with the ability to interact effectively with upper-level executives
Proven ability to synthesize complex concepts into concise executive-level presentations
Ability to manage multiple tasks concurrently with minimal supervision

Nice To Haves

Experience in wealth management and/or broker-dealer space
Advanced degree

Responsibilities

Serve as connection point across CFO’s leadership team and key external partnerships
Coordinate and drive execution of cross-functional strategic initiatives
Lead ad-hoc projects related to CFO priorities
Prepare and consult on executive-level reports and presentations for the CFO, Board of Directors, and Management Committee
Partner with Finance leadership to deliver, monitor and communicate progress against goals/OKRs
Drive employee interaction and engagement efforts, including employee communications and finance-wide talent management actions